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HubSpot in a nutshell
July 11, 2023

HubSpot in a nutshell

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

Overall Satisfaction with HubSpot CRM

1. To keep track of leads and when to follow up
2. The most important feature it helps me achieve is the follow-up and kick off from when I left off
3. To store vital information (email, position & number) of the leads
4. The ability to develop a buying process and tweak HubSpot to follow that path makes tracking easy.
  • Follow up reminders for tasks are easy to implement and execute
  • Linking LinkedIn profile for companies as you create a new page/company
  • Tracking when emails are open and links clicked
  • Tying accounts to deal and moving them along the funnel
  • Tracking emails sent and meetings booked
  • Tracking campaign successes
  • Integration to LinkedIn for robust account management could be cheaper
  • The mobile app can be easier to navigate
  • Better Documentation
  • Better Tracking of Prospects, Deals and Opportunities
  • Faster research on prospects with linking LinkedIn
HubSpot is easier to use, easier and faster to navigate, allows seamless navigation.
With HubSpot, you don't need much training to start and once you start and get stuck, the rich library will help you with the resources you require.
Finally, HubSpot reporting makes it easy to assess where you are as a Business Development Rep or any other Sales employee and what is required to achieve your daily, weekly, monthly or quarterly targets you have set for yourself
HubSpot makes tracking of sales pipeline, follow-ups much easier than Excel. Input of data is also simplified and easier to navigate

On the contrary, Salesforce is also simple to use, however, much to navigate through as it is much more robust and could get you confused if you are operating in multiple roles in the organization.

Do you think HubSpot CRM delivers good value for the price?

Not sure

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

1. Small companies between 3-100 staff will derive a lot of value from this CRM.
2. It's very easy to navigate without much hassle and a very robust help library.

HubSpot CRM Feature Ratings

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

Using HubSpot CRM

7 - The Sales and Marketing functions are very embedded in this as we are a startup and just trying to grow our customer base and retain them. The CEO is also heavily dependent on the data that comes out of HubSpot as it enable him plan and re-strategize if necessary and ascertain if we are meeting the projected targets for revenue.
1 - 1. HubSpot Academy Training
2. A bit of Marketing Experience
3. A bit of Sales Experience
4. Analytical orientation and Know-How
5. Problem Solving skills
6. Sales and Marketing Leaders
7. IT support personnel that understand how APIs work and also have the ability to integrate the solution into other apps
8. Ability to work with forms and process improvement
  • Generating Sales Lead
  • Pushing the Sales Cycle to a completion - getting the PO
  • Pursuing more POs by repeat business based on existing interaction with the buyer
HubSpot is our single point of collating all data and it helps even with appraisal of staff performance. Determining the efforts going into our sales process, tracking progress in the process and externally with those that read/make contact with our outreach. It also helps determine next steps and strategy revisit. Our sales and marketing strategy revolves around HubSpot and how we use it.