Customer Organization is KEY
November 20, 2023

Customer Organization is KEY

Cody Kozuch | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use it to organize our prospects and log outreach & follow up information. This helps us stay organized throughout our customer cycle.

Pros

  • Outreach reminders
  • Reports and daily tracking
  • Quick snapshot of your day

Cons

  • Organizing tasks
  • Hubspot creating accounts/contacts when it shouldn't
  • Limited use cases for beginner users
  • Increased Sales Rep usage
  • Increased customer outreach
  • Pipeline management
Salesforce was easier to navigate, but Hubspot has some great features. The one problem that keeps occurring is that it automatically creates new contacts/accounts even when I add a specific email to a company profile
It has been great pinpointing what type of customers we should target
I was at Salesforce previously and my new company uses Hubspot

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?

No

Would you buy HubSpot CRM again?

Yes

Has helped us stay on track with our outreach

HubSpot CRM Feature Ratings

6.5
Customer data management / contact management
4
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
3
Quote & order management
8
Interaction tracking
8
4.0
Case management
4
Call center management
4
Help desk management
4
6.5
Lead management
7
Email marketing
6
7.5
Task management
8
Billing and invoicing management
Not Rated
Reporting
7
4.3
Forecasting
4
Pipeline visualization
4
Customizable reports
5
6.7
Custom fields
7
Custom objects
7
API for custom integration
6
4.0
Role-based user permissions
4
Single sign-on capability
4
Not Rated
Social data
Not Rated
Social engagement
Not Rated
5.0
Marketing automation
5
Compensation management
5
3.0
Mobile access
3

Comments

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