HubSpot CRM and how to be efficient
March 22, 2023

HubSpot CRM and how to be efficient

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

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM to develop my sales strategy and follow up on the leads I meet and contact daily. HubSpot CRM has become my best sales ally. I can organize my tasks and automate all the sales follow-up processes. Without a doubt, it is a complete tool that helps me do my job more effectively and efficiently, saving time on tasks that used to take me twice as long. Additionally, the possibility of having HubSpot CRM Academy is game-changing as all of its courses are very useful and easy to understand. Love to use this tool in my day by day. The ability to have all the information in one place helps my entire team to be aligned on the tasks they have to do every day. Additionally all the information can be measured and graphed!

Pros

  • Mail Sequences
  • Meeting scheduling Panel
  • Reminders to be always up to date!
  • Mail integrations

Cons

  • To be able to extract information from a LinkedIn profile automatically.
  • Sometimes there is a lot of information on the screen.
  • Unable to connect to some extensions
  • 17% increase on weekly calls
  • Reduced costs by using other applications since we only need HubSpot CRM
  • Increased sales rep adoption
The usability is very intuitive and easy to use. When I joined my organization, I knew nothing about HubSpot CRM, and within a week, I was able to use the tool without any problem. It is very user-friendly and intuitive, and I totally recommend it if you are a not-so-technological person. The use is user-friendly. I have tried other CRMs, which are really difficult to use, slow, and complex.
The impact has been quite good since each of the areas, both sales and marketing, can do their work in the same place, centralizing information and projects. The possibility of having the information centralized in one place has allowed us to work faster and have higher-quality deliverables. Additionally, the sales team is always aligned with the information and tasks they have to do every day. It is certainly game-changing for any area or organization.
I have no experience with other tools

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

The ability to have your entire sales pipeline in one place helps make my work more efficient and effective. 50% of my work day is spent on HubSpot CRM as it is the heart of my sales operation, and without this tool, I would not be able to organize my day-to-day. I highly recommend the tool if you want to be more effective in your work.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
9
Case management
7
Call center management
8
Help desk management
9
Lead management
9
Email marketing
10
Task management
9
Billing and invoicing management
8
Reporting
9
Forecasting
8
Pipeline visualization
10
Customizable reports
8
Custom fields
9
Custom objects
9
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
7
Social data
9
Social engagement
10
Marketing automation
7
Compensation management
9
Mobile access
9

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