HubSpot is a CRM that offers a range of capabilities from Sales to Marketing to Opportunity Tracking
March 17, 2023

HubSpot is a CRM that offers a range of capabilities from Sales to Marketing to Opportunity Tracking

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

It is used to keep a list of existing customers and potential customers which can be sorted by state, region, industry, etc. Each individual sales person uses it differently. I use it a couple of ways:

1) To generate a google map after downloading to a spreadsheet. Once mapped, I can see who is in a particular region in my territory if I am gong to that region
2) I use it for newsletters and/or marketing. It can be about a new product, troubleshooting tips, or a recent project that might be of interest to customers.

Pros

  • Easy to find company name(s) and customer/client name(s)
  • Manual entry not too time consuming.
  • I like the sorting and filtering feature
  • Sending newsletters pretty straightforward

Cons

  • Creating a newsletter or promo "letter" a bit challenging. Limited set up and how to import content
  • HubSpot asks for log in info pretty often and frequently logs me out
  • Increase in region specific sales meetings (more efficient)
  • Higher attendance to technical training sessions
  • Prospecting in new industries
I have only used ACT before and it was an older version of it. This is a better product EXCEPT when it come to creating a newsletter.
The president of the company selected Hubspot. I am sure cost played a major role as well as it being accessible while in Outlook

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

I think it's ideal for keeping track of customer information, location, phone numbers, e-mail addresses, industries, etc
I don't use it to create e-mails (from Outlook) but others in my organization do
Also, I think some e-mails go into customer SPAM folders....not sure why when it is coming from my e-mail address.

HubSpot CRM Feature Ratings

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

Comments

More Reviews of HubSpot CRM