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Sold on HubSpot!
July 26, 2022

Sold on HubSpot!

Bill Zierold | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to manage customer relationships, send all communications on schedule, and I create and close all deals in HubSpot.

HubSpot keeps everything clear, organized and moving along at the speed and progression that I created. Its flexible and helps me meet all my objectives.
  • Houses a variety of email templates and schedules them perfectly via sequencing, etc.
  • Enables me to track all my outbound and inbound calls with details and keeps me on schedule.
  • HubSpot helps me create the content and there are templates for my proposals.
  • HubSpot does an awesome job at tracking 30 day, 60 day, yearly activity and metrics in a clear and concise manor.
  • I wouldn't want to do this job with any other CRM.
  • I'd like to see the spell-check (auto-correct).
  • HubSpot offers more flexibility and features than I currently need or use.
  • HubSpot helps me maximize the number of outbound sales calls and emails I send which impacts my bottom line and helped me to be the #1 salesperson here.
I find HubSpot very easy to use. I can customize fields, etc. I find it to be much more user-friendly than Salesforce or other CRM tools. My day is organized around HubSpot - all my emails are sent via a HubSpot sequence, I can interrupt that sequence and all of my phone calls are tracked as well. All emails I send through Outlook are synched with HubSpot, all the proposals I send are created and sent through HubSpot, and every deal I close is then tracked through HubSpot and I can run any kind of report imaginable for me or my sales team as a whole.

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Aircall, AnyDesk, Microsoft Teams, Foxit PDF Editor (FoxitPhantom)
I send thousands of emails a month, and I make hundreds of outbound calls, and take hundreds of inbound calls. HubSpot enables me to be more organized, and make more calls and emails than anyone else - and as a result I sell more than anyone else. The reports are customizable, everything I do is tracked, and I can use HubSpot for every phase of the sales process from the first email or first communication from a Chat - to the final proposal and deal is completed. I can't say enough positive things about HubSpot, no one else competes with it (in my mind), and I would be greatly disappointed if I had to be a sales guy without HubSpot or with any other tool. And I am currently the top seller at my organization.

HubSpot CRM Feature Ratings

9.7
Customer data management / contact management
9
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
9.3
Case management
9
Call center management
10
Help desk management
9
10.0
Lead management
10
Email marketing
10
9.5
Task management
10
Reporting
9
9.3
Forecasting
9
Pipeline visualization
9
Customizable reports
10
9.0
Custom fields
10
Custom objects
8
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

HubSpot CRM Support

Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
I do not know about the purchasing of the tool.
Yes, due to the way that I manage multiple screens and applications I needed to change the view of my tasks - I couldn't figure out how to change the settings and the appearance. Support responded to me immediately, with a wonderful in-depth explanation of where I needed to go to make the necessary changes.

Using HubSpot CRM

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Crafting, and sending emails on a timely schedule.
  • Document specifics after inbound/ outbound calls and scheduling future tasks.
  • Creating proposals and deals, tracking them, and closing them.
  • User dashboards are very easy to understand and are highly customizable.
  • No functions are particularly difficult to perform