Handy tool for any SDR!
June 27, 2024

Handy tool for any SDR!

Tyler Mannings | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I utilize HubSpot CRM to handle all my leads emails, calls, status and workflows to help me better reach my customers. Being able to know when, and where I have made calls or emails, assigning myself tasks daily so I know what i Need to accomplish is huge to reach my sales goals

Pros

  • Template emails
  • Status if the email has been read
  • sending workflow schedule emails out

Cons

  • workflow explanation
  • integrations
  • more helpful solutions for training
  • been able to help reach more customers with emails
  • been able to easily integrate air call to make calls
  • been able to track deals super easy
Fairly easy to use once you get the hang of it, I don't think I use remotely everything that I could but I would like to learn more

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

I think if you need to keep track of your customers coming in, reaching out to your customers easily it is essential and perfect to use

HubSpot CRM Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
8
Interaction tracking
8
8.0
Case management
8
Call center management
8
Help desk management
8
9.0
Lead management
9
Email marketing
9
8.0
Task management
8
Billing and invoicing management
8
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
8.0
Mobile access
8

Comments

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