SDR Review.
May 25, 2023

SDR Review.

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

Overall Satisfaction with HubSpot CRM

Centralized Contact Management: HubSpot CRM allows me to store and organize all customer contact information in one place, making it easier to track interactions and maintain accurate records. Sales Pipeline Tracking: The CRM enables me to visualize and manage the entire sales pipeline, from initial prospecting to deal closure. I can track leads, opportunities, and deals at various stages, ensuring nothing falls through the cracks.Activity Tracking and Logging: With HubSpot CRM, I can log and track all customer interactions, including calls, emails, meetings, and notes. This feature helps me stay organized and provides a comprehensive history of each customer's engagement with our team. Email and Communication Integration: HubSpot CRM seamlessly integrates with email clients, allowing me to track email opens, clicks, and responses. This integration helps me prioritize follow-ups and gauge customer interest. Task Management and Reminders: The CRM provides task management features, allowing me to set reminders and follow-up tasks for myself or other team members. This ensures timely action on important leads and prevents missed opportunities. Reporting and Analytics: HubSpot CRM offers robust reporting and analytics capabilities, providing insights into key sales metrics and performance. I can generate reports on deal status, conversion rates, and team productivity, enabling data-driven decision-making.

Pros

  • Auto Sequences.
  • Contact Storing.
  • Sales Pipeline Tracking.

Cons

  • Tracking discovery calls if someone has reached out on the account.
  • Deleting of duplicate contacts.
  • Increased Revenue Growth.
  • Enhanced Sales Productivity.
This is the only CRM I used.
Shared Contact Database: HubSpot CRM allows both sales and marketing teams to access and update a centralized contact database. This shared database ensures that both teams have consistent and up-to-date information about leads and customers. It promotes better collaboration and reduces data silos between the two departments. Lead Handoff and Nurturing: HubSpot CRM enables smoother lead handoff between sales and marketing. Marketing teams can track lead engagement; score leads based on predefined criteria, and pass qualified leads to sales for follow-up. This process ensures that sales receive well-nurtured and qualified leads, improving the efficiency and effectiveness of sales efforts.
Never been used before.

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

Lead Management: HubSpot CRM excels at managing and organizing leads. It allows you to capture leads from various sources, track their activities, and nurture them through the sales pipeline. The CRM's ability to segment leads, assign tasks, and automate follow-ups is particularly useful in this scenario.

Sales Pipeline Tracking: HubSpot CRM is highly effective in tracking and managing the sales pipeline. It provides a visual representation of the pipeline stages, allowing you to easily identify bottlenecks, prioritize deals, and forecast revenue. This feature is especially valuable for sales teams aiming to streamline their processes and optimize conversions.

HubSpot CRM Feature Ratings

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

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