HubSpot is intuitive and easy for sales reps to manage.
May 25, 2023

HubSpot is intuitive and easy for sales reps to manage.

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

Overall Satisfaction with HubSpot CRM

Centralized account information and quotes. It enables me to templatize my outreach, track email success rates, analyze productivity with customer dashboards, and track sales and goals. It is where my work day starts and ends with a robust task management configuration. There are a wealth of additional features that I haven't even begun to explore though I am looking forward to it.

Pros

  • Task Management.
  • Quote creation.
  • Customize reporting and dashboards.
  • Email templates and tracking.

Cons

  • Task setting date defaults to a bunch of canned options with the calendar as the last item. The calendar approach is easier than trying to figure out when and where the suggested options would fall.
  • Task setting only populates reports for tasks completed if you close the task and create a new one. That's not efficient enough for my workflow as I simply update the task and push it to the next necessary date.
  • Quoting is as intuitive as I expected, but it could be the way we have it setup.
  • Increased pipeline.
The customization that is available is outstanding. Generating reports is a lot more straightforward. The CRM is overall more intuitive.
It is seamless between Sales and Marketing. The lead flow and marketing campaigns are easy to use and action.
Hubspot is more intuitive than Salesforce from an account manager's perspective. It reduces the need to spend on calendar invite integration, email tracking and reporting, and other additions that were needed on Salesforce. The reporting is much easier to configure and manage.

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

Sales and marketing teams would benefit most from HubSpot. While I only use it for the sales portion, I have found it easy to learn and has a lot of built-in features that don't require buying more software to track emails and generate those reports. It feels like a one-stop shop.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
9
Workflow management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
9
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
10
9.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
8.7
Forecasting
8
Pipeline visualization
9
Customizable reports
9
10.0
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
10
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
Not Rated
Mobile access
Not Rated

Using HubSpot CRM

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Templates
  • Reporting
  • task management
  • Task management includes unnecessary steps
  • Quoting is nuanced

Comments

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