Scalable solutions for sales & marketing
August 23, 2022

Scalable solutions for sales & marketing

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

Overall Satisfaction with HubSpot CRM

The HubSpot CRM, with SalesHub, enables our sales team to more effectively act upon the marketing leads generated from our large contact database. We depend upon the lead capture tools available in HubSpot to not only capture leads through forms but also to send automated follow-ups accordingly. On top of this, we also leverage HubSpot's social media and email tools to schedule and send posts to our large audience and monitor the analytics provided for each post and communication sent.

Pros

  • Contact management
  • Email creation and sending
  • Sales & Marketing automations

Cons

  • More sales reporting
  • Cost based on emai send rather than contacts
  • Built-in connections between marketing and sales efforts that are automated
  • Segmentation imporovements
  • Sales tracking
  • Sales processes/SOPs
I have not used any other CRM software. I have used NetSuite ERP and HubSpot is certainly more user-friendly than that.
That is an ongoing process that has room for improvement. At this juncture, it is difficult to tell if the areas that are lacking or less beneficial for alignment are due to historical inconsistency with our team versus a lack of features.

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?

Yes

HubSpot CRM is helpful for most use cases. However, integrating with eCommerce platforms -- which is critical as a SaaS provider -- is quite challenging. For deals that are generated by the sales team, it would be nice if there was a recurring feature so that the team does not have to create a new deal for each billing period as well. I also wish the reporting tools were a bit more user-friendly and focused but I do appreciate all of the recent improvements and beta features within the Analytics Tools & Reports part of the CRM.

HubSpot CRM Feature Ratings

6.3
Customer data management / contact management
9
Workflow management
7
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
5
Interaction tracking
5
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
6.5
Lead management
4
Email marketing
9
5.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
5
6.3
Forecasting
5
Pipeline visualization
7
Customizable reports
7
4.3
Custom fields
6
Custom objects
5
API for custom integration
2
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
5.5
Social data
6
Social engagement
5
4.0
Marketing automation
5
Compensation management
3
3.0
Mobile access
3

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