HubSpot as an Account Executive.
March 16, 2023

HubSpot as an Account Executive.

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

Overall Satisfaction with HubSpot CRM

I use HubSpot to manage my daily tasks and pipeline as an account executive. I heavily use sequencing, templates, and automation so that I can focus on taking action while the CRM manages when and where my workload is focused. We are working on increasing KPI volume, so we use the reports and dashboards to track how we're doing as well as to make sure we're on track as a team.

Pros

  • Task management.
  • Sequencing ease-of-use.
  • In-depth reporting.
  • G-Suite integration.

Cons

  • Reporting ease.
  • Sequence flow.
  • List management.
  • Increased deal close rates and velocity.
  • Greater prospecting output.
  • Less time spent communicating KPIs during weekly calls.
HubSpot is very easy once you get used to it. There are a few things that take some getting used to, like how companies and contacts are managed, how lists work, how you enroll individual contacts in sequences, etc. But the great thing is that once you get up and running, it is very easy to get into a very productive flow.
We are able to see webinar and campaign engagement as salespeople very easily, which helps in our prospecting efforts a lot. Not having to wait until a meeting or request a report from another team makes it very easy to take action on those marketing lists quickly and effectively. It's been quite helpful and easy to use.
Much simpler to use than SF, and the nice thing is that Salesforce is very standardized, while SF is very variable. For getting up to speed, it's very nice to have a consistent understanding of where things are and how they work. I can ask someone to Google issues for HubSpot, and they will find an answer; the same can't be said for an SF instance.

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

A smaller company that's looking to get off the ground quickly and have an easy platform to get started on. Unlike other CRMs, HubSpot has a great knowledge base and community that can help solve a lot of problems in-house. If a company would like a cost-effective way to do everything from one place without worrying about a whole lot of different integrations and vendors, HubSpot would be a great choice, too, since they have a lot of solutions that cover most needs from quoting to invoicing, marketing, and sales.

HubSpot CRM Feature Ratings

9.0
Customer data management / contact management
7
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
10
5.0
Case management
5
Call center management
5
Help desk management
5
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
8.3
Task management
10
Billing and invoicing management
9
Reporting
6
8.7
Forecasting
6
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
8.0
Marketing automation
8
Compensation management
Not Rated
10.0
Mobile access
10

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