Sold on HubSpot
July 26, 2022

Sold on HubSpot

Brigham Hughes | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use it to track sales opportunities, maintain new leads, search for new companies, and manage hygiene on new deals. A fair bit of our collaboration between employees happens through the commenting function on HubSpot. My main use cases are enrolling contacts in sequences, which are extremely useful. I always include tasks within the sequence, so as to remind me to make calls to the leads and follow up with those who don't respond.
  • Sequencing.
  • Collaboration between coworkers.
  • Tasks.
  • Making phone calls directly from a list.
  • I wish that I could change the order of the tasks I complete (other than just sorting it from top to bottom) I want to be able to select a handful and start them.
  • Duplicate companies and contacts are a nightmare.
  • Sometimes the search function can be clunky (hard to find exactly what I'm looking for).
  • Inbound new customers have occasionally been existing customers, which has caused confusion.
  • It's hard to have good clarity on who is an active customer and who isn't.
  • I'm not super involved in higher level analysis.
For me, I didn't find much difficulty in adopting the use of HubSpot. Other CRMs that I've used haven't been nearly as intuitive, nor easy to learn. Granted, I don't use all of the functions that HubSpot offers my organization, so I don't know what I don't know, so to speak, but I haven't had many issues learning the processes.

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

Not sure

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

I've found that HubSpot is extremely effective at reaching out to leads, especially in great numbers. I'm referring to the ability to enroll a lot of contacts in a sequence at a time. I do sometimes feel frustrated that I can't enroll more than 50 contacts in a sequence at a time. When making a new deal, it can be hard to make a good process to round robin the inclusion of new teammates.

HubSpot CRM Feature Ratings

Customer data management / contact management
Not Rated
Workflow management
5
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
Not Rated
Interaction tracking
7
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Task management
7
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
6
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
7
Social data
Not Rated
Social engagement
2
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
1