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    Çağla D.

Comfortable Automation and Lead Management

  • March 19, 2020
  • Review provided by G2

What do you like best about the product?
I like most creating workflows. If i have a project to automate i apply to workflows firstly. It's good to have a deal based, contact based or company based workflow options. It's very beneficial to customize. If i dig into the features of workflow during the time of creation i discover new fields to improve my project more.
What do you dislike about the product?
I can mention as a negative thing for lists and workflows is slowness. When i create a list it takes really much time to progress it. When a contact meet the triggers secondly it is re-enrolled after for a while and you can not predict the delay. It can be 20 minutes or 3 hours. I experienced it many times and i reached to HS support for it. Their answer was there are many lists that contact is a member and it causes slowness. Also i wrote to HubSpot Community that it would be great if we could create a note and pin for a group of contact in a list by "more" actions on the top or it would be perfect if we can automate it with a workflow.
What problems is the product solving and how is that benefiting you?
I realized a feature developed recently to customize records view by team. Each departman needs different kind of properties to use and view. So this feature is essential need for me. Thanks to Hubspot I save my time because i'm responsible to create a property view for new hired sales representatives in my company. I don't consume my time to create a property view for each one anymore.
Recommendations to others considering the product:
I would recommend HubSpot Academy to learn more about HubSpot. Each department use different tools but sometimes we need to do something with tools that never used before by us. HubSpot Academy is the best option to prevent the ignorance of tools. I would give an advise to prospective customers to train all of the potential users of HubSpot very well. People need to know that some improvements are not limited.


    Nick T.

HubSpot CRM Pros & Cons

  • March 18, 2020
  • Review provided by G2

What do you like best about the product?
I enjoy the availability of customization of properties, which allows for very specific programming of reports and automation, as well as transparent management of client portfolios and the sales team. It is a huge benefit to my job to have the Dashboards function, so I can specifically create and maintain them for each team member, showing their monthly benchmark progress, outreach numbers, conversion rates, etc.. I have almost come to rely on the HubSpot for Gmail extension, as it is highly intuitive and user friendly, and the email tracking is a HUGE value when applied to nurturing leads and customers. Finally, being able to apply Workflows and automations to each salesperson's portfolio helps to take into account how everyone's portfolio and outreach style is different. I can work directly with each salesperson to ensure that the proper workflow and automated approach is being applied. This is specifically useful in the cases of management companies that order according to season, or properties that undergo a change in their management company, so that I can have that change automatically switch to the proper sales rep, and enroll them in a task list/sequence to outreach and introduce. It takes the leg work out of keeping up with your portfolio, and lets the system take care of it for you.
What do you dislike about the product?
The only real issue is when trying to delete information - like in the case of duplicate entries, it resets filter properties each time. The nature of my specific industry (promotional materials, specifically geared towards student housing complexes) will frequently use the same domain for multiple properties, and email domains will be under the management company - not difficult to work around, but very specific to my industry. It would be nice to be able to apply a fully custom reporting feature, i.e. instead of being limited by the specific reporting bounds, allow the data available in HubSpot to be reported on in a fully custom environment, like a coding sandbox, instead of the sensible speaking "logic" that I assume is more universally user friendly. Of course I would also like to be able to add more than the current maximum of 10 reports per Dashboard, but that is just for my own sake - I like to look at everything all at once. I will also say that the Deals portion is a little bit less intuitive, and I assume that it might be a little bit easier for a different industry, but again, WHP's industry and use is unique.
What problems is the product solving and how is that benefiting you?
Created a more comprehensive location for all of our sales data, and has allowed the beginnings of our upcoming outreach strategy. Posting reports for the entire team to see is a great value when trying to encourage a competitive environment, while also helping the sales team to monitor their monthly progress. There is a huge value in being able to express specific results to company executives when applying automation and a true client nurturing software - HubSpot makes it incredibly simple to generate an automated strategy to apply value to each Contact and Company. I can't stress enough how amazing it is to be able to apply the automation features for my specific industry - this gives the sales reps the peace of mind to know that they have the information they need to have on their HubSpot dashboards, as well as assigned to them, and they don't have to go searching for what they need to be successful.
Recommendations to others considering the product:
If implementing with an in-house team, I recommend laying out exactly the strategies and results you are looking to achieve - know what you are trying to get out of a CRM, and then prioritize what your company should be developing first. Take great care to maximize the amount of data available for each contact and company, and make the time investment to have everything set up BEFORE you start to work within it - it will make working within the platform such a breeze! It would depend on the industry, but do your client interviews to develop your buyer personas, refine any data that you are importing - to make it short, get organized, it will help HubSpot KEEP you organized! I cannot stress enough how important it is to have a plan for your rollout, and the more detailed you make your plan, the more successful and stress-free your rollout will be. A few examples: if you want to be assigning a HubSpot score to contacts and companies, generate your logic (utilizing your buyer personas and marketing department) and know exactly what each range of scores would look like - the amount of time this will save on your investment into the project will be tremendous, as you won't have to figure this out as you go, you'll already know exactly what you need to input and apply. I would also recommend generating a list of any custom properties and fields, with all qualifiers - if you have your list before you begin, you will save the possibility of unnecessary information, and also forgetting something important.


