On the Spot... HubSpot CRM!
March 08, 2023

On the Spot... HubSpot CRM!

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

Overall Satisfaction with HubSpot CRM

I am using Hubspot CRM to manage our client's information and plans. It acts as the main tool to know what's happening with the partnership and their experience with the company. As a manager, this is where I put updates on their partner EAs so that everyone is aware of how the partnership is going.

Pros

  • Keeps track of conversation via message or email.
  • Keeps everyone in the loop how the partnership is going.
  • Allows us to know who are the POCs per client.
  • Allows us to access other documents related to the client which are all housed in Hubspot.

Cons

  • Probably more icons instead of just words or letters to make it more appealing and to manage easily.
  • A tab where it can house video recordings of conversation to close the loop.
  • A graph to represent the satisfaction of the client.
  • It allows to smoothly manage a client's information where we can tap a certain department depending on where the stage is.
  • It is easy to use from startup to end users.
  • It houses all required information to know more about the client.
This is really to use since everything that I need is in there. From SMS to emails, from details of the client to who the owner is. It is easy to know what is happening with the partnership and know its health by letting us see the partnership's health in the tool.
Given that the tool houses all information that is required to know and for us to have visibility on which stage we are in, we can easily follow the journey as to how close we are to meeting with a client. They are able to tap the next department that needs to step in and continue the process.
They basically each have their own differences and focuses. Hubspot CRM is for a huge business where all departments can communicate and have visibility as to where the partnership is. You will never be blindsided since it is readily available in the tool. Hence this is the CRM of choice.

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

I am saying to recommend it since it's easy to use and understand. Definitely, well suited since it has all the things that I need to know about a client. You just have to be familiar with it by navigating and understanding each section. It is not too complicated to use.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
10.0
Case management
10
Call center management
10
Help desk management
10
Marketing Automation ()
Not Rated
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
CRM Reporting & Analytics ()
Not Rated
Customization ()
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

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