Solutions manager uses HS!
March 17, 2023

Solutions manager uses HS!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot to track all customer interactions, from initial contact, to closing the sale. We utilize the Tasks, Meetings, Templates, Deals and Contacts page frequently. On the marketing front, all emails are tracked through there as well as the interaction of websites. Typically use the website everyday.

Pros

  • Customization of creation of pipelines to keep track of deals within their respective stages.
  • The search tool engine to easily look up a company name or contact name.
  • The UI making it easy to send emails within the contact's page as well as creating a follow-up task.

Cons

  • The UI can provide different color interfaces. It would be nice to have the ability to change the colour of the program.
  • Increased sales rep adoption, and showing my new colleagues how to utilize the platform.
It's quite easy to learn considering how robust the software is and its features.
With each marketing campaign email, sales is able to receive various leads that are promising and eventually lead to conversations.
HS is used with the new company I recently started working with. In my previous role, we had utilized Pipedrive and then eventually migrated to HS.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Very well suited from a sales perspective; keeping track of all records and interactions with clients.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
10
Pipeline visualization
10
Customizable reports
Not Rated
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
Marketing automation
9
Compensation management
Not Rated
Mobile access
8

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