Point of View of an Inside Sales from a Financial Services Company about Hubspot CRM
Updated October 25, 2023

Point of View of an Inside Sales from a Financial Services Company about Hubspot CRM

Heru Bangkit Sanjaya | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use Hubspot from upstream to downstream. As an Inside Sales in my current company, using hubspot as the main tool of the B2B Team greatly facilitates my work, from telephone, email, to the latest features that can be integrated with Whatsapp, it really helps me.Using hubspot helps me to handle a very large number of calls every day, but Hubspot makes and manages it all well, so large numbers don't bother me. Hubspot is not only a medium for calls and emails, but can also make an analysis which I always use to report to management, namely in the report dashboard section.I do both Inbound Sales and Outbound Sales, both have different characteristics, but hubspot helps both of them well. Hubspot helps Inbound Sales with the Pipeline creation feature with existing stages, making it very easy to control and monitor every lead that enters through my company's website. Every card that is made automatically also makes the job very easy. For outbound sales, Hubspot makes it easy for me to store and import all the data I get from cold approach to Hubspot, and being able to create workflows for making cards/deals on the Pipeline.
  • Sales - Deals
  • Report - Dashboards
  • Automation - Sequences
  • Sales - Tasks
  • Contact - Contacts
  • Automation - Workflows
  • Conversation - Snippets
  • Conversation - Templates
  • Revenue Growth
  • Number of new clients
  • Call number increase
  • Analytics and reporting
The easy use of Hubspot can be used as one of the advantages of Hubspot CRM itself, a very compact display, eye-catching fonts, can help us work very comfortably. Hubspot CRM feels more professional, and can be used as a reference for us to become CRM Specialists by understanding Hubspot CRM compared to other tools
Very helpful in team alignment from between marketing and sales teams. The marketing team will always assist in the process of bringing in quality leads in the Contact-Contacts section with Remark, namely marketing leads that come from campaigns, ads, or others with workflows that have been made, and the sales team will also get quality leads to call. , sending emails and the qualifying process will be very easy to do, so collaboration between these teams will be able to increase revenue, number and others
The process of using it is very easy and the display is very simple but compact, are the main reasons for Hubspot to be the best CRM tool for me at this time. Its use from upstream to downstream is also easy to understand, but still professional. Hubspot CRM with advantages like these can make complex sales jobs easy.

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 very easy to use for beginners, with existing and easy-to-understand features, it will make our work complete and well recorded. Hubspot will be perfect for those of you who do inbound and outbound sales, with the tools available at Hubspot, a salesperson will work comfortably because Hubspot CRM can be likened to your personal assistant.

HubSpot CRM Feature Ratings

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