CRM that doesn't suck
March 20, 2017
CRM that doesn't suck
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot Sales
I am using HubSpot to manage my prospecting and sale process. I am the only person in my firm using the platform. HubSpot sales addresses the need for effective and timely communication with prospects and clients. HubSpot is excellent at minimizing data entry by capturing contact data from Outlook and Gmail. Additionally adding companies is a breeze with the browser plugins. Email tracking is excellent with the Sidekick add-in. And knowing who is on your website and when is further enabled with their tracking code. Productivity is further accelerated with the built in dialer for phone work and the email template library makes email effortless.
- Data entry
- Pipeline/Deal management
- Prospecting cadence management
- Sales activity tracking
- Android application needs more of the features that make the desktop version so awesome
- Browser plugin should be able to extract leads from LinkedIn
- Would be nice to be able to execute an action from the task list without having to go into contact record
- At least 2x time saved NOT having to do duplicate data entry (i.e. entering contact info into Outlook and CRM)
- At least 10x time saved with email templates
- 2-3x productivity when phone prospecting with built in dialer vs manually dialing phone
- Dashboard provides instant, credible snapshot of pipeline and current sales activity
- For people with call reluctance - dialer eliminates that problem.
Best value and ease of use hands down compared to the CRMs I've tried. Method CRM does offer out of the box QuickBooks integration for the 85% of small businesses that use QuickBooks and QuickBooks Online.
Using HubSpot Sales
1 - Sales, marketing and customer service
1 - I am a beta user and love to break stuff and push the limits of a product.
- Growing the business through sales
- Sales and prospecting acceleration
- Sales activity tracking
- Pipeline management
- Email tracking integration has resulted in faster lead conversions and timely reengagement of dead leads
- Website tracking has enabled more timely lead engagement
- Easy ability to record calls created easy sales coaching opportunities
- This really depends on what plans HubSpot has for the platform.
Evaluating HubSpot Sales and Competitors
- Price
- Product Features
- Product Usability
It needed to be EASY and INTUITIVE to use with phone and email integration.
Not sure that I would. My buying process is - 1. Does the product solve my problem 2. Is it in my budget? HubSpot fit those requirements.