SDR review
July 27, 2023

SDR review

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

Overall Satisfaction with HubSpot CRM

Utilize hubspot to keep track of my entire client journey from lead to sale. Tracks each pathway of communication through 3rd party integrations.

Pros

  • Love the fact that I am able to see an organized client profile with every interaction across each department whether through intercom, marketing, whatsapp, salesmsg, gmail. Allows me to come to the table with every bit of information pertinent to the client.
  • The visual ease of each client parameter we have created. Allows the ability to see clear and concise numbers in relation to sales, lost sales, warm sales, etc.
  • data tracking in regards to my sales compensation. Allows me to easily track and hit my numbers each month.

Cons

  • I thoroughly enjoy the CRM platform for my SDR role.
  • Lots of 3rd party integrations. but such is the software sales industry. We sell an all in one software yet we have to navigate through soooo many different integrations.
N/A
Fantastic. I am now able to track what marketing tactics are being used and what that client has received or been interested in thus far.
I have not used others

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

Was able to track a client who was interested in a certain marketing avenue we explored, who then created an account, who then had several questions through our Intercom Messenger, who I was then able to contact and come to the phone call completely prepared with several talking points that only further gave me a leg up in pushing through a sale.

HubSpot CRM Feature Ratings

8.0
Customer data management / contact management
8
Workflow management
7
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
7
Interaction tracking
10
6.3
Case management
6
Call center management
7
Help desk management
6
7.5
Lead management
7
Email marketing
8
8.0
Task management
7
Billing and invoicing management
8
Reporting
9
9.7
Forecasting
9
Pipeline visualization
10
Customizable reports
10
9.0
Custom fields
9
Custom objects
9
API for custom integration
9
8.0
Role-based user permissions
8
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
9.0
Marketing automation
9
Compensation management
9
2.0
Mobile access
2

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