Sales Hub Enterprise
HubSpotExternal reviews
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With room for improvements
What do you like best about the product?
Having upgradings periodically, also a ideas submission forum and a responsive support team.
There are always a lot of ideas submited and maybe is difficult to keep the track. But the community is alive and give insignts too.
We also use a lot all the workflows and automations that help doing job easier for the consultants, agents, support team, ecc.
We are using it for all the lifecycle of the customer.
There are always a lot of ideas submited and maybe is difficult to keep the track. But the community is alive and give insignts too.
We also use a lot all the workflows and automations that help doing job easier for the consultants, agents, support team, ecc.
We are using it for all the lifecycle of the customer.
What do you dislike about the product?
Quite a lot of features have room for improvement. Many bugs lately regarding workflows and tickets. Also some limited options in feedback surveys and other features that are related to service.
Also fixing some probles is taking quite too long, cause of its limitations, but once you are in you keep going.
For us, also it'sbeing quite of annoying that service features and tickets doesn't have the same options that deals or mkt or activities have, with lists and other contact related conditions, that would be very useful.
Also fixing some probles is taking quite too long, cause of its limitations, but once you are in you keep going.
For us, also it'sbeing quite of annoying that service features and tickets doesn't have the same options that deals or mkt or activities have, with lists and other contact related conditions, that would be very useful.
What problems is the product solving and how is that benefiting you?
Having all the data in the same app. It's good to have it all centralized, even if sometimes you have the feeling that is "bitting off more than it can chew".
At the end the best part is having all the information in one place for the agent or the support team. It's easy to share information about the customer and sell or give a good service, cause you can follow also the whole process.
At the end the best part is having all the information in one place for the agent or the support team. It's easy to share information about the customer and sell or give a good service, cause you can follow also the whole process.
Recommendations to others considering the product:
Keep looking at news and upgrades, also comment in hubspot ideas forum, there are good features but as I alredy said with room for improvement.
Overall easy-to-use, effective platform just lacking some features
What do you like best about the product?
We've been able to customize our CRM needs to a level of detail that works well for our team. The latest design release with the 3 columns of information on a contact/company took a little while to get used to but now I find myself enjoying it much better than the old layout. It's also nice that the log emails/notes/calls/activities function opens up a box at the bottom instead of taking you away from the page you're currently working on within the contact/company. It also saves the work as I'm navigating between things. There's also the ability to add parent/child companies which is great for chapter based organizations that have one national office where all funds go. The integration with Gmail is also invaluable as we log emails and automatically get contacts added into the CRM when responding to messages that may have new team members added to the conversation. Our supervisor and individual teammates have also been able to create customized reports to track our progress in outreach. It's great to see which templates and sequences we've created are most effective in getting an "open" or "responded to" designation.
What do you dislike about the product?
The inability duplicate/copy deals is a source of massive frustration considering I was able to do it with most CRM's I've used in my professional career (e.g. Pipedrive; Salesforce). The search function has gotten better over the last year but it's still lacking in identifying and warning you of when you're about to create a duplicate entry. I'd also like the ability to import a spreadsheet of contact information for bulk sequencing instead of having to go contact by contact to get them enrolled. In a previous job, I used both Yesware and MixMax and it was great to be able to upload a large list of contacts (name, organization name, email, and other customizable fields) and edit all of them at once and then enroll them all at once.
What problems is the product solving and how is that benefiting you?
Our team as a whole has gotten more diligent about keeping our contacts and companies organized with the help of the parent and child company designations and we are better about avoiding duplicates thanks to the improved search functionality. The custom reporting and template/sequence tracking also helps us to see which outreach is most effective.
Efficient CRM tool
What do you like best about the product?
All the functions are organised and easy to use. Customer service officers are also very responsive and get back to you within minutes with high-level assistance. There are also many tools that are very helpful for you to keep track of your deals, sales and leads.
Using Hubspot CRM to send marketing emails and email blasts to lists of your contacts is also very helpful and there are also email analytics that help you analyse how well your email has done and there are also A/B testing features for you to test out different variations of your emails.
We are also heavy users of workflows in the Hubspot CRM tool and they are absolutely amazing at helping us automate some of our operational processes.
Using Hubspot CRM to send marketing emails and email blasts to lists of your contacts is also very helpful and there are also email analytics that help you analyse how well your email has done and there are also A/B testing features for you to test out different variations of your emails.
We are also heavy users of workflows in the Hubspot CRM tool and they are absolutely amazing at helping us automate some of our operational processes.
What do you dislike about the product?
Reporting tools on analytics could be more developed, especially with regards to deal analytics. Some functions may not be intuitive to use and may need a while of getting used to.
Marketing email function may not be the easiest to use, but they recently launched the new email editor, which has definitely made it easier to use, but also restrictive in terms of design.
