Very good platform for BDR outreach
May 26, 2023

Very good platform for BDR outreach

Rowan Kennedy | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use Hubspot as our main CRM at Relay42.

I track all the BDR numbers, activities and metrics on the BDR dashboard in hubspot. We also use Hubspot for our BDR sequences and tracking all engagements/interactions from prospects.

Pros

  • Building lists of contacts and accounts with very good filter functionalities
  • Easy to build sequences and enroll or unenroll new contracts
  • Very easy to build dashboards to track certain metrics, numbers or activities

Cons

  • You can't update your sequences in real-time. So even if you edit or update the messaging in the sequence the contacts that are already enrolled won't see the new changes/edits you made. Very annoying, especially for event outreach and follow ups.
  • You can only enroll contacts into sequences from the contact list page, so if you are on a contacts profile you can't enroll from an individual basis
  • It's been fundamental to the business for getting activity out at scale and building accountability within the BDR team
Its super easy to build target list and customise the specific filters, much easier functionality than Salesforce.
Me and my Marketing Director use the Hubspot dashboards for alignment and reporting
Its better than all the above platforms. Mainly because of the scaleability of the platform but also the ease of use

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Its very well suited for building sequences, enrolling contacts, building target lists, building dashboards, tracking activities and data

The only thing that I personally think that stops me from given them a 10, is you can't make edits to your sequence in real-time. So if you make changes or edits to your sequence the prospects already enrolled and going through the steps won't see those changes they will only see the original messaging. This is very annoying when doing outreach as you can never update your messaging for contacts already enrolled, especially for events.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
Not Rated
9.0
Case management
Not Rated
Call center management
Not Rated
Help desk management
9
9.0
Lead management
8
Email marketing
10
10.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
10
9.3
Forecasting
9
Pipeline visualization
10
Customizable reports
9
10.0
Custom fields
10
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
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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