When HubSpot made workflow easier!
July 31, 2023

When HubSpot made workflow easier!

Ayesha Riaz | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM for all communication with our authors. We send emails, track emails, maintain contacts, deal records, and all stages of a deal. We also book meetings using HubSpot. HubSpot helps us track every deal with an author and create contracts. We enroll leads in sequences which are automated and make our life easier and save time.

Pros

  • It tracks emails and email threads like no other CRM.
  • It has automated sequences so we have to do nothing and just enrol a lead and HubSpot takes care of the rest.
  • It can be linked to the calendar so meetings can be automatically booked.

Cons

  • HubSpot will be better if there were more integrations.
  • From the price point of view, i Think it could be more reasonable.
  • After incorporating HubSpot, out deal cycle has went shorter by 12 days on average.
  • We have had cost savings by 25% because we do not have to buy any additional software for mass communication.
HubSpot is the only CRM I have used so I cannot comment on that.
It has definitely made it easier as we can track all sales and marketing communications so everyone is on a single page. We can also do reporting to check the performance of each team and identify areas of improvement. We can more easily collaborate through this platform asd well. Overall, it has really improved the alignment.

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

When you want to save time and do mass communication, HubSpot is very well-suited for those scenarios. When you have daily KPIs to meet, HubSpot makes everything more transparent. It can help you track activity of other employees as well through reports to give you an understanding of your standing in your ogranization.

HubSpot CRM Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
7
Interaction tracking
9
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
9
Email marketing
9
8.3
Task management
8
Billing and invoicing management
8
Reporting
9
8.7
Forecasting
8
Pipeline visualization
9
Customizable reports
9
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
8
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
Not Rated
Mobile access
Not Rated

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