Sales Hub Professional
HubSpotReviews from AWS customer
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Business Tools Are Tangible
What do you like best about the product?
Hubspot has a tremendous knowledge base and excellent video tutorials. They are clear and concise. And for those times when I am stuck a support is a click away.
What do you dislike about the product?
Document integration-you can create a Quote but not a Contract or other supporting documents that require signatures. Forces us to use PandaDoc. If you create a quote you cannot save it to modify later, you have to start over. Pricing catalog cannot be exported. I need to be able to see my naming conventions so as I add products I keep things the same.
What problems is the product solving and how is that benefiting you?
Business reports, funnel management, deal management. I appreciate the graphical interface on the reports.
Recommendations to others considering the product:
Full document integration. The ability to create a document package based upon the contact, including electronic signature. This would include a quote, contract, invoice. Ability to generate Quote #, Invoice # and tracking. Commission schedule and tracking.
Best supporting tool for a sales person to improve & build his prospect list
What do you like best about the product?
Hubspot simplified all my efforts of prospecting my leads to customers. Email templates, sequential mailing option, Snippets option.. made my job much easier. I am impressed with the way of filtering my leads, so that I can work on the particular stage leads. Dashboard option helped me in keeping a track of my progress .. so that I can correct myself or speed up myself , if there is any lagging. Integrated mailing option & call features are added advantage which saves a lot of my time and energy. Hubspot certificate programs is a blessing for young sales persons.. It will help them to sharpen their tricks
What do you dislike about the product?
I am a bit worried mainly on the lead stages. This is little confusing for any new user. Wish there is some inbuilt explanation on each lead & life cycle stage explaining the use of it. Email integration can be added with some more features where images & signature part can have option where we can add our companies social media other links with logo. Signature part of email is the most important in any email, if it can be customized & included with all social media icons it will be of great help.
What problems is the product solving and how is that benefiting you?
Lead management have been effective & prospecting my clients.
Recommendations to others considering the product:
One stop solution for any inbound sales handling team, this tool helps any level of representative to concentrate on his prospective list. Sharpen their tricks with the effective training & Hub-spot academy. The integration of calls & emails will help you in saving an ample amount of time, so that you can use that time on bringing more revenues.
Simple to use
What do you like best about the product?
Hubspot CRM is a pretty clean and simple to use platform. When I create lists, it is fairly simple to filter my lists based on a variety of properties like website activity, form submission, email opens, etc.
What do you dislike about the product?
The email design platform. I create our marketing emails and even though Hubspot has a drag and drop creator, you can't view it as you are creating it. You can do live preview but that is a separate window you have to have up. This recent offering is a lot better than before where there really was no preview. It takes a while to build out the emails.
What problems is the product solving and how is that benefiting you?
Hubspot has so many tools within it and our sales team is just jumping on board to using it. Havig our contacts in the database as our sales team emails active leads/customers really helps makes sure that we (marketing) are communicating and targetting valuable leads.
Recommendations to others considering the product:
This platform is an all-in-one platform and what's really nice are that external platforms want to work with Hubspot so they typically have a simple connection. It is also fairly easy to use but if I have a question or problem, their support team is ready to assist.
Good for a startup
What do you like best about the product?
I use the software mostly for the email design and social media management and I like that it makes it easy to design and send emails using contacts and easily track and manage social media. I think that the email design options in the drag and drop designer look very professional and put together - which helps establish credibility as a startup company. I also felt that their implementation process was very easy and made it helpful for our company to get the most out of our software. They really took the time to meet with us to make sure that we understood Hubspot. I like that different users can customize their view based on what they are looking for.
What do you dislike about the product?
I don't like that they charge based on contacts and calling plans for call teams. As a growing startup, it is difficult for us to manage the growth while also utilizing hubspot. We have some issues with the management of the number of contacts. It can also be a little quirky when importing items.
What problems is the product solving and how is that benefiting you?
Designed emails that we can't currently use a creative agency for - the software makes it very easy to drag, drop and design nice emails.
Recommendations to others considering the product:
I think that this is a great all-in-one tool for when you are just starting out as a business, but I'm not sure how scalable it is. I do enjoy that it allows us to manage our contacts, social media, emails and more in just one place.
Very good experience but before implementing someone has to be immersed in system.
What do you like best about the product?
The automation for our sales reps so their conversations are more specific and managing customer tasks to keep them moving the conversation forward with customers regarding their deals.
What do you dislike about the product?
Onboarding reps does take time to understand the logic in the system. Once you understand the logic of how the system operates you can build the system to fit your needs.
What problems is the product solving and how is that benefiting you?
Reorder customers and automating our messages to them. Prevents orders from falling through the cracks especially during turnover.
Recommendations to others considering the product:
Someone has to be completely immersed in the demo a minimum of 2-3 months ahead of training of others. You must understand the complete journey of your customer through your sales process in order to correctly implement the system into your sales organization.
So helpful in staying organized.
What do you like best about the product?
Tracking emails, associating attachments with the people you sent them to.
What do you dislike about the product?
Cannot see how long they spent viewing your email.
What problems is the product solving and how is that benefiting you?
Keeping a clear and defined history of correspondence across the entire staff.
Recommendations to others considering the product:
Definitely a good investment.
You get what you put in
What do you like best about the product?
