Easy-to-Manage Tool to Stay in Touch with Customers
Anonymous | TrustRadius Reviewer
Updated August 09, 2019

Easy-to-Manage Tool to Stay in Touch with Customers

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with HubSpot Sales

We use Hubspot Sales templates to interact with our customers and we also use the document tool where the system will give us notifications when someone opens our files. That way we can track and better target the right leads. We also use sales reports and deals to assign leads to the sales team and track who is making efforts to reach out to customers and what actions are missing.
  • Reports are easy and clear.
  • Templates are easy to share and edit.
  • Love the document sharing tool - easy to track interactions.
  • Some of the existing reports are not that useful for us; you have to know how to build the reports that will be meaningful for your organization.
  • The platform has helped us generate more leads.
  • It helps us stay connected with our customers.
I didn't make the decision but we were already using their marketing tools so it's good to just have one system for both sales and marketing.
We do our own customized reports, like how many touches each salesperson has done and did they follow up with customers who qualify as a hot lead, etc. I would say the customized ones are more useful for us and meet our needs.
It's a great tool for tracking customer interactions and sales team activities. If you know how to build your own customized report, it is very useful and easy to manage!