HS streamlined sales easy and fun
May 26, 2023

HS streamlined sales easy and fun

Tyler Atmore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot to manage all of our sales pipelines to communicate with prospects, funnel them through the sales cycle, and record all customer information needed in order to quickly and effectively stay on top of our process. This solves the problem of missing opportunities and staying organized.
  • Very user friendly way of navigating through workflows
  • detailed way of collecting data and using it to keep records and show important business analytics
  • Makes it very easy to keep track of customers/current prospects in order to fill pipeline and moved through the sales cycle
  • I have trouble with sound settings. when there are multiple speaker or microphone options sometimes calls default to the wrong ones and I cant find anywhere to change this in the settings
  • Filtering sales pipeline and revenue brought it by the month could be more user-friendly or trainings on how to do this
  • increased sales rep adoption
  • quick understanding of lead flow
  • ease with customer engagements
Much more user-friendly. the ability to set task lists to streamline a set of calls is awesome. I previously used Sherpa Compass and HubSpot is much more engaging and fun to work out of
HS CRM stacks of very well for a rep to use and stay on top of the pipeline. Sherpa was designed for a particular industry with more financials built into it for deals but overall the adoption of HS is much better and like using it more

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?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

the workflow is very easy to stay productive when checking the task list for the day and streamlining the process of calling all prospects to make sure work is done and set up for the next steps.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
5
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
7
Email marketing
9
Task management
10
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
7
Pipeline visualization
3
Customizable reports
7
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
6