Marketing email function may not be the easiest to use, but they recently launched the new email editor, which has definitely made it easier to use, but also restrictive in terms of design.
What problems is the product solving and how is that benefiting you?
We are trying to solve the problem of customer tracking in the operations process because we have a lot of leads and customers and they are all in different stages of the funnel. Using the Hubspot CRM deals tool helps us keep track of where customers are in the funnel and helps remind us of tasks.
Recommendations to others considering the product:
Good tool for management of contacts, automation of workflows.
Keeps you organized and professional
What do you like best about the product?
User interface makes it intuitive and easy to learn. Great when training new users!
What do you dislike about the product?
Some challenges trying to manage and separate different business lines. Getting better as we learn more and new features are released.
What problems is the product solving and how is that benefiting you?
Time saving to work on other projects! Minimizing repetitive activities. Increased comfort level that tasks are getting done. Easy adoption from new users.
Recommendations to others considering the product:
Ensure you have a prioritized list of top CRM features, integrations, and functions needed. Conversion from other programs can be challenging, understand any concessions required.
The Hubspot CRM made it easier for my team to keep our marketing and sales teams on the same page.
What do you like best about the product?
Hubspot CRM makes outbound and inbound correspondence much easier due to the tracking features, call and email logging and ability to create templates.
Our team is able to easily send customized emails using properties and email tokens. It makes our outbound so much easier.
Since we have Hubspot Marketing as well it is easier for our Sales development team to take on the marketing inbound leads.
I love the gmail extension as well since it makes sure whatever outreach I do on gmail is tracked and recorded in the CRM.
Our team is able to easily send customized emails using properties and email tokens. It makes our outbound so much easier.
Since we have Hubspot Marketing as well it is easier for our Sales development team to take on the marketing inbound leads.
I love the gmail extension as well since it makes sure whatever outreach I do on gmail is tracked and recorded in the CRM.
What do you dislike about the product?
Limitations with reporting features that come with the CRM made it hard for our team to monitor each members' performance. We were able to overcome this with the reporting add-on.
Some times it can take a while to get used to all of the Hubspot CRM features, but the support team, knowledge base and account executive made it easier to figure out what we couldn't on our own.
Some times it can take a while to get used to all of the Hubspot CRM features, but the support team, knowledge base and account executive made it easier to figure out what we couldn't on our own.
What problems is the product solving and how is that benefiting you?
We are empowering our Sales Development team to work smarter and more efficiently using the Hubspot CRM. It has allowed us to have a better transparency into each other's success and learn from our campaigns.
We have a team distributed across the country, having Hubspot CRM makes it much easier to stay on the same page with each other.
We were having a hard time monitoring each other's KPI - the Dashboard feature has allowed us to keep each team member to easily track their progress and see their results. This was also very important for upper management to have transparency into our team's work.
We have a team distributed across the country, having Hubspot CRM makes it much easier to stay on the same page with each other.
We were having a hard time monitoring each other's KPI - the Dashboard feature has allowed us to keep each team member to easily track their progress and see their results. This was also very important for upper management to have transparency into our team's work.
Recommendations to others considering the product:
It is a great part of the team, highly suggest it. Especially when you habe a team that is located across the country or world.
Easy to use for the whole team
What do you like best about the product?
The simplicity of the pipeline makes it easy to see where all of the deals are. This makes it easy to review with different team members and managers.
What do you dislike about the product?
I think some labeling might help — being able to have all of the deals for one product in one pipeline, but be able to label them by campaign might be nice.
What problems is the product solving and how is that benefiting you?
Having to relay information from individual sales people and other team members was difficult. Now it's easy for anyone to go in and look at the pipeline to see where every deal is.
Recommendations to others considering the product:
Get a training from the team. There are a lot of items that require "best practices" to get the most out of it.
Efficient, Simple, Effective.
What do you like best about the product?
There are so many ways to utilize the CRM, but what appeals to me most are the automation features. It's so easy to stay on top of what you're working on. Of course if you do not use it properly, it will not be so effective, but the system does a very good job of trying to push you towards using it correctly. Another hubspot feature that really helps me in my day to day workload is Tasks. It's nice to have an "assistant" reminding you of all the things you need to do on a daily basis. You can also use the automation features to create tasks at the end of sequences.
What do you dislike about the product?
I think there could be some improvements in how deal properties work, and I think an auto save feature should be implemented. I think I spend half of the time on the system just hitting "the save" button after completing every action. I also would like to see some improvements to the mobile application. In 2020 it's very important that we should be able to use all aspects of the CRM while on the go. The most important feature that should be added would be the ability to enter a client into a sequence right from the app.
What problems is the product solving and how is that benefiting you?
I wouldn't say I'm solving problems necessarily, but I think it aids me in the normal
Recommendations to others