Be successful and learn something new every day!
July 08, 2023

Be successful and learn something new every day!

Jeffery Allen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use it every day to manager our seals, contact, deals, communication, and sales goals.

Pros

  • Combined all moving parts of a sales deal.
  • Allows me to plan and keep track of my daily tasks.
  • Drive sales by using sequences and templates that save valuable time.
  • Give a historical perspective on how many times I have contacted someone.

Cons

  • Streamline the merging aspect for contacts and companies.
  • Fix the call option as many times it won't allow me to make calls.
  • Have inbound calls come to my phone or computer.
  • Keeps sales reps on track and gives great insight into their daily tasks.
  • Keeps company on task to meet monthly and quarterly goals.
  • Keeps all sales reps connected to all deals we have.
I used Sales Force for about 6 months; HubSpot has 10 x the power and tools to get the job done.
Allow me to see and keep track of all marketing emails sent out to my clients. Gives me greater insight to see how much information is being shared and allows me to make up the difference if something is missing within the content being promoted.
I don't have the experience to answer this question.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Slack, Stripe
In my short time using CRMs, I can only see the upside to having it and think it is foolish for any company not to have one. USA Swimming and Arena USA did not have it when I worked for them. The amount of details, tasks, and missed information was too much to handle. I can only imagine how much revenue and clients were lost because of the CRM void in the company.

HubSpot CRM Feature Ratings

8.2
Customer data management / contact management
9
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
8
Interaction tracking
8
6.3
Case management
6
Call center management
6
Help desk management
7
9.0
Lead management
9
Email marketing
9
9.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
9.3
Forecasting
9
Pipeline visualization
10
Customizable reports
9
9.0
Custom fields
9
Custom objects
9
API for custom integration
Not Rated
9.5
Role-based user permissions
9
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
7.5
Marketing automation
7
Compensation management
8
6.0
Mobile access
6

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