Better prospecting with HubSpot
November 20, 2023

Better prospecting with HubSpot

Mark Hautala | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot to message and call prospects where we can have a system of record for all touch points. We also use it to keep lists from conferences or where we run marketing campaigns. It’s able to be used to dial out calls and to have sequenced steps for email, call, LinkedIn, etc.

Pros

  • Source of record
  • Easy to use
  • Allows for marketing capabilities

Cons

  • The mobile app is not as easy to use as desktop
  • Better LinkedIn integration
  • Better visibility into the thread content of what’s being sent
  • Reps are able to see interactions that have happened
  • Can actually forecast your pipeline
  • Less time spent on manual tasks
I like the ease of use compared to Salesforce CRM. It is easier to send and modify emails than Salesforce. HubSpot also allows the user to create and modify sequences that I was unable to do in Salesforce. It’s a one stop tool that doesn’t need others plugged into to make it worth using
We’re able to run campaigns and receive reporting on which prospects have been contacted and who still needs to be contacted. Our marketing team is able to send larger campaigns to larger lists to get webinar invites out. It works well for smaller targeted campaigns to larger get many people engaged campaigns
I enjoyed using Outreach as a CRM too. Many of the functions work well for both HubSpot and Outreach. I personally like how Hubspots customized fields, messaging and calls work the most. Salesforce is more universally used for larger corporations and has more fields offered. Outreach and HubSpot allow better messaging, calling, and sequencing than Salesforce

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

Great for recording calls and having a record of emails and responses that are sent/received. I like the task feature and how it can be used to set reminders of when and how to follow up with people. It works well for others who have HubSpot within the organization because they can see anyone who’s been contacted and the response they received

HubSpot CRM Feature Ratings

8.0
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
7.5
Lead management
7
Email marketing
8
8.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
Not Rated
7.3
Forecasting
7
Pipeline visualization
7
Customizable reports
8
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
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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