HubSpot for a SDR at small software company.
Updated March 16, 2023

HubSpot for a SDR at small software company.

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

Overall Satisfaction with HubSpot CRM

I use HubSpot to centralize all the contact info from my prospects and to engage with them using automated sequences, emails, and calls. Also, I use HS for the forecast and the funnel of my interactions. It helps me to prioritize a lot and to be agile and strategic in creating and sending communications to my clients.
  • Forecasting with Deals.
  • Commercial Campaigns with automated sequences.
  • Centralization of contacts.
  • HubSpot should add a warning before including contacts in sequences, saying that the contact has a different owner. This would help teams to avoid taking or using contacts from other teams o reps.
  • Increased lead generation.
  • Increased revenue growth.
  • Increased forecast accuracy.
By far the best UI and UX ever. Way better than others i have used. Everything is so easy to understand and use...
Both teams are well integrated. Commercial campaigns with sequences have worked well both for obtaining new leads and also for positioning our brand with potential customers.
Only the sales hub.

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?

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

Well suited for companies that need to boost their commercial efforts and sales teams. I think is always going to be well-suited if you use it to boost marketing and sales. If you want to track finance or accounting or something like that you should use other tools or ERPs.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
10
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
10
Pipeline visualization
10
Customizable reports
8
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
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated