Organizing Sales Cycles with HubSpot
May 29, 2023

Organizing Sales Cycles with HubSpot

Nicole Cohen | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use Hub Spot to organize my leads and sequences & tracks sales.

I wish that there was more options for organizing lists. For example, when on my "tasks" page, I can only organize the list by the title of the task. In my personal situation, it would be much more productive to have the list organized by "Company Name" or "phone number"
  • Populates Tasks
  • Helps track daily activity
  • Promotes smooth running campaigns
  • Not applying changes that are made to a sequence for contacts that are already enrolled. If I enroll contacts into a sequence and then fix an error in the sequence content, I have to unenroll and reenroll all contacts in order for the changes to be applied.
  • There's very limited organizational options on lists
  • Easy Training
  • Consistency
  • Organization
Hubspot is much more functional, and runs much better than Oracle.

I think that there is a direct comparison to Salesforce as well. I would be happy using either at a future job.
I would say the functionality of Hubspot compares to Salesforce. Both are great for logging calls and tracking activity. Salesforce allows its user to organize lists better than Hubspot.

Oracle was very slow and not mobile friendly when I was using it last in 2019. It was hard to use and didnt offer many trainings

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 a very important part of my day as a sales representative and assists in helping me organize all of my tasks

HubSpot CRM Feature Ratings

Customer data management / contact management
7
Workflow management
6
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
8
Interaction tracking
8
Case management
5
Call center management
5
Help desk management
5
Lead management
8
Email marketing
9
Task management
7
Billing and invoicing management
5
Reporting
5
Forecasting
7
Pipeline visualization
7
Customizable reports
5
Custom fields
5
Custom objects
7
API for custom integration
6
Role-based user permissions
9
Single sign-on capability
9
Social data
5
Social engagement
5
Marketing automation
5
Compensation management
7
Mobile access
4