Great Feature Set That Will Hopefully Continue to Grow
December 20, 2022

Great Feature Set That Will Hopefully Continue to Grow

Daniel Kolbe | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to keep us on track and pace with our cold calling and emailing to customers. Before we had a hard time keeping track of who and when customers or potential customers were receiving contact from the Business Development team or the sales team. Now it is all kept in once central location.

Pros

  • Sequences
  • Tracking Outreach
  • Uniformity

Cons

  • If you need to change a sequence, it only applies to newly enrollments in that sequence
  • Being able to organize daily calls based on time zone
  • Reporting can be tricky to configure
  • Increase in Initial Meetings Set
  • Creates a better Team Environment
  • Tracking ability is a game change for a BDR
Can be tricky at first to figure everything out, but a lot of trial and error will lead to success. Again, some updates could be made to the sequencing. If I need to change something, midway through a sequence, the change does not affect the current enrollement. It goes into effect as you enroll new contacts into the sequence.
It has allowed Sales and Marketing to truly start targeting the same companies at the same time. We can reach a potential customer from multiple angles. It has also allowed us to align with our internal and external messaging. Moving forward we will see increased success with more buy in with all of the other teams.

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 well suited for a business development rep that is doing a ton of out reach each and everyday. It allows you to set up what your day to day looks like and shows me who is engaging with my outreach. HubSpot CRM can be a struggle for teams that are traveling or out in the field. Mobile emails are not tracked through HubSpot CRM.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
9
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
6
Quote & order management
Not Rated
Interaction tracking
10
Case management
8
Call center management
7
Help desk management
8
Lead management
9
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
6
Forecasting
7
Pipeline visualization
7
Customizable reports
5
Custom fields
10
Custom objects
8
API for custom integration
8
Role-based user permissions
10
Single sign-on capability
5
Social data
7
Social engagement
5
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
6

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