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Hubspot Workflow Review
What do you like best about the product?
I love how intuitive Hubspot makes the process of building out a workflow to be. I have had little trouble training new hires with how to build and implement workflows. I also like the feature that allows you to create a list of people who will be affected by the workflow before turning the workflow on. I find this to be a nice touch for ensuring eveything is correct before turning anything on 'live'.
What do you dislike about the product?
I really dislike that there is no testing environment. Outside of having a list of contacts, there is really no way to truly know how the workflow is going to impact your account without turning it on. Sometimes a workflow will affects thousands of records so it is impossible to click into each profile/record to see if that particular individual should in fact be affected by the workflow OR if you need to go back and make tweaks before turning the automation on.
What problems is the product solving and how is that benefiting you?
Our automations have been able to save a lot of time in terms of when email goes out to prospects.
Very advanced, user friendly platform with great customer support!
What do you like best about the product?
Marketing Automation tasks often get very complex but I am relieved that I get to use Hubspot which is such a user-friendly too with great UI & UX. The platform is very intuitive and the ease of use allows not only to execute the tasks at hand but also discover new, more insightful ways to reach a potential audience.
And when you do reach a roadblock - customer support is always there. The support team is very patient, professional and has ton of knowledge. They've got your back!
And when you do reach a roadblock - customer support is always there. The support team is very patient, professional and has ton of knowledge. They've got your back!
What do you dislike about the product?
I hope that the Product team will keep improving the existing integration with Salesforce. While it does the job for the most, we still tend to run into some blockers.
What problems is the product solving and how is that benefiting you?
Hubspot not only provides a lot of insight to generate new leads but also helps us nurture existing leads through their workflow tool. It's really amazing how powerful the tool is and what you can create.
Hubspot
What do you like best about the product?
I like a lot of different features in Hubspot. I like that you can use a template to build your own email, or be able to paste in your own code. I also like the CTA function and being able to host images through Hubspot.
What do you dislike about the product?
I think there needs to be a better way to make changes in the HTML in the Hubspot Template. It used to be super easy to make changes in Hubspot, but now I have to put the code into dreamweaver to make changes.
I also don't like that there isn't a specific way the lists look once they are processed. I like the old way where the lists were green if they were processed and yellow/orange when they were processing.
I also think there should be a feature where you can click a button and add a number of people to tak away from a list. If you only need an email to go to 5k but the list is at 10k it would be great if there was a way to "take away" 5k off the list. This would result in not having to export, make the list smaller and then reimport.
I also don't like that there isn't a specific way the lists look once they are processed. I like the old way where the lists were green if they were processed and yellow/orange when they were processing.
I also think there should be a feature where you can click a button and add a number of people to tak away from a list. If you only need an email to go to 5k but the list is at 10k it would be great if there was a way to "take away" 5k off the list. This would result in not having to export, make the list smaller and then reimport.
What problems is the product solving and how is that benefiting you?
- We always hit out list limit, which is frustrating.
- When cloning and changing the name of the email it hasn't been saving properly. on the email screen, it shows the old name, but when you're in the email it shows the correct name. It makes it confusing and is a waste of time continuously having to check to make sure you are in the right email.
- When cloning and changing the name of the email it hasn't been saving properly. on the email screen, it shows the old name, but when you're in the email it shows the correct name. It makes it confusing and is a waste of time continuously having to check to make sure you are in the right email.
Recommendations to others considering the product:
Make sure you find nameing conventions that work well and stick to using them so you can find things with ease!
Intuitive Interface
What do you like best about the product?
I like having all the tools in one place. I can see where I am at a glance (almost). The training modules are very good and you can go in at a basic level and go as deep as you wish to, or need to.
The hubspot chat support is extremely good. If you need to know something it's likely you're right in the middle of creating so you need the answer right now (if the creation is something difficult to put down). Of the many chat tickets I've opened, I've only been disappointed on one occasion.
The hubspot chat support is extremely good. If you need to know something it's likely you're right in the middle of creating so you need the answer right now (if the creation is something difficult to put down). Of the many chat tickets I've opened, I've only been disappointed on one occasion.
What do you dislike about the product?
The sidekick add-in logs out and you don't have any notification. Sometimes modules don't do what they say they do and you don't know this and believe your learning is not sufficient or your skills not up to the tasks. It's difficult sometimes to unravel which it is. It's not always me!
What problems is the product solving and how is that benefiting you?
The platform gives the a team-wide view. Nothing is going to slip through the cracks!
