HubSpot is meeting our needs for a single place for sales, marketing, and customer experience to track progress
February 12, 2020
HubSpot is meeting our needs for a single place for sales, marketing, and customer experience to track progress
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot Sales
HubSpot Sales is being used by our marketing, sales, and customer experience teams. We utilize it to manage track marketing initiatives and successes, sales pipeline, interactions, & contract information, as well as customer experience interactions, renewal management, and task management. This allows us to have a central repository of the sales funnel through renewal and everything in between.
- Central repository of interactions with prospects and clients.
- Good out of the box initial uses.
- Customer experience team runs in to limitations or need for excess customization.
- Task management for a team is challenging; no filtering for multiple assignees.
- Central repository of information
- Accurate tracking of marketing, sales, and customer experience dollars.
My other experiences are with Salesforce at a large organization for sales and customer experience management, as well as ClientSuccess for customer experience management. Salesforce is the behemoth in the market, with a bit too much flexibility for the company I currently work for. You have to hire a consulting team to set everything up, which is a bit more than what we need. ClientSuccess was great for just customer experience management and did have the ability to integrate with Hubspot Sales, but it was easier to keep everything in one platform.