Great experience at my new job!
January 23, 2023

Great experience at my new job!

Dennis Waldrop | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I am a BDR, and so I use HubSpot to manage calls and emails to contacts and organizations. I create sequences and manage my activity.

Pros

  • I love how HubSpot tracks my activity
  • I love how HubSpot manages my sequences and task reminders
  • I love how HubSpot shows me multiple views if I need it (task vs. email vs. calls)

Cons

  • I would love to see HubSpot track activity POST sale, once we have handed a sale off to operations.
  • I think HubSpot is doing pretty well on a lot of other things. I am a fairly new user and still learning.
  • I think HubSpot is doing pretty well at what I need to do.
  • It has helped us track sales activities
  • It has helped us in that all reps use the platform
  • It has assisted with deal cycles.
It is much easier to use than other CRMs that I have used prior. I have found that it has been easier for me to learn and get right to my work and tasks than previous CRMs where I had to incorporate a lot of training before I could even do my job.
It has done a pretty good job creating a seamless connection between marketing and sales. I have been able to convert several marketing leads into active opportunities and just had one closed won sale. So far, this alignment has helped me greatly and allowed me to modify my sequences between marketing leads and cold call leads.
Salesforce is like this juggernaut that takes a lot of customization to get it working correctly. I have worked with Salesforce when the admin did a great job modifying the platform in such a way that it worked well, and I have worked with a company who did a terrible job of modifying the platform that made the sales process very rigid and tedious. Zoho never struck me as robust enough. HubSpot fits in a perfect spot in the middle of that. This is my first time using HubSpot, but I have thoroughly enjoyed my training and use of it thus far. Very easy to use and learn.

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

For what I do with task/email/calls to create business for my company's sales team, HubSpot does well. I can easily track my activity, check reporting and manage my task list. The only opportunity I have seen is what HubSpot does for my company post-sale. It may be that I have not looked too deeply into that part, but just what I have seen thus far.

HubSpot CRM Feature Ratings

9.3
Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.5
Lead management
9
Email marketing
10
9.5
Task management
10
Billing and invoicing management
Not Rated
Reporting
9
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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