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HubSpot Sales Review 6 of 58
User Review: "Hubspot Sales from a CFO perspective"
https://www.trustradius.com/sales-email-trackingHubSpot SalesUnspecified8.4177101
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January 07, 2019

User Review: "Hubspot Sales from a CFO perspective"

Score 7 out of 101
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Overall Satisfaction with HubSpot Sales

It is being used by the Sales and Service team (to track deals from initiation to delivery) as well as by Accounting & Finance (to forecast cash flows and manage accounts receivable).
  • Allows the customization of the workflow of sales, production and delivery process.
  • Manages communication with customers
  • Has robust search functionality
  • Integration with Gmail and/or Outlook needs to allow for linking emails to specific deals, not just to contacts or companies
  • Open API
  • Greatly reduces the number of internal emails regarding specific deals.
  • Helps Sales and Service people to stay on top of lots of small deals at once
Hubspot is much more easily configured, has a cleaner, more intuitive interface and design.
Opportunity management mostly. Yes the reporting is excellent.
Fantastic for web-based sales, especially retail. Not as well suited for firms which need to handle both sales and manufacturing.