Thoughts of HubSpot CRM for Sales
Updated May 22, 2023

Thoughts of HubSpot CRM for Sales

Jaqueline Schwarz | TrustRadius Reviewer
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.

Pros

  • Tracking data
  • Frequency plans and pipeline automation
  • Template and Documents easily integrated to emails
  • Products easily added and edited
  • User-friendly

Cons

  • 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
Previously used CRM software has been basic in terms of integrations, especially with email and our website. HubSpot is a lot of flexible and has the ability for each user to set their own preferences and use HubSpot in a way that is comfortable and efficient for that individual.

The ability to customise views, pipelines, and automation, saves time and aids consistent and well-maintained quotes, deals and opportunities.

HubSpot CRM was very quick to adapt to, but I do get frustrated having to manually add VAT to each quote, and the quote templates are a bit basic. But overall a great move.
At the moment, the company has not taken the financial leap to paying for Marketing in addition to Sales. But the Sales CRM does have some integrations to our website and company email addresses that create tracking data for Marketing.

Our company used to manually track marketing leads, so having the ability to add them as deals and track them, has optimised everyone's time and accuracy. Allowing everyone in the company to see how many social leads are coming in and their value and conversion.
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

HubSpot CRM is great for automating and tracking sales. The ability to create new pipelines and deals means frequency plans can easily be maintained, and you can maintain relationships with clients instead of neglecting them when not tracked properly in other sales CRMs.

HubSpot CRM Feature Ratings

Customer data management / contact management
7
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
7
Interaction tracking
6
Case management
5
Call center management
5
Help desk management
5
Lead management
7
Email marketing
7
Task management
7
Billing and invoicing management
7
Reporting
7
Forecasting
6
Pipeline visualization
8
Customizable reports
6
Custom fields
7
Custom objects
8
API for custom integration
7
Role-based user permissions
7
Single sign-on capability
8
Social data
6
Social engagement
6
Marketing automation
7
Compensation management
Not Rated
Mobile access
5

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