Awesome CRM for Sales, Marketing, and Customer Service!
February 04, 2020

Awesome CRM for Sales, Marketing, and Customer Service!

Meredith Mackay | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with HubSpot Sales

HubSpot is being used by my organization in many capacities. We used it to track contact information, we use it for any interactions we have with prospects and/or clients. We use it to track sales pipeline. Leadership uses it to track our pipeline and growth revenue. We use it for reminders and for follow up tasks. We use it to store documents we have sent to the prospect and/or client. It helps streamline the sales process in its entirety.
  • It does a great job tracking email opens and/or clicks.
  • It does a great job organizing/filtering all contacts so you can quickly view anyone in a specific area or state or even by a technology.
  • It can improve follow up tasks, like adding an "important" notification to alert you that this task is important and should be followed up with first.
  • It could do a better job with layout.
  • HubSpot I believe has created an ROI on our company because it allows me to be more efficient.
  • It has had a positive impact on customer service.
Salesforce and NetSuite are both great software however I believe HubSpot stacks up against them quite well. HubSpot has all of the same features when it comes to Sales Reporting, Dashboards, Follow up tasks, Note Taking, etc as the others. I would say Salesforce is more integrated, it has a lot of other features that can be used outside of sales. HubSpot can be used outside of sales as well such as marketing and customer service but not like Salesforce. NetSuite is great as well but HubSpot has been easier to navigate, train on, and use.
I usually generate a few reports with HubSpot Sales such as marketing campaign reports to see who opened or clicked. I will pull reports to see which campaign email had a better open ratio. I pull reports on activities such as calls, meetings, emails, etc. All of the reports that I have pulled have met my needs.
HubSpot is well suited for many scenarios but the most prominent one in my role is following up with clients and/or prospects. It really helps me keep track of last interactions which includes notes, emails, calls, and meetings. Being able to see previous contact with a person helps me know where I have left off and also how I need to follow up. This is crucial for sales people since it is very difficult to remember all interactions and communications on your own.