Making Sales Easier with HubSpot CRM.
May 25, 2023

Making Sales Easier with HubSpot CRM.

Sandy Fischer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to track my daily sales calls and follow-up calls. I enter my notes from my appointments and my sales calls. This allows me to keep track of who I need to call back or follow up with an in-person meeting.

Pros

  • Allows for information about the company that we call on.
  • It reminds me who I need to call or send an email to.
  • Let me track how many calls and meetings I have each week/day.
  • I like that it allows for templates so that we have emails ready to go.

Cons

  • A lot of steps sometimes, and not enough training on how to utilize them all.
  • This is not something that I am in control of.
I mentioned this before; it is the easiest to learn and use out of the other two I have used in the past.
Very much so - our Marketing person has a great knowledge of the system and sets the sales executives up for success.
HubSpot is easier to use.

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

I have been in sales for over 20 years and have used three different systems to track my progress. Hubspot has been the easiest to use so far.

HubSpot CRM Feature Ratings

9.6
Customer data management / contact management
10
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
Not Rated
Email marketing
10
10.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
10
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
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

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