Excellent CRM Tool, Particularly for Smaller Teams
May 25, 2017

Excellent CRM Tool, Particularly for Smaller Teams

Grace Tan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot Sales

HubSpot Sales is used by our sales and marketing staff as well as our director to keep track of sales opportunities and contacts. It helps us to keep everyone aligned on the same page, with the same objectives and understanding of what tasks are being carried out to push deals through the sales pipeline.
  • The email tracking tool is my favourite feature of HubSpot Sales. It gives us good insight into who is reading our emails, when they are reading them, and whether they are visiting our website as a result.
  • The Sales Pipeline gives us a good overview of deals that are being worked on, by whom, and when they are expected to conclude.
  • The Tasks tool is useful for scheduling calls, emails, and other CRM activities to nurture leads or address customer needs.
  • Nothing immediately comes to mind. So far, HubSpot Sales performs excellently.
  • We have seen reduced time spent on back and forth communication between Sales and Marketing to check whether leads are being followed up on, and what activities have been scheduled.
  • The Sales Pipeline tool also gives us a good idea of how close a prospect is to conversion.
  • The Sales Pipeline and other dashboard widgets give us a good idea of sales performance for the period.
HubSpot Sales is best suited for SMEs but should be scaleable for even larger businesses. The Sales Pro subscription provides additional functionality (e.g. Meetings) that are extremely useful for a small team in which each member has many leads and customers to juggle. HubSpot Sales works particularly well if you are also a user of HubSpot Marketing.