Territory Sales Mgr.
August 23, 2022

Territory Sales Mgr.

Nick Theodore | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I really like HubSpot, and it makes me much more organized, and everything is all right in front of you to keep your activity up. Also, showing your logged meetings, calls, and emails helps a lot to see how you compare to everyone else if you need to be pushing yourself harder in your sales role.. the only thing I don't like (which I may be doing incorrectly IDK) is when I make templates or copy and paste an email with links to websites/sales presentations or general knowledges I am providing to customers that the link was opened by an original person "William Williamson" 15 times instead of it showing me who is actually clicking the link that I had sent to 15 different people.. so it kinda gives me an incorrect read on the data. (not a big issue, but I wish it was a little more accurate so I can call and focus closer on the people who are showing interest).
  • Tracking email count.
  • Organizing companies and contacts.
  • Tasks.
  • Somewhat redundant- when you had a contact to their company that you already have in Hubspot, you have to manually fill out their address again, which takes a lot of time because you already have the company address in there.
  • Its helped me stay incredibly organized.
  • Love how easy it is to keep track of a business cycle.
Very good.
It's been near perfect aside from the things I had mentioned, which can easily be improved, I'm sure.

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?

Yes

Would you buy HubSpot CRM again?

Yes

HubSpot is awesome for sales reps and marketing blasts so I feel like it's the best for that role.

HubSpot CRM Feature Ratings

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