Marketing pros who need a complex email workflow will LOVE Hubspot's functionality
April 27, 2023

Marketing pros who need a complex email workflow will LOVE Hubspot's functionality

Kim Guarnaccia 🔷 🔷 🔷 | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use Hubspot to track prospects, customers, and lapsed customers so we can segment the lists and send each segment email blasts and direct mail campaigns. We also use it to see where each contact is in their sales journey. Although we have not yet received buy-in by the sales staff, we hope within a year to train the sales team so they can begin to take advantage of all the sales tracking features as well.

Pros

  • Email campaign workflows
  • Duplicate company/contact reports
  • Back end customization

Cons

  • Unable to sort contact reports by company name within the platform
  • Unable to add contact data to a company report, and visa versa
  • Email design still less functional than Constant Contact... but it's getting better
  • I only started working for the company 1.5 months ago
From a marketing and programming/customization perspective, Hubspot is a far more intuitive CRM than Salesforce, ePMS, Wintouch, and other CRMs I have worked in, in the past. However, it is quite expensive. I recommend Copper for those with limited budgets. I also like that since there are so many users, almost any question I have about functionality can be answered with a simple google search.
We are still in the early phases of easing our sales team into using Hubspot. Our team is composed of men over the age of 50, so they are quite resistant to learning any new platform, but that's mostly because they are of a tech-deficient age range. My experience in the past has been that marketing has to take up the slack in terms of data entry and maintenance, on behalf of sales.
I've also used Copper, Avectra, and Wintouch as well. Please refer back to my earlier comments about how Hubspot is (mostly) a superior platform. However, the Hubspot subscription is quite expensive, so expense should be worked into the equation

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?

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

Hubspot is better suited for B2C companies than B2B, but it's still useful for B2B, especially for tracking sales calls, email, and meetings. It's also a fantastic resource for creating segmented/complicated email blast workflows. If you only send simple emails on occasion, you'd be better off with a far simpler/less expensive CRM, such as Copper.

HubSpot CRM Feature Ratings

9.3
Customer data management / contact management
10
Workflow management
10
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
10
8.0
Task management
6
Billing and invoicing management
Not Rated
Reporting
10
8.5
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
9
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
8.0
Mobile access
8

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