A Must for a Growing Sales Team
Anonymous | TrustRadius Reviewer
December 20, 2018

A Must for a Growing Sales Team

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with HubSpot Sales

HubSpot Sales is being used by our B2C sales force. Our call center creates contacts and either schedules appointments for the sales folks or hands the qualified lead off to a salesperson to follow up on. In both instances, the contacts are created in HubSpot and our sales team uses HubSpot to get the contact's information and make notes on follow up. Depending on the customer's persona, we also have nurturing campaigns set up in HubSpot, as well. HubSpot helps us keep all of our customer contact information in one spot.
  • HubSpot Sales is very user friendly for our sales team who is often on the road. They have the app downloaded on their iPads and can update contacts no matter if they are in the office or not.
  • Our sales team appreciates the different views available for Deals. This makes it super simple for them to find what they are looking for.
  • Reporting is simple with HubSpot. There are pre-built reports and dashboard items that are user-friendly or you can customize whatever you are trying to get KPI's on.
  • Sometimes, help isn't readily available. If you put a ticket in, they will get back with you, but it might take a day, which can be frustrating if it's something urgent on your end.
  • We have been better able to follow our contacts through the sales cycle.
  • While I don't have exact numbers, HubSpot Sales has definitely made our sales team more efficient, which saves them time and allows them more time to concentrate on selling.
We used dynamics for a couple of years prior to implementing HubSpot. I was not involved with the selection or usage of dynamics, but I have been told that we had constant issues with "glitches" that needed paid tech support to solve. We have not had any such issues with HubSpot since our implementation over 2 years ago.
We have created sales dashboards that include KPI's that are important to management, such as sales totals by month and YTD, deals won and deals lost, deal stages by a salesperson, lead source, and total revenue. We also have reports set up that automatically send out to the sales team every day which contains contacts that they need to follow up on.
We have developed our entire sales and marketing strategy with HubSpot's capabilities in mind. Our call center, sales team, and marketing group all use HubSpot to do their jobs. We use HubSpot's sales and marketing capabilities for every step in the sales cycle. We are able to segment our contacts and provide the most useful information to each persona.