Sales Hub Professional
HubSpotReviews from AWS customer
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Extremely useful to follow up clients
What do you like best about the product?
It's great so you won't forget about your clients, it's also great to track all Deals, Tickets or quotes you may have active.
What I like the most is how you can manage the properties according to your needs so you can then use them to filter.
Another GREAT thing is the Company database. So for each contact with a registered company you get the whole information about it.
What I like the most is how you can manage the properties according to your needs so you can then use them to filter.
Another GREAT thing is the Company database. So for each contact with a registered company you get the whole information about it.
What do you dislike about the product?
One small but life changing detail: Add tokens to the Task title. In this way you can filter them from the queue without having to actually enter the task (useful when handling a lot of them)
Although there is a lot you can do, there are also a few details or features that would make things much easier.
Like I'd like to have more options when creating a property, or also be able to edit Hubspot properties since they are very useful.
Like, I want to also be able to use the call outcomes or types as filtering properties. In this way I can filter all the calls with Wrong Number and do a bulk delete on the phones and assign the right property to that contact.
Although there is a lot you can do, there are also a few details or features that would make things much easier.
Like I'd like to have more options when creating a property, or also be able to edit Hubspot properties since they are very useful.
Like, I want to also be able to use the call outcomes or types as filtering properties. In this way I can filter all the calls with Wrong Number and do a bulk delete on the phones and assign the right property to that contact.
What problems is the product solving and how is that benefiting you?
Keeping track of all of our clients, whether they are customers or leads or prospects.
It's when we keep track of their activities and ways of interaction that we can take care of them in a more personal way.
So I think the ultimate end to it is the great customer care you get to provide.
It's when we keep track of their activities and ways of interaction that we can take care of them in a more personal way.
So I think the ultimate end to it is the great customer care you get to provide.
Great organization
What do you like best about the product?
I like the ability to create email sequences.
What do you dislike about the product?
How it is required to refresh HubSpot several times throughout the day typically. Also, how you cannot search a prospect by their organization like Salesforce.
What problems is the product solving and how is that benefiting you?
The power of a sequence -- how it saves a lot of time versus generating individual emails and phone call tasks.
Great Tool Overall 👍
What do you like best about the product?
- Love how I can set up tasks as reminders for me to follow up every time
- Sequences have loads of features to play around with
- Ability to view everything in one place
- Sequences have loads of features to play around with
- Ability to view everything in one place
What do you dislike about the product?
- Could improve on the personalization part - like including templates for videos & images
- Would be great if the threading emails option can be customized - for example - I want the first three emails to be threaded and the last two emails to not be threaded.
- Increase the number of touchpoints in sequences
- Would be great if the threading emails option can be customized - for example - I want the first three emails to be threaded and the last two emails to not be threaded.
- Increase the number of touchpoints in sequences
What problems is the product solving and how is that benefiting you?
- Sending emails at scale
- Including reminders for future follow-ups & Prioritization of leads
- Ability to call and preserve all the records in one place
- Including reminders for future follow-ups & Prioritization of leads
- Ability to call and preserve all the records in one place
Recommendations to others considering the product:
It's a great tool, that has a big community of users.
Awesome user friendly tool
What do you like best about the product?
HubSpot is very user-friendly. They have a nice layout and really make sequences easy to navigate for those who aren't familiar.
The most important thing is making sure your team is utilizing all of the same features and really keeping the CRM organized correctly otherwise it can become a mess.
The most important thing is making sure your team is utilizing all of the same features and really keeping the CRM organized correctly otherwise it can become a mess.
What do you dislike about the product?
I don't have anything I dislike as of now.
What problems is the product solving and how is that benefiting you?
The biggest problems is having all tasks in one place. Making sure I'm completing those tasks daily and setting reminders for follow ups.
Recommendations to others considering the product:
Take a day to navigate through HubSpot Sales Hub
Diego Lara Monjaraz
What do you like best about the product?
The easy use and how you can manage your team in a very dynamic way.
What do you dislike about the product?
I would like to have some area where I could see the live analytics about the performance of every member in the Pipeline.
What problems is the product solving and how is that benefiting you?
The follow-ups for moving forward the deals inside the Pipeline.
