HubSpot is a great way to shine a spotlight on your prospect!
May 25, 2023

HubSpot is a great way to shine a spotlight on your prospect!

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

Overall Satisfaction with HubSpot CRM

I use Hubspot on a daily basis to create templates and sequences to perform outreach to accounts for Account Executives that I support. Our industry is SaaS in Automation and Intelligent Document Processing, so we are connecting with prospective accounts as well as inbound leads.
  • Provides a queue of tasks that are due daily and overdue
  • Integrates with our Salesforce CRM for easy sharing of data
  • Provides the ability to create lists of contacts for specific accounts very easily.
  • Ensure collaboration of team members by making it easy to clone sequences.
  • I have asked for (and others repeatedly have asked for as well) for the ability to launch a sequence on behalf of another user.
  • Provide more clarification about the error when the phone call won't go through
  • Provide the ability to at least view a template when the user has not shared it.
  • Very easy to adopt using Hubspot
  • Increased efficiency gains using the task queue
  • Excellent collaboration among team members that share their templates and sequences with team members
I have used both Outreach and Salesloft before and I believe Hubspot is easy to use and collaborate with team members
As I mentioned before, I have used similar prospecting tools like Salesforce's Salesloft and Outreach and they are very similar tools in that they provide the ability to create and execute sequences to prospect to prospective accounts. I feel Hubspot has a better interface and is easier to use than the other tools.

Do you think HubSpot CRM delivers good value for the price?

Not sure

Are you happy with HubSpot CRM's feature set?

No

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 find it very easy to create sequences and execute them at the task level for myself, although the ability to launch a sequence on behalf of the Account Executive I support is lacking, and has been requested by users for at least 2-3 years. The interface is very easy to use and I was able to pick it up quite quickly since I have used similar tools.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
Not Rated
Case management
5
Call center management
Not Rated
Help desk management
Not Rated
Lead management
9
Email marketing
9
Task management
8
Billing and invoicing management
Not Rated
Reporting
10
Customizable reports
10
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
8
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated