Scalable and efficient
May 25, 2023

Scalable and efficient

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

Overall Satisfaction with HubSpot CRM

HubSpot powers all our client-facing operations: interactions, processes, and reporting, across our GTm teams (marketing, sales, customer success, and support). It is essential to our ability to scale our operations with a robust infrastructure. It is also a requirement for us to execute quickly and autonomously, which is all possible with the self-service tools.

Pros

  • Processes Automation
  • Reporting
  • Ticketing
  • Cross functional collaboration

Cons

  • Deals management is weaker than other objects (lists, reports...)
  • Properties syncing between objects
  • Reporting over time
  • Efficiency
  • Scalability
  • Insights
Very user friendly interface, consistent across all products, intuitive, reliable.
Lead scoring, triggers, segmentation are is solid.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Well appropriate:
- Managing high-volume portfolios
- Standardized processes
- Integrations with other tools of the tech stack of customer success

Less appropriate:
- Anything that requires calculated metrics

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
7
Case management
10
Help desk management
10
Lead management
9
Email marketing
10
Task management
8
Reporting
8
Forecasting
9
Pipeline visualization
9
Customizable reports
10
Custom fields
10
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
8
Mobile access
8

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