Great tool for connected Sales & Marketing Efforts
November 20, 2023

Great tool for connected Sales & Marketing Efforts

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

Overall Satisfaction with HubSpot CRM

We use Hubspot from a sales perspective to help automate and streamline the way that we prospect. It helps us stay organized in our daily call, email, and LinkedIn activities. Currently we have all of our reps, as well as BDRs leveraging the tool with the ultimate goal of generating pipeline.

Pros

  • Organization of daily prospecting with the tasks tab.
  • Ability to easily customize outreach to prospects through templates without spending a lot of time.
  • Good visibility of engagements/activity with prospects when you click into a contact

Cons

  • Built in call recording to tasks
  • Way to more easily identify someone as a contact that’s been engaged vs a prospect
  • Automatically take other people from a company out of sequence when one person responds. Or make it an easy option
  • Automation helps to save time so that we can reach out to more prospecting or save time that can be spent on more strategic sales tasks like deal management
  • Visibility/collaboration helps connect marketing and sales efforts vs them being siloed
  • Connection with Salesforce helps us to get more out of our CRM spend as we have valuable data insights coming from Hubspot
Hubspot is an extremely user friendly tool for our sales team, as opposed to some of our other tools being leveraged. It’s very easy to navigate and I believe that’s due to the structure of the tabs up top being able to easily organize things. It’s also unique in that both sales and marketing can live in the tool.
The biggest thing is visibility. Prior to leveraging Hubspot for both marketing and sales, we were leveraging 2 different tools and ultimately weren’t as aligned. Now we both can better understand what our outreach looks like, have quick insight to that activity, and ultimately align our efforts to drive more revenue.
  • Outreach
Hubspot has been more robust for us as a tool due to the fact that marketing also lives in there with us. Both tools have great prospecting functionality, but the big thing for us has been the ability to have better aligned efforts and visibility with both sales & marketing working in the same space.

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

This has been an extremely valuable tool for our sales group. It’s a great product to leverage for all things that go into creating pipeline, and also allows for us to have more cross-functional collaboration with our counterparts in marketing. I think this is really a good solution for sales and marketing teams that are doing a lot of outbound prospecting/hunting.

HubSpot CRM Feature Ratings

9.5
Customer data management / contact management
10
Workflow management
10
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.5
Lead management
8
Email marketing
9
10.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
10
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
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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