New, but super user of HubSpot
March 16, 2023

New, but super user of HubSpot

Brandon Allen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

As a consulting firm for process safety, we use HubSpot for marketing, lead generation and management, and reporting. With HubSpot we are able to have real-time reporting and a place to reference our sales and marketing efforts to drive our business. We also use it to build email marketing campaigns and automate many of our sales processes.

Pros

  • Lead tracking across website
  • Seamless integration with email and calendar
  • Great visualization of reporting/dashboards

Cons

  • Reporting friendliness - I would like to have the ability to generate reports I want easier and will oftentimes find myself exporting to excel to get the data I want
  • Understanding the backside of HubSpot generated reports to ensure data accuracy
  • better notification settings. My laptop gets a notification every time someone even thinks about an email I sent
  • Increased time on ROI generating activities instead of managing reporting and data accuracy
I would say it is on-par with others I have used. I do not believe it stands out or is worse than others.
This is a growing internal problem in my company, that we are currently working through. At this time, HubSpot does not play a role in alignment or misalignment.
Previous usage of Salesforce seems to provide more customization and friendlier reporting generation.

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

I believe HubSpot is a great starter CRM, I am newer in my role at my current company, but I can see where small businesses on a low budget could really benefit from the product. However, my time at former companies, I only used Salesforce and due to the familiarity I have struggled liking HubSpot completely.

HubSpot CRM Feature Ratings

9.0
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
7
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
8
6.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
4
6.3
Forecasting
6
Pipeline visualization
9
Customizable reports
4
8.5
Custom fields
9
Custom objects
8
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
8.0
Mobile access
8

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