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    Phillip B.

A user-friendly CRM that helps drive and optimize customer outreach

  • September 30, 2020
  • Review provided by G2

What do you like best about the product?
I am able to easily create customized reports to capture the data that drives my customer outreach. Before using HubSpot, customers would fade away, but now I am able to see who needs attention. Additionally, HubSpot Academy is a great resource to familiarize yourself with the system's functionality - the courses are fun and engaging, and they allow you to speed up the videos, which is a great way to balance learning with our busy schedules!
What do you dislike about the product?
The data integration of HubSpot and our main system sporadically updates, so sometimes the contact information is incomplete. This creates wasted time going between two systems, as well as malaligned information prone to errors. There are a lot of great tools to use, but so many of them are blocked off and we have no opportunity to test them out to see if they may be an asset to our company.
What problems is the product solving and how is that benefiting you?
Our company is heavily focused on revenue goals, and uses HubSpot to track a lot of that activity. Additionally, the communication tracking is helpful to ensure no information is missed. There are certain areas that are finicky, such as not being able to remove email addresses for customers that are no longer with their respective companies - that is, the field must always be populated.
Recommendations to others considering the product:
Be sure to really understand what your goals are when you incorporate HubSpot into your system -- it's a great tool to use, some expertise is needed to align and integrate existing systems with HubSpot.


    Marketing and Advertising

Effective

  • September 30, 2020
  • Review provided by G2

What do you like best about the product?
Hubspot helps you be considerate to the clients. For example, not being allowed to add people multiple sequences at a time is important.
What do you dislike about the product?
The tool is extremely helpful but you can always use more data. Seeing individual opens when looking at a sequence performance would be helpful.
What problems is the product solving and how is that benefiting you?
Deal tracking and scaling client outreach.
Recommendations to others considering the product:
If you're going to use the tool, really use to the tool - that's when you'll see value.


    abhyudit d.

Big easy

  • September 29, 2020
  • Review provided by G2

What do you like best about the product?
The ease of use, visual UI/UX is very uncomplicated.
What do you dislike about the product?
Some information inside HubSpot Sales Hub that already is visuble (email opens and stuff for instance) are not the easiest thing to report on.
What problems is the product solving and how is that benefiting you?
Using it for multiple external clients to track sales outreach and report on it. So far,so good


    Diogène N.

A groundbreaking training on what sales is in the 21st century

  • September 29, 2020
  • Review provided by G2

What do you like best about the product?
The fact that we understand that sales is about helping the customer to buy.
We are not selling our services and products, we provide buying opportunities to our clients.
I also like the chat flows, e-mail sending functionalities provided in the sales hub.
What do you dislike about the product?
the fact that one needs an enterprise account to have access to playbooks.
What problems is the product solving and how is that benefiting you?
Tracking my activities on my deals, have a better view on my best prospects and get professional documents to send to customers and prospects.
Recommendations to others considering the product:
If you want to have a user-friendly, hassle-free tool to manage your sales process, HubSpot sales hub is the best product on the market.


    Computer Software

Great CRM

  • September 28, 2020
  • Review provided by G2

What do you like best about the product?
Everything is in one spot, easy to find information. Great timeline, tasks, notes, and files.
What do you dislike about the product?
I would like the chat function to separate snippets out by the inbox.
What problems is the product solving and how is that benefiting you?
Know which rep leads go to and which you can work quickly. Keep track of call and meeting notes so that each customer has a unique and tailored experience.


    Financial Services

Good for smaller teams

  • September 28, 2020
  • Review provided by G2

What do you like best about the product?
Very easy to learn. I like the features. Helps us be organize.
What do you dislike about the product?
Probably won't work if one had a bigger sales team.
What problems is the product solving and how is that benefiting you?
Getting everyone organized. Helps us with the follow ups.
Recommendations to others considering the product:
If you have a small sales team and need a software to keep everyone on the same page and the learning curve is easy, then look not further!


    Jonah W.

Hubspot Sales review

  • September 28, 2020
  • Review provided by G2

What do you like best about the product?
I like the simplicity of it. It also allows us a smooth connection between customer success and sales. It houses all the information you need from previous calls which is something our team was lacking is the drop of information between calls
What do you dislike about the product?
It houses so much information it can be hard to find things. I also am relatively new to this software and I feel like other softwares in the past have been easier to get used to. It just will take more working inside the platform.
What problems is the product solving and how is that benefiting you?
We are solving the disconnect between sales and customer success which was an important issue.


    Sarah W.

Great Tool!

  • September 28, 2020
  • Review provided by G2

What do you like best about the product?
I like being able to quickly create templates and set up sequences for our Sales Team to utilize. Now having the ability to mass enroll contacts into a sequences makes it that much easier and simple to use (50 at a time).
What do you dislike about the product?
Not being able to report on sequences is a big downfall. As well, not having the ability to see what sequence a contact is in unless you click on each individual contact which can be cumbersome.

Not having the ability mass unenroll in sequences, yes, we can unenroll 10 at a time but if there are 300+ contacts in a sequence, it is very time consuming.
What problems is the product solving and how is that benefiting you?
HubSpot Sales Hub enabled our sales team to mass contact leads by using sequences. It also gave us the ability to track email activity, mass create tasks for follow ups and the ability to track document usage.


    Sam B.

A lot of functionality, straightforward UI

  • September 28, 2020
  • Review provided by G2

What do you like best about the product?
A lot of features that would come as 'add-ons' elsewhere. The UI is slick and intuitive. Sequences in particular save a lot of time and the activity tracker helps monitor how your campaigns are performing.
What do you dislike about the product?
Some of the UX can be a bit clunky, a lot of clicks to perform basic actions. Navigating between contacts and companies isn't always as easy/logical as it should be. Small things but when using the platform heavily it can be frustrating.
What problems is the product solving and how is that benefiting you?
Organising my contacts and companies
Monitoring sales activity (calls / meetings / emails) - good tracking across team members
Managing email campaigns at scale
Better able to prioritise follow ups and sales efforts based on campaign data


    Jessica D.

easy to use and useful for CRM

  • September 28, 2020
  • Review provided by G2

What do you like best about the product?
Assistance chat and activity reports for every contact
What do you dislike about the product?
Marketing emails are not much customizable and I always have to use other providers
What problems is the product solving and how is that benefiting you?
We can keep track of our leads and customers