Thoughts of HubSpot CRM for Sales
Updated May 22, 2023
Thoughts of HubSpot CRM for Sales
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
The company previously used their own "homemade" sales system. It did well for the company for over 20 years, but the integrations became limited, and the ability to setup workflows, advanced tasks, and track prospecting and sales conversations became difficult. Our sales team now have quotation workflows, quote, and invoice out of HubSpot CRM. Have independent pipelines to track independent sales conversations, and our website is linked to HubSpot CRM so online enquiries are quick to add as deals or contact from the CRM.
The only things I wish could improve are:
- Quotations are live and are not backed up. So if a quote expires and you need to access the quote months or years later, you cannot open it.
- The VAT add-in at the bottom of the quote should be able to set as a default in the quote template so that we don't have to manually add it to each quote. In the beginning, our team forgot to add this, which had an effect on the profits of the orders.
- Duplicating/cloning line items on a quote. When doing comparative quotes, you have to manually add the same product over and over again. If special notes are added and pricing, you have to copy and paste multiple times.
The only things I wish could improve are:
- Quotations are live and are not backed up. So if a quote expires and you need to access the quote months or years later, you cannot open it.
- The VAT add-in at the bottom of the quote should be able to set as a default in the quote template so that we don't have to manually add it to each quote. In the beginning, our team forgot to add this, which had an effect on the profits of the orders.
- Duplicating/cloning line items on a quote. When doing comparative quotes, you have to manually add the same product over and over again. If special notes are added and pricing, you have to copy and paste multiple times.
- Tracking data
- Frequency plans and pipeline automation
- Template and Documents easily integrated to emails
- Products easily added and edited
- User-friendly
- VAT should be a default you can add to your quote templates.
- In the quotes there should be company billing field and delivery field. There is only 1.
- Line items in quotes should be able to be cloned/duplicated instead of manually adding them multiple times to a quote.
- Cost savings, more affordable than our own developed software
- Sales conversions are higher because it's easier to maintain frequency plans
- Integrations with invoicing software and our website have saved time and costs
I have only ever used independent company-developed CRM software that were unique to that company and limited.
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