Believe In HubSpot CRM
March 29, 2024

Believe In HubSpot CRM

Bruce Giles | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM to create, and complete tasks, load contacts, load and review deals, as well as send out emails. It helps me understand and how and when to follow up with prospects. It also helps send tasks to management for estimate requests, and questions that the prospect has generated by tagging them in the notes.
  • Sorts Tasks
  • Tracks emails
  • Records and tracks call
  • Saves templates for easy use
  • The new prospecting view is not as detailed as the old view I used to be able to easily see my daily activity now I have to create reports
  • The auto generation of company phone numbers it not always accurate
  • The hubspot template library could be updated with more/different examples
  • I feel it has had a positive reflect on business ROI
  • It has had a negative effect on call volume
  • It has had a very good impact on lead/deal management
I feel HubSpot CRM is easier to use versus salesforce, and is much more customizable to fit the needs of the sales steam. I feel zoom engage gives better prospecting, and definitely faster dialing options. I feel vanillas soft click to dial is alot faster then HubSpot. I feel HubSpot is better then all 3 but there are a few functions that I prefer from the other platforms

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

HubSpot CRM is great for tracking daily tasks. You can sort them by different categories, Its also great for historical contact data. Calling from hubspot is not as quick as with some other Crms that I have used in the past. So for a rep that is required to make a lot of calls their are better crms imo for that.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
7
Interaction tracking
10
Case management
7
Call center management
6
Help desk management
Not Rated
Lead management
10
Email marketing
9
Task management
10
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
7
Pipeline visualization
7
Customizable reports
8
Custom fields
7
Custom objects
7
API for custom integration
7
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
8
Compensation management
Not Rated
Mobile access
10