    James S.

Hubspot review

  • March 18, 2020
  • Review provided by G2

What do you like best about the product?
I like to record my calls. I like how i can complete my tasks. T
What do you dislike about the product?
Make it more simple to find the details in the tasks. Make it more simple to filter Leads.
What problems is the product solving and how is that benefiting you?
The benefits i have realised is the recording calls. It helps me a lot to remember what i talked about.


    Dee S.

Talk about Streamlining!

  • March 18, 2020
  • Review provided by G2

What do you like best about the product?
Hubspot has allowed for so much automation that we actually didn't need to replace our Sales Development Representative when she left. It saved us a salary by doing most of what she did for us.
What do you dislike about the product?
The only thing that doesn't work for us is not having the ability to assign multiple companies to one contact. Directors are often on multiple boards, but we are unable to efficiently track this in Hubspot.
What problems is the product solving and how is that benefiting you?
Efficiency, through and through.


    Jonathan K.

Good for marketing, not the best for sales.

  • March 18, 2020
  • Review provided by G2

What do you like best about the product?
Task management and calling, I wish it would recognize where people are, not just their area code of their phone though.
What do you dislike about the product?
If there is a call task, and someone does not have a phone number it should indicate that.
What problems is the product solving and how is that benefiting you?
Planning out my tasks for the day/week is helpful.
Recommendations to others considering the product:
I would say it is far more useful for marketers, than it is for sales.


    Management Consulting

Hubspot - from my perspective.

  • March 17, 2020
  • Review provided by G2

What do you like best about the product?
I like being able to see where the potential clients are in the sales process without having to bother anyone.
What do you dislike about the product?
It's not as 'user friendly' as I would like.
What problems is the product solving and how is that benefiting you?
solving and benefits - communication updates with the team in between meetings
Recommendations to others considering the product:
It's a great tool to allow your business development efforts to be chronicled and referred to by the rest of the team as needed.


    Education Management

Best CRM ever!

  • March 16, 2020
  • Review provided by G2

What do you like best about the product?
HubSpot is so user-friendly and makes my job simpler and more enjoyable. This CRM is such an efficient tool for staying on track with leads, prospects, and customers alike. HubSpot increases productivity and its organizational benefits decrease my normally constant worry that I'm missing something. I would definitely recommend HubSpot to anyone who is in a customer service based industry.
What do you dislike about the product?
The only thing I dislike about HubSpot is the additional price for tools like templates. Templates was one of my favorite functions of this CRM but unfortunately my company had to do away with this feature due to the cost.
What problems is the product solving and how is that benefiting you?
The problem of leads not being followed up with because they fell through the cracks is a thing of the past. HubSpot makes it so easy to track and log communication with prospective clients, and the "Tasks" feature ensures future correspondence is scheduled and completed in a timely fashion.


    Real Estate

Hubspot has been a good reference for our members information

  • March 16, 2020
  • Review provided by G2

What do you like best about the product?
We are able to kepp records such as emails, calls, tickets and deals of our members in just one spot.
What do you dislike about the product?
None so far though there were some instances where we were not informed of the new features and we were caught surprised
What problems is the product solving and how is that benefiting you?
we were able to keep track of emails by creating tickets and segregating them in a pipeline per issue
Recommendations to others considering the product:
This is a great tool for storing your customers data


    Josue O.

Hubspot saved my business

  • March 13, 2020
  • Review provided by G2

What do you like best about the product?
I love how everytine I get a lead, it automatically saves the contacts info. I also love the fact that I can track my sales pipeline, view everything at a glance for each lead or client.

In addition, the templates and meeting make my life better. Now I can just send clients a direct meeting link thst connects to my inbox and also save time writing emails with a simple template everything gets added to a message with one click.

I also love the fact that I can store documents, write notes and my whole team can keep track of a lead or client.
What do you dislike about the product?
I think price is an issue. To gain access to better automation features, you have to pay like a ton. The jump from starter to professional is huge.
What problems is the product solving and how is that benefiting you?
I realized that I could save a lot of time and keep track of my clients on the backend.

I can also fully integrate inbound tactics and most importantly keep track of everything.
Recommendations to others considering the product:
Use Hubspot, it will help you reach your goals faster.


    Consumer Electronics

Good Application

  • March 11, 2020
  • Review provided by G2

What do you like best about the product?
It's very user-friendly and easy to use.
What do you dislike about the product?
Sometimes it takes a bit long to load the software.
What problems is the product solving and how is that benefiting you?
Solving customer related issues using hubspot CRM. it was very easy to use.