Recommendations to others considering the product:
You can find your way around using the free version until you're ready to go all in. Once you are all in I think it would be a huge task to leave - but we don't believe we will. It's a superb online tool and you can get right to the design elements yourself. There is quite a learning curve with the design but I've found hubspot support to be very good here.
HubSpot makes my life easier, but it still has room for improvement
What do you like best about the product?
I love the friendly user interface yet robust back end and automation capabilities of the platform. The email and landing page designer are very intuitive as well. I appreciate the community and fully available support when I need help on certain things.
What do you dislike about the product?
The integration with Salesforce can be difficult to manage, especially because HubSpot only uses Contacts, and only sees certain objects and not others. The reports tools could also be better - This might be a fixable problem, but I can't report on a group of contacts based on OR logic, it has to be AND logic. Attribution could also be improved.
What problems is the product solving and how is that benefiting you?
We use HubSpot for lifecycle/buyer's journey management, maketing nurture automation, landing page design, emails, data management with workflows, integrations with other platforms, ads, social posting.
Recommendations to others considering the product:
Don't expect to use this as an email blasting tool, or an outbound lead prospector. It is used best when fully committing to the inbound methodology. Invest in a HubSpot partner agency if you can't handle everything in house.
Making improvements over time
What do you like best about the product?
Process for sending out marketing emails
What do you dislike about the product?
Filtering isn't always accurate; no easy way to deal with duplicate companies & contacts being created; constantly losing functions or data due to crashes
What problems is the product solving and how is that benefiting you?
Interrupts workflow currently with filtering issues
This Changed How We Do Business
What do you like best about the product?
This is the most intuitive software out there for CRM, marketing automation, sales pipeline management, and even online marketing and ticket processing. It puts everything you need to track regarding your prospects, clients, and their experiences in one place. Everything is easy to access and integrations are plentiful. I love that I can create a landing page, the form that goes on it and make sure contact records are updated/created as needed... all in one place. It is marketing magic.
One of my favorite features is the integration with Zoom through a simple, 3-step workflow. I've been able to run several webinars a month, single-handedly, because of this integration feature on HubSpot. It's great that I can create everything I need for webinar registrations, attendance tracking, and follow-up, ALL within the HubSpot platform. We've developed a wonderful system to create lists for all webinar registrants, and then I manually mark all attendees on their contact records after the event so that we can look at a contact record and know what webinars they attended. It's been wonderful for ensuring all interested attendees get follow-up and helps us know what influences our sales, as well.
The social media integrations are also fantastic! I write all our content a month in advance and schedule it all through HubSpot in bulk. That way, I never have to worry about posting day-by-day, and all my social media content is in one place to reference. The calendar feature is an added bonus. I like being able to see at a glance what is posting when, and it helps me identify potential gaps in our content scheduled. The ease of adding images, and the availability of stock photos, is also wonderful. And then when I'm creating my end of the month reports, I'm able to pull up the analytics directly in HubSpot and pull all the numbers I need on each of our social media platforms, right from the CRM.
One of my favorite features is the integration with Zoom through a simple, 3-step workflow. I've been able to run several webinars a month, single-handedly, because of this integration feature on HubSpot. It's great that I can create everything I need for webinar registrations, attendance tracking, and follow-up, ALL within the HubSpot platform. We've developed a wonderful system to create lists for all webinar registrants, and then I manually mark all attendees on their contact records after the event so that we can look at a contact record and know what webinars they attended. It's been wonderful for ensuring all interested attendees get follow-up and helps us know what influences our sales, as well.
The social media integrations are also fantastic! I write all our content a month in advance and schedule it all through HubSpot in bulk. That way, I never have to worry about posting day-by-day, and all my social media content is in one place to reference. The calendar feature is an added bonus. I like being able to see at a glance what is posting when, and it helps me identify potential gaps in our content scheduled. The ease of adding images, and the availability of stock photos, is also wonderful. And then when I'm creating my end of the month reports, I'm able to pull up the analytics directly in HubSpot and pull all the numbers I need on each of our social media platforms, right from the CRM.
What do you dislike about the product?
The landing page creation in HubSpot is clunky and outdated. It's difficult to switch back and forth between templates and a new landing page to get it just right for the content you want to use. And you have to be a coder to edit the templates. HubSpot could take a few tips and tricks from Unbounce in this arena. If they improved their landing pages, I would have no complaints about the software.