Tools and Customization
What do you like best about the product?
The ability to customize the view of the customer's information not only with preset variables but also being able to make ones that are applicable to my company. It's wonderful being able to track, search, and filter using all the information that is input on the profile of the customer and the business. I do wish there was a better way to connect the same person with multiple businesses, in case they have multiple businesses, but you want to keep all the notes and contacts together to limit the number of duplicates. I have been using HubSpot for about 5 months now and so far, that is my only feedback of something I would like to possibly see improve.
What do you dislike about the product?
I wish there was an easier way to find duplicates of customers. In our industry and I am sure in most, were you have the same customer with multiple email addresses, and every time they use a new email address, it creates a whole new profile for them. Of course, being vigilant and remembering to search for duplicates is a way to combat this issue, but it would be wonderful if there was a way for the system to recognize the same name, phone number, or the like that would recognize that there is a possible duplicate. Then there would be an alert sent to the system or the contact owner to let them know that there is a possible duplicate of that customer.
What problems is the product solving and how is that benefiting you?
Reporting is extremely handy when working on goals, setting KPIs, monitoring and preserving customer information, and even being able to remove what you no longer need. It has become the main tool that I use for almost everything that I do in my day-to-day. I also really love the ability to tad co-workers in almost any area on the profile of a customer. This can be a very powerful tool when everyone is extremely busy, working from home, and you want to make sure that the right people are helping the customer.
Recommendations to others considering the product:
If you aren't familiar with software, it may take some getting use to with all the different options that are offered, but its quite a simple learning curve. Of course, if there is someone who knows how to use it generally, have them show you the main functions that work for your needs and then play around with everything. I love sequences, templates, and snippets. They make my work much faster, I get more accomplished daily, thus helping the expansion of my company as a whole.
Organization to the max
What do you like best about the product?
I love how Hubspot can tack everything. Leads I manually enter, upload leads, leads that come from my website, people who call in, etc. Everything gets stored in here with each interaction i have with the prospect. I can make notes, move the lead status and everything. It's also helpful when you have a large sales team so no one reaches out to someone you've already emailed or called in the past
What do you dislike about the product?
There are a lot of great features in the free mode, but some small things we would like to use like automation or reporting are on a paid plan only and that kinda sucks
What problems is the product solving and how is that benefiting you?
Organizing all our leads in one place so every salesperson we have on the team knows who we're reaching out to, where the lead status is, notes, etc. It keeps everything incredibly organized and simplified for our team. It also helps that this connects to our CRM, chatbot, call system, and basically everything else we use. It's also awesome how the program can track emails so you can see email opens
Recommendations to others considering the product:
If you're looking for a CRM system that integrates with just about everything then this is the perfect solution
Eliminates the busy work so you can focus on quality of messaging.
What do you like best about the product?
The ability to send follow up emails automatically.
What do you dislike about the product?
The inability to track number of proposals that come from each sequence.
What problems is the product solving and how is that benefiting you?
I'm able to see more metrics and to eliminate the busy work of follow ups. This allows me to contact more people each week.
A powerful tool for sales and marketing automation
What do you like best about the product?
HubSpot is extremely user-friendly and their support team is very responsive. The platform is a powerful tool to automate most of your sales and marketing functions with the help of their sequences, workflows, marketing campaigns, templates, etc. making your teams work process far more effective and efficient.
What do you dislike about the product?
Once a deal stage is marked "Closed Won" it stops logging email communications to that account on the deal.
What problems is the product solving and how is that benefiting you?
I am currently using it to automated our communication process with leads and clients. This is mostly done leveraging the power of HubSpot's sequences and workflow
Recommendations to others considering the product:
A definite yes! This is a very user-friendly and powerful tool, making it easy to install and adapt to. It empowers your team to work faster, better and more efficiently. By automating most of your communications it allows you to focus on the grander elements of your business.
Hubspot is amazing!
What do you like best about the product?
I really like the ability to use templates and also track document views
What do you dislike about the product?
Some of the viewing of email threads is a bit convoluted
What problems is the product solving and how is that benefiting you?
Tracking of all communication within the organization, corporate memory and ensuring customers/prospects don't drop through the cracks.
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