More than one person on your sales team? Try Hubspot to save hundreds of hours.
Anonymous | TrustRadius Reviewer
January 07, 2019

More than one person on your sales team? Try Hubspot to save hundreds of hours.

Score 8 out of 10
Vetted Review
Review Source

Overall Satisfaction with HubSpot Sales

We use Hubspot Sales to run all of our deal sourcing and business development. Our team is divided into a Sales team (finding clients and partners) and a Strategy team (professional services with clients and partners). Hubspot Sales is used mostly by our Sales team.

The pipeline features align our team. Hubspot Sales has been most valuable as the single source of truth for our client and partner sales pipeline. Our teams can instantly see what deals are in the pipeline, how much revenue we expect in the next month(s), and where the bottlenecks in our sales process are.

We get huge efficiency gains from communication features. Every part of our sales process is templatized, using the Hubspot Sale Templates and Sequences features. This allows us to send around 10x the number of emails and communication to clients and partners in our pipeline, and rapidly move them through the pipeline to closed deals.
  • Automatic tracking and logging of email threads so the whole team can see the conversation with a lead and easily collaborate on closing a deal.
  • Enables our team to share best practices through testing and measuring the performance of templates, then refining and sharing email templates that work well across the whole team.
  • We get most of our business from referrals. Hubspot makes it easy to run reports to see which of our referring partners are the highest-value, so we can take action to nurture those referring partners.
  • The workflow features seem cool but are actually fairly clunky and hard to implement.
  • I really wish there were easier ways to automate communication tied to the deal stage in our sales pipeline. E.g., if I move a deal forward to a new deal stage, I wish Hubspot could automatically send an email template to the contact associated with the deal.
  • The landing pages look like crap and are somewhat hard to deploy. I use Unbounce instead.
  • We are able to consistently hit our outreach goals every week of 160 emails per SDR and BD. Sending 160 emails used to take us about 20 hours / SDR / week, and now it takes about 5-7 hours / SDR / week, based on the Sales tools.
  • We've gotten to within 75% accuracy on our sales forecasts by analyzing our Hubspot reports, and better understanding the predictability of our revenue.
  • We have saved hundreds of hours in sales training by onboarding new SDRs and BDs using Hubspot's templates and sequences.
  • Streak
I used Streak briefly, but switched back to Hubspot, mainly because Hubspot does a great job giving you templates to start with for almost ALL of their features (as opposed to Streak, where you mostly have to build your own templates from scratch).

I would use Streak if I was a one-person sales team, as it is fairly seamless to use for a Gmail user, but with 5+ people at my company doing sales, I find Hubspot to be SO much easier for sharing templates, sales approaches, leads, and email conversations.
Sales velocity. We automated a report to tell us how quickly our sales team is moving leads through the pipeline, and have exposed and been able to solve several bottlenecks in our pipeline.

Referrals and channels. We automated a report that captures which referring partner our best leads are coming from. This is delivered to us automatically every week and helps us make week-to-week decisions about which channels to invest more of our time and resources in.
Great use case: If you have multiple salespeople, Hubspot makes it really easy to share and hand off email threads so the whole team can see the conversation with a lead and easily collaborate on closing a deal. Bad use case: We tried to use Hubspot as a tool to track our fundraising round. I don't recommend it, it ended up being too much work to manage.