Easy to use, perfect for our team
Tom Wondra | TrustRadius Reviewer
December 21, 2018

Easy to use, perfect for our team

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with HubSpot Sales

HubSpot Sales is being used by the entire organization. The Sales team uses it to track and monitor deal flow and contacts, as well as task management to ensure things don't fall through the cracks.

Executive Management uses HubSpot Sales to monitor deal progress and track sales estimates and expected close timing.
  • Integration into GSuite/Gmail. The setup is super simple, and eliminates the need for duel entry as contacts and email streams flow freely from Gmail into HubSpot.
  • Task Management. Tasks are easy to setup by deal, company or individual. The reminders help keep users on task.
  • Funnel Management. It is easy to see where deals are in the funnel, and to manage deals if they stall.
  • Visualization of the funnel. There is a kanban-type board for deal flow, but it could be presented better visually to make it easy to manage.
  • Reporting. The reporting is ok, but leaves a lot of room for improvement.
  • Notes Editor. You can add notes to each deal, company, or contact, but there aren't any basic editing tools in the text box. For example, a simple bullet button, italics, bold, etc. would go a long way in making the taking of notes within HubSpot much easier.
  • HubSpot is cost effective. The monthly outlay is quite low compared to the value of the deals running through it.
  • 100% of our deal flow is tracked using HubSpot, so the business never loses site of opportunities.
  • Executive Management is able to monitor projected close values and time them against needed cashflow.
HubSpot Sales had the features we wanted at a very cost effective price. Some of the other options have a heavier admin burden, and as a small shop, we needed to minimize admin overhead as much as possible. Also, the integration into GSuite/Gmail is super easy, and has been a huge win for our team.
The only real reporting we generate out of HubSpot Sales are the online lists of deals, tasks, contacts, etc. The current use is fine, but a more robust reporting option would be a huge help. It would also be helpful to be able to automate reports-to-pdf-to-email. All of that said, we don't have a huge need to generate reports beyond what we do today, so it isn't a deal breaker for us.
HubSpot Sales is well suited for sales teams that want to really use a CRM. As with any tool like this, it is only as effective as the willingness of the team to use it. Adoption is easy and the overhead of keeping it updated is not real heavy. It seems to be most ideally suited for smaller teams, but I could see it being quite effective for larger teams, as well.