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Review of HubSpot from a Sales perspective
July 20, 2023

Review of HubSpot from a Sales perspective

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

Overall Satisfaction with HubSpot CRM

I use HubSpot for enrolling leads into cold outreach sequences. We use HubSpot as the CRM software, keeping a record of contacts, and developing automation, sequences, and templates.
  • Business Automation and Workflows
  • Email Marketing Campaigns
  • Outreach and Reporting
  • Add more integrations to HubSpot
  • Reporting should be made better
  • AI should be integrated to find issues and fix them
  • Hubspot has streamlined our proccesses with the help of automation and sequences
  • Deals are easier than ever to make removing the hassle of creating them manually and then tracking them
I haven't used any other software

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

HubSpot is well suited for running marketing campaigns and maintaining customer and prospect details. I use it for adding contacts, enrolling them into sequences and tracking activity. Further, it's used for creating deals and moving each prospect through stages. The end of the process is closing deals by creating contracts in HubSpot which is another feature that comes very hand.

HubSpot CRM Feature Ratings

8.2
Customer data management / contact management
9
Workflow management
8
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
9
2.0
Case management
2
9.5
Lead management
9
Email marketing
10
7.3
Task management
7
Billing and invoicing management
7
Reporting
8
7.3
Forecasting
4
Pipeline visualization
9
Customizable reports
9
9.0
Custom fields
9
Custom objects
9
API for custom integration
9
8.5
Role-based user permissions
9
Single sign-on capability
8
Social CRM ()
Not Rated
7.5
Marketing automation
8
Compensation management
7
5.0
Mobile access
5

Using HubSpot CRM

100 - Sales (B2B), Marketing, Sales (B2C), Customer Service
3 - They should be proficient with designing automation, understanding workflows and have an analytical mindset.
  • Marketing
  • Sales B2B
  • Sales B2C
HubSpot is serving as a backbone for our organisation.