The Best CRM to Use for the Daily Sales Activities and Keep Track of Performance
March 11, 2023

The Best CRM to Use for the Daily Sales Activities and Keep Track of Performance

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

Overall Satisfaction with HubSpot CRM

HubSpot CRM is the best CRM to use for sales activities. Creating tasks, reminders, and notes for every account helps to increase productivity.

Pros

  • Accounts Creation, Importing list of accounts
  • To track Reports
  • Tasks
  • Reminders

Cons

  • More filters should be there for categorization
  • Increased sales rep adoption
  • Shorter deal cycles
Compared to other CRMs, it is user-friendly and easy to record daily activities.
All the teams who are registered in HubSpot CRM can track the information and improve their performance and they get an alert on what to work on.
HubSpot CRM is a more user-friendly software.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

No

HubSpot CRM is well-suited for Daily Sales activities and also tracking reports, but with a few improvements, it could be better.

HubSpot CRM Feature Ratings

7.2
Customer data management / contact management
7
Workflow management
6
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
7
Interaction tracking
8
6.0
Case management
Not Rated
Call center management
Not Rated
Help desk management
6
7.0
Lead management
9
Email marketing
5
8.3
Task management
8
Billing and invoicing management
8
Reporting
9
5.3
Forecasting
6
Pipeline visualization
4
Customizable reports
6
5.0
Custom fields
6
Custom objects
4
API for custom integration
5
6.5
Role-based user permissions
7
Single sign-on capability
6
6.0
Social data
6
Social engagement
6
7.0
Marketing automation
7
Compensation management
7
7.0
Mobile access
7

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