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Great, from the Marketer's Perspective
March 22, 2017

Great, from the Marketer's Perspective

Maggie Millard | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot Sales

My organization is using HubSpot Sales to manage our pipeline, log communication with prospects, and track deal sources. I personally use it from the marketing perspective to check how my leads are converting once I pass them to sales. I do this both within HubSpot using filters, and by exporting the data into spreadsheets.
  • Managing our pipeline so we can make predictions
  • Organizing information in filterable lists
  • Synced automatically with HubSpot Marketing.
  • You can't dummy-proof the system, as I like to call it. For example, I'd like it to require my team to enter a deal source before closing the deal, to ensure that our records are complete.
  • Increased efficiency between sales and marketing alignment
  • Ensures that we don't drop new leads
I don't have experience with other comparable tools, so I can't say where it wouldn't work well. I can say, though, that for our small company with a sales team of 3 FTEs, it's perfect. Makes it easy to communicate and share the right amount of information, increases alignment between sales and marketing (an area we were previously struggling with), and is at the right price point for a small company.