My Hubspot journey and success
May 25, 2023

My Hubspot journey and success

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Our organization is a service provider and as such we need automatic processes to reach out to clients, track their responses, prioritize based on the response, and navigate the course of business with them. Hubspot is the only tool that is extensively being used for this purpose and hands down is the easiest to use and compatible platform for a sales funnel. From sending emails, drafting templates, adding sequences, setting up meetings, and then monitoring the progress of each and every deal, monthly personal progress, and goal ideation and reporting, Hubspot has got it all.

Pros

  • Sending out multiple emails and automated follow-ups through sequences
  • Dashboard for monitoring the status of the deals
  • Performance review dashboards, daily, weekly and monthly

Cons

  • It'd be great if I could add my sales navigator core account details and leads lists to hub spot directly
  • Tasks updates and follow up updates - so you don't forget replying to your clients when the work load is more
I use it every single day for 70% of my work
For monitoring the reach outs vs the outcome, through reporting and dashboards
i don't have a point of comparison, I only use Hubspot

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 easiest tool to automate all your processes

HubSpot CRM Feature Ratings

7.5
Customer data management / contact management
9
Workflow management
9
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
7
Interaction tracking
8
4.0
Case management
2
Call center management
2
Help desk management
8
5.0
Lead management
8
Email marketing
2
6.7
Task management
10
Billing and invoicing management
1
Reporting
9
6.3
Forecasting
1
Pipeline visualization
9
Customizable reports
9
8.7
Custom fields
9
Custom objects
9
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
10
1.5
Social data
2
Social engagement
1
4.0
Marketing automation
4
Compensation management
4
2.0
Mobile access
2

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