Highly intuitive and makes my sales life easier
February 08, 2024

Highly intuitive and makes my sales life easier

Kate Berinhout | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

As a sales representative, I use HubSpot to create, keep track of, and follow up with leads. It is the heart of my day-to-day work. Everything I do is either on HubSpot to to be uploaded to HubSpot. The sales teams as a whole keeps tracks of 100,000 if not more leads in a day.
  • Easy to use tasks
  • Easy to use data analytics (with a wide variety of options)
  • Easy contact and company uploads
  • Overall intuitive and easy to pick up. Not a huge learning curve even for someone with no CRM experience
  • A way to organize deals under multi-location companies
  • A way to better organize the feed on a company page. To filter what shows up, so it doesn't get bogged down by multiple contacts
  • Multiple task reminder options. Or a 15 minute reminder option
  • quicker sales rep integration - new employee onboarding has been easier and quicker, thus leading to more efficient and successful results
  • it has increased our lead development throughout the country
  • it has increased out inter-department communication and relations
It is much more intuitive. That is the big thing for me and from what I have seen. It looks daunting but after literally a few days, you catch on. That's huge for businesses big and small, if you don't have to constantly worry about babysitting a new employee because the main software we use is difficult. HubSpot makes it so each work can develop their own system and do so efficiently. Much more than Salesforce, in my experience.
HubSpot is much more intuitive. My learning curve for HubSpot was significantly less than for Salesforce, which allowed me to jump into things at a much quicker rate. Thus leading me to be a more proactive and productive member of the team in more ways than I was able with Salesforce.

Do you think HubSpot CRM delivers good value for the price?

Not sure

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

HubSpot is very well suiting when you're dealing with 1000s of leads at a time. The lists capabilities make organization endless. So for sales, this is an ideal CRM. For the operational ends of a business, I don't think it is as suited. Particularly for staffing and hiring and keeping track of contract employees is not as easily organized

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
Not Rated
Interaction tracking
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
10
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
6