An Easy to Use Time-Saver that Sales Reps Actually Like!
April 25, 2017

An Easy to Use Time-Saver that Sales Reps Actually Like!

Stephanie Casstevens | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with HubSpot Sales

At Label Insight our sales / customer development and customer success teams are using HubSpot Sales (Pro version) as well as Salesforce. For us, it's made us more efficient at things like sending emails that are often similar but with a touch of personalization, scheduling meetings with external people, sharing and tracking documents, and more. Also, we can easily track opens, clicks, and emails in our CRM (Salesforce).
  • Never waste time copy/pasting emails again - templates are a lifesaver!
  • Easily log sales emails and engagement in HubSpot and/or your external CRM
  • Awesome document tracking capabilities
  • Real time open & click notifications
  • When creating new contacts from the sales extension/email log in CRM it defaults to subscriber. *UPDATE!!* 4/25 HubSpot emailed me this morning about this and said they made an update which set the default lifecycle stage to lead in the sidebar (sales extension)!! YAY!
  • There used to be a check box in "log in CRM" to default to "always log in CRM" but it's gone...I'm not sure why!
  • It'd be nice if you could associate people with multiple companies or "past company" were an option.
  • Emailing two people in one email is difficult with tracking and tracking replies, especially when separate and not replied to all, is challenging.
  • Our data is cleaner - using HubSpot makes it easy for sales reps to add new contacts with a little bit better information and fills in some of the gaps automatically.
  • Leads don't get lost in the shuffle - when added to sequences follow up happens automatically.
  • No one gets redundant messages - contacts are automatically removed from sequences when they complete necessary actions such as replying to the email.
  • Saved time!! Emails saved as templates make follow up quick and easy.
  • Don't forget the details - our reps are able to craft follow up messages when it's fresh in their minds and schedule them to send later or in a sequence instead of having to reach back into notes and recall the conversation when it comes time to follow up.
We actually use or have used pieces of Engagio (still using for ABM), ClearSlide and Intercom but we ended up migrating all of our team members to HubSpot sales because it covered all of our needs (email tracking, document tracking, etc.) and more - like scheduling meetings with the meetings feature. It's clean and easy to use and there's plenty of training available!
In terms of reporting with HubSpot Sales I report on two things:
1. How are my reps using the software? I like to see who has created content, sent emails, etc.
2. How are the emails performing? I report on which emails, sequences, etc., are particularly successful and try to find trends we can repeat and scale.
HubSpot Sales is great for making your salespeople more efficient and taking out some of the tedious, administrative work that..let's face it, sales reps aren't great at. HubSpot Sales gathers a lot of information automatically and makes it easy to clean up contact data and follow-up with qualified leads. Just like the powerful marketing automation tool workflows, sequences are the salesperson's tool to contextual, personalized follow up without having to remember to send follow-ups, schedule task reminders, etc. Plus you can track the performance of specific sequences, email templates, etc., over time to improve!

Using HubSpot Sales

19 - Our users come from a variety of teams. We have onboarded all our reps from our Sales, Customer Development and Business Development teams. We also onboarded many customer success reps as well as our marketing team to help. We originally started out with 10 users but at this point we've almost doubled that.
1 - I'm really the only person supporting the team. However, I'm able to onboard a new user and get them completely set up in exactly 30 minutes. I can onboard multiple people in one session and they walk away feeling confident using the tool. I send follow up user guides from the HubSpot Academy for help and have a Slack channel available for questions but they usually jump right in!
  • Sales reps don't have to copy/paste emails and retype the same messaging over and over.
  • We can test multiple templates and find which ones work best instead of guessing.
  • It makes tracking sales emails easy and allows for more closed-loop reporting!
  • We've started using HubSpot Sales Pro for our customer success team as well. There are templates, sequences, and documents that are specific to them and we use folders to organize this.
  • We allow people to schedule onboarding discussions with our CS team through the meetings function.
  • I use the email tracking to see when people internally open my emails and then go bug them about them!
  • I see us being able to use HubSpot Sales even more in the future to A/B test specific subject lines by rotating which templates are sent
  • We could re-engage prospects who've gone dark but allowing sales reps to enroll them in marketing created re-engagement sequences that are more personalized than large workflows
I can't imagine going back now - we use HubSpot Sales Pro in SO many different ways and have gotten so much insight out of it already.

Evaluating HubSpot Sales and Competitors

Yes - We combined our new CS tool and HubSpot Sales Pro to replace a lot of what we were doing with Cirrus Insight. This tool was cumbersome and didn't give us the analytics we needed either. Plus, the HubSpot tool offers so much more for both our sales and CS teams.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Prior Experience with the Product
  • Vendor Reputation
  • Existing Relationship with the Vendor
  • Positive Sales Experience with the Vendor
The tool covered our needs. That was the most important thing. Granted the sales experience with HubSpot was great as always and we did have an existing relationship with them - plus this makes it easy to integrate with our marketing efforts. But the tool is just easy to use and our sales reps actually use it.
I don't think I would change a thing. Our rep at HubSpot even got on a call with our entire team of 10 at the time to go over the tools with everyone and talked through each tool, how to use it, and best practices. It was great! I can't think of anything I'd change.

HubSpot Sales Implementation

It was not only SUPER easy to implement, we had some amazing support from HubSpot. They scheduled a call to go over each individual tool with our team and provided guidance and best practices plus answered any questions are new users had. It was wonderful and really helped them get started confidently.
  • We did notice that new contacts were defaulting to subscribers in the extension but this was quickly resolved by HubSpot!
  • A few users were getting a lot of notifications until we showed them how to turn off some of them.
  • When people don't create folders it gets messy quickly!

HubSpot Sales Support

Oh my goodness HubSpot Support is just amazing. I submitted a question/issue to them yesterday and by this morning I had this response:

"Hi Stephanie,

I hope this finds you well and thanks so much for your patience while I was working to update the extension with my team. We were actually able to push through an update yesterday afternoon which set the default lifecycle stage to lead in the sidebar. If you take a look now, that should be in place. If it has not updated yet, I would recommend uninstalling and re-installing the sales extension so an updated version and be pushed through.

Again, I want to say that I sincerely appreciate that you took the time to reach out to us and help us iron this out. HubSpot really values constructive feedback with real use-case backing to help push it along. So, thank you!"

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - Absolutely! It was resolved even more quickly and better than I could've hoped for. They not only solved my issue quickly, they made an update to the platform for everyone using HubSpot Sales and thanked me for my input! It was a seriously great way to start my day to come in to work and not only have it fixed but more!
As I said before, HubSpot support is always amazing at jumping on issues but this one was particularly great (the one I mentioned previously). They were on top of getting the fix, they went right to the product team and a change was made to the entire tool that will benefit all users!

Using HubSpot Sales

It's totally clean, consistent, and easy to use/understand. I love everything about this tool! From Gmail to being in the platform everything looks similar, is orange and easy to find, and very clear and user friendly. It's intuitive and hey, if my sales reps are using it it must be good and simple!
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Templates are freaking amazing. You can even take a previously sent email and save it as a template and make edits/add personalization.
  • The meetings tool that integrates with your calendar is fantastic.
  • The Chrome extension that gives real time email notifications is awesome. It's easy to mute a thread, turn on/off, or hide too.
  • Sequences can be a bit tricky to learn and takes a little more time but is very powerful.
  • The calls tool and messages I haven't really gotten into just yet as there's more to it - not necessarily cumbersome just takes more effort.
  • Documents can be tricky but overall it's great - just remembering where to click to see what.