The tools and training not only for the CRM software from sales to customer or marketing to customer standpoint but also the inter-departmental and inner-company facing is fantastic! This system can be invaluable for tracking sales and project management. It really comes down to how you integrate it with our sales platform.
The CS team also always good about letting you know when there are changes, new features, or planned maintenance.
The training module is a huge sales feature. It walks you through how to use the software as well as sales/customer service tips. They are timely and have even have "how to's" for moving to virtual sales and working remotely. There are also tools for team leadership and management as well as transparency and project monitoring.
The email templates and sequences are the best tools, in my opinion. It allows you to create a base for emails you use all time and not having to retype. It also allows for standardization. Sequences allow you to create follow up auto emails so you don't have to recall who got what email.
Tasks and workflows can be auto-generated based on sales steps. This allows for multiple touchpoints throughout the process and to allow integration from multiple users. One feature that is helpful to managers is the reporting features. It allows managers to see how team members are performing thought task completion, phone calls made, etc.
The CS team also always good about letting you know when there are changes, new features, or planned maintenance.
The training module is a huge sales feature. It walks you through how to use the software as well as sales/customer service tips. They are timely and have even have "how to's" for moving to virtual sales and working remotely. There are also tools for team leadership and management as well as transparency and project monitoring.
The email templates and sequences are the best tools, in my opinion. It allows you to create a base for emails you use all time and not having to retype. It also allows for standardization. Sequences allow you to create follow up auto emails so you don't have to recall who got what email.
Tasks and workflows can be auto-generated based on sales steps. This allows for multiple touchpoints throughout the process and to allow integration from multiple users. One feature that is helpful to managers is the reporting features. It allows managers to see how team members are performing thought task completion, phone calls made, etc.
What do you dislike about the product?
All bugs are quickly addressed by the CS team and never really halt the use of the system.
The email tracking feature is fantastic when it works. It will sometimes log you out without notice. Difficult to integrate with ISP phone systems.
I would recommend having a backup system for contacts so if there is an outage you still have access to your black book.
The email tracking feature is fantastic when it works. It will sometimes log you out without notice. Difficult to integrate with ISP phone systems.
I would recommend having a backup system for contacts so if there is an outage you still have access to your black book.
What problems is the product solving and how is that benefiting you?
We have greatly increased the efficiency of sales and marketing touch spots while keeping the small company personalized feel.
Recommendations to others considering the product:
Take the time to learn the full software and go through all tutorials. Even tools you don't think you will need. Such as if you are Sales learn the marketing side and vis versa
Sales partner services is amazing. Noora Harju
What do you like best about the product?
The HubSpot software is great however there are things you dont know about or tools that you may need to manipulate to fit your business/workflow. The support team are quick and well educated for almost all scenarios.
What do you dislike about the product?
The fact there is a huge price jump from in the sale start to professional
What problems is the product solving and how is that benefiting you?
Data capturing of emails, leads, and tasks. Synced!
Follow-up and well thought through emails.
Easy to use workflow
One central place for Sales and Marketing report to.
Follow-up and well thought through emails.
Easy to use workflow
One central place for Sales and Marketing report to.
Recommendations to others considering the product:
Make sales hub monthly training a must for at least 6months. The tool needs to become 2nd nature in your sales process.
A company that responds to the crowd
What do you like best about the product?
I love that HubSpot support is always helpful and knowledgeable. But more importantly, I love that when an issue does arise, it is duly noted, pondered, corrected, and shared for all users to ingest. HubSpot sees our suggestions and ACTUALLY implements them. Its actually kind of unfortunate that its so mind-blowing that a company created to make users lives simpler and easier actually caters to the users needs and requests, but YEAH, you do and it's awesome.
What do you dislike about the product?
Hhmm, I don't like that we have to pay for the amount of contacts/companies we have. I think it should be unlimited. I also don't like that booked appointments don't show up on my calendar OR in tasks OR give me a reminder email at minimum.. Super annoying and confusing at times.
What problems is the product solving and how is that benefiting you?
Simply put, as an SDR it's the most effortless way to manage my pipeline and keep all my contacts and touch points organized. I have realized the benefits of being able to put my contacts in a sequence and almost forget about when I have to reach out to them next because I can depend on HubSpot to remind me. By the way, the sequence feature, overall, just keeps getting better.
Recommendations to others considering the product:
If you aren't using it to track revenue the reporting features are kind of useless. If you don't plan on using it on a daily basis and exploring all the features available, this is too powerful of a tool for you.
Work Flow Made Easy
What do you like best about the product?
This is one of the easiest CRM I have ever used. Hubspot uses easy to manage category tabs to help you navigate your daily work day. The task manager and notification manager make it follow up with clients and stay organized with ease. If you are confused at any point or just want to know how to be more efficient with your work, HubSpot Academy makes it easy to quickly learn with instructional videos.
What do you dislike about the product?
There aren't too downsides to Hubspot that I have found since I started using it which was over 6 months ago. I would say if I would change something about HubSpot it would be the "deals" section located under the Sales tab. It seems a little confusing to me personally. I feel like it could be a little more streamlined.
What problems is the product solving and how is that benefiting you?
The best thing part of Hubspot is being able to see when clients open emails and being able to catch them right then. This is extremely important in sales because you want to catch a prospect or lead while they are reading your email. Also, if they have told you that they have not opened your email and you see that they have indeed have then you know that the lead is either not interested or possibly untruthful and you should waste your time.
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