Easy Transition & Happy Users
March 17, 2023

Easy Transition & Happy Users

Rebecca Hunsberger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot for our sales team. It allows us to keep track of leads, connect internally to move opportunities forward, track outreach, and stay on top of follow ups. We manage all sales relationships through hubspot from first outreach to closing of the sale. It helps us limit duplicate outreach and encourage more consistent outreach.

Pros

  • Automation & Sequences
  • Templates & Documents
  • Use interface

Cons

  • Catching Mistakes
  • Easily duplicated fields
  • Goes down sometimes
  • Cost Savings
  • Revenue Growth
  • Sales Growth
Of all the software that I've used, I think that HubSpot is the easiest and most user friendly. HubSpot is extremely easy to figure out and easy to customize to your needs. As a team, we had an adjustment period of about a month and since then, have had seamless integration!
Our sales and marketing teams work very closely with one another. Our Sales team is now doing more prospecting than ever before and having lots of success. Our marketing team has been able to re-do and re-upload all of our external facing price sheets and guides without missing a beat.
I much prefer hubspots interface, customer service, simplicity, and marketing capabilities. Odoo was often slow and/or not useful for what marketing or sales needed done. Odoo was also extremely difficult to customize for our needs. Now our Business development team can edit as needed and create new fields. Odoo was not useful for our goals.

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

I believe that anyone with a sales team who does cold emailing or calling, prospecting over a large population of potential customers, and/or needs to manage consistent outreach, could benefit from using HubSpot. It also allows for more oversight for management. Professional sales teams benefit from the automation and easy-to-use template function.

HubSpot CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
10
Interaction tracking
10
10.0
Case management
10
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
Compensation management
Not Rated
10.0
Mobile access
10

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