My Experience with HS.
March 30, 2024

My Experience with HS.

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

Overall Satisfaction with HubSpot CRM

Sales and customer success use HS extensively. For sales, retrieving emails and seeing what communications we have sent to specific contacts and organizations is awesome. It's also great to see all the activity these contacts or organizations have been engaged with. Dividing territory is useful for a global sales team as well. For CS, it's great to divide up who handles what accounts for overall transparency.
  • Contact Owner.
  • Activity Tracking.
  • Sometimes, tracking isn't fully coherent. E.g., you send an email, and it says that tracking data is not available because the user chose not to track this email when, in reality, the user never clicked anything to not track the email.
  • Emails look 10/10 prior to sending, then you send it and line breaks aren't incorporated. Makes emails (especially important for sequencing) look extremely messy and unprofessional.
  • Using HS has led to more meetings booked with ICPs, consequently generating more sales.
  • The activity tracking has made it easy for two sales employees not to reach out to the same person, making our company appear more on the ball and generating more sales.
  • Email sequences have allowed us to send WAY more emails, leading to more sales.

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?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

It's very appropriate for tracking emails and calls for transparency's sake. In this case, it's extremely useful, so that two people don't reach out to the same person if someone is already handling it. The email function is a little messy at times, so I prefer to email from Gmail itself.

HubSpot CRM Feature Ratings

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