Good For Sales Reps' Efficiency!
April 27, 2023

Good For Sales Reps' Efficiency!

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

Overall Satisfaction with HubSpot CRM

I use HubSpot for ALL my daily Tasks, Activity, and mostly calling and connecting with potential customers.
We address a Real Estate Brokerages recruiting shortfall by sending them referrals of agents that are looking to change brokerages/teams/companies.

Pros

  • I love Hubspot's Sequences! Makes going through daily tasks effecient!
  • Support is always available
  • They offer a phone connection to your personal number that records the info into each contact's record. Need and love that!

Cons

  • Could use some more customization on the drop downs for tasks - currently only allows for "to do's" , Calls and emails.
  • Would love to be able to log SMS messages and be able to Pin them - through Hubspot - right now I use my SMS through RingCentral - an app integration.
  • The Search feature could definitely use some improvement - it can't search for an email, and the name search has to be exact, phone number search is also lacking.
  • increased sales rep adoption
  • increases sales rep efficiency
It takes a little longer getting used to than others as it is quite robust, but it's worth the longer learning curve because of the sequences that other crms don't have or if they do they don't work as great.
Has helped out in every area.
Better but with a bit longer of a learning curve.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

I feel like HS could be used for any business but it is particularly useful for making contact attempts (calls, emails, sms) effeciently every day. I have used many CRM's including Zoho, Salesforce etc. and Hubspot I feel is the most efficient.

HubSpot CRM Feature Ratings

7.3
Customer data management / contact management
9
Workflow management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
7
Interaction tracking
7
7.7
Case management
7
Call center management
8
Help desk management
8
8.0
Lead management
8
Email marketing
8
8.3
Task management
9
Billing and invoicing management
8
Reporting
8
8.3
Forecasting
7
Pipeline visualization
9
Customizable reports
9
7.3
Custom fields
7
Custom objects
7
API for custom integration
8
7.5
Role-based user permissions
8
Single sign-on capability
7
8.0
Social data
8
Social engagement
8
7.0
Marketing automation
7
Compensation management
7
8.0
Mobile access
8

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