Another improvement that could be made is the addition of a tagging system for all contacts. Right now, we much segment leads with property values. It would be wonderful to be able to tag them at different stages to make it easier for us to create workflows based on their experiences and our communications with them on an individual level. This would help us create custom workflows based on a manual tagging system by our sales team. They would be able to tag contacts they are working with so that those individuals get put into the best possible follow-up funnel. I think this would help us improve our prospect and client communications and allow for further customization with follow-up and the prospect experience.
Another improvement that could be made is the addition of a tagging system for all contacts. Right now, we much segment leads with property values. It would be wonderful to be able to tag them at different stages to make it easier for us to create workflows based on their experiences and our communications with them on an individual level. This would help us create custom workflows based on a manual tagging system by our sales team. They would be able to tag contacts they are working with so that those individuals get put into the best possible follow-up funnel. I think this would help us improve our prospect and client communications and allow for further customization with follow-up and the prospect experience.
What problems is the product solving and how is that benefiting you?
Before we implemented HubSpot, the sales pipeline was being tracked through Dynamics, which is basically just a glorified spreadsheet. The sales team was using this for HUNDREDS of clients, and the marketing team had no idea what any of our prospects and clients were experiencing in that sales funnel. Complex reports were created manually, often taking hours to complete each month to submit to the executive team. Now anyone can login to HubSpot, look up a contact, and see exactly where they are in the process and what communications they've received from our team. We've created all the custom reports we need, and these are updated in real time for us to pull whenever we need them. We are saving our team HOURS of back and forth communication on contacts and adding levels of insight to our buyer journey that we couldn't see before. It's revolutionizing our marketing and sales efforts and bringing us fully into the 21st century.
Recommendations to others considering the product:
If you want to build a company that communicates in a way that buyers expect with modern technology, start with HubSpot. It is an investment that saves you and your team time and money. It also gives you all the tools your business needs to grow.
Loved every instance I encounter with HubSpot on daily basis.
What do you like best about the product?
Well, first I loved the clean UI that they have for the portal to use it. Clean, easy to understand, easy to manage and easy to navigate through.
Second, great way to manage the chaos while doing thousands of email campaigns, workflow or assets.
Third, quick live support if you are in middle of something and can't find a way. Loved it, too.
Forth, The new Email builder. It's so perfect in terms of creating responsive emails.
Second, great way to manage the chaos while doing thousands of email campaigns, workflow or assets.
Third, quick live support if you are in middle of something and can't find a way. Loved it, too.
Forth, The new Email builder. It's so perfect in terms of creating responsive emails.
What do you dislike about the product?
Couple of simple stuff that can be fixed.
1. Changing of the cases on First or Last name
2. Adding First and Last name in the from name while sending the email.
3. A way of sending a test email from actual email address rather than 'noreply@hubspot.com' for better understanding.
1. Changing of the cases on First or Last name
2. Adding First and Last name in the from name while sending the email.
3. A way of sending a test email from actual email address rather than 'noreply@hubspot.com' for better understanding.
What problems is the product solving and how is that benefiting you?
Everyday Marketing problems
Recommendations to others considering the product:
It's a great tool to use with great support all the time available. With the new email marketing platform it's super easy to match with your brand.
Great Newsletter Options + Emails
What do you like best about the product?
My favourite aspect of HubSpot is creating a newsletter and other automated emails. I find the entire system intuitive, but also efficient. At my work, we send a lot of follow up emails that can be generic, so HubSpot has options to work smarter rather than harder when doing so.
What do you dislike about the product?
I would prefer more options for analytics. I find that it's not always easy to find what I am looking for on HubSpot and often have to cross-reference with Google Analytics when I'm studying website traffic.
What problems is the product solving and how is that benefiting you?
One of the greatest things about HubSpot is its newsletter analytics. I have been able to refine our company's inbound marketing campaign to increase our click-through rate.
Recommendations to others considering the product:
Use HubSpot Academy! It's such a great resource when you need to figure something out and you're unable to speak to your HubSpot rep.
Learning curve, but very customizable to your company's workflow once you know how to use it
What do you like best about the product?
Email, list generation/segmentation, and workflows are very user-friendly and easy to use. Lots of integrations with third-party apps.
What do you dislike about the product?
Adapting lead categorization to your internal company structure can be difficult. Creating custom landing page templates is not very user-friendly.
What problems is the product solving and how is that benefiting you?
Gauging the interest level of a lead via specific interactions has allowed us a much more pinpointed approach to how we acquire targets for the sales team.
Recommendations to others considering the product:
We had a terrible implementation partner, do your due diligence and find a partner that really knows what they're doing. We had to jump in and learn everything for ourselves after our partner left us high and dry.
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