HubSpot in a nutshell
July 11, 2023
HubSpot in a nutshell
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.
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 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.
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
HubSpot CRM Feature Ratings
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
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