Easy to navigate CRM
September 28, 2023

Easy to navigate CRM

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

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM upwards of 50 times a day - it allows me to stay organized with the new prospecting tab, which allows me to view my calendar as well as show emails/calls sent and opened. It also allows me to have insight into how my sales/marketing emails are being received. I can easily set up sequences, which helps me stay on top of who I'm outreaching to.

Pros

  • Sequences
  • Allow contact records to be updated easily
  • Seeing contact activity and connection to deals

Cons

  • Creating contacts that automatically connect to the account I am currently looking at would be a nice upgrade.
I mentioned this in my previous note - but I had used Salesforce prior to this role and, in my opinion, it was a hot mess to say the least. It was difficult to pull reports, navigate previous communication with clients, even uploading new contacts was a nightmare. I think HubSpot CRM has created a streamlined process and an easy to use interface.
As a Business Development Specialist - my role mostly includes new customer outreach and we don't overlap too much with the marketing team. The times we do interact within HubSpot CRM is around templates and snippets created to help our outreach and have universal language that is used externally.
Not sure the exact Salesforce product I previously used - but I think it was awful.

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

At my previous company we used Salesforce as our CRM - I think HubSpot CRM is infinitely better. HubSpot CRM is more intuitive, easier to navigate, and shows activity in a more streamlined manner. When I was hired, it was especially easy to go through all of the previous outreach that had been done to various contacts and companies, as well as current deals versus deals closed lost.

HubSpot CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
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
Not Rated
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
Not Rated
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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