Hubspot is great for Sales management and reporting!
March 16, 2023

Hubspot is great for Sales management and reporting!

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

Overall Satisfaction with HubSpot CRM

We use it in many sectors of our company. For sales we use it to create and manage tasks, log and track emails, and for reporting features. We're able to gather data points from our leads and use them to inform future sales decisions. The reports dashboard has been very helpful in targeting key accounts.

Pros

  • The ability to create, schedule, and manage tasks
  • Reporting functionality
  • Extensions with gmail - log and track / templates and meetings still accessible

Cons

  • Allowing 1 chat bot to segment into 2 different departments (i.e sales and support) rather than having 2 different chat bots on a web page
  • Sales rep buy in - ownership
Very customizable! Easy to set up how you like it.
Tracking capabilities have been very helpful. Both departments can see what the other department has done as far as contacts and touches. This helps keep everyone informed and on the same page.
AMAZING! WAY more customizable and user friendly

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

Hubspot enables me to be organized in my sales process and gives me the ability to track many data points and view them in a neat, user friendly way in the reports dashboard

HubSpot CRM Feature Ratings

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

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