HubSpot CRM - from an account managers POV
October 28, 2022
HubSpot CRM - from an account managers POV
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
HubSpot CRM is used for client relations. We track all our engagements there and use features such as tasks and templates to make our work more efficient. We've also been using some marketing features, such as forms, to automate records. Having our phone system integrated with HubSpot CRM also helped us track our call activity better.
- Track customer engagement calls, emails and texts
- Automate record keeping with forms
- Have a structured work flow with tasks
- Constructing emails through Hubspot CRM would sometimes be difficult as text settings will change once you paste a link.
- Phone plugins will sometimes fail. The listed number will not show the name unless the phone number is set with the country code format.
- It would be great if a number has multiple records it will show the company instead of just multiple records.
- Shorter deal cycles
- Task management
- Streamlined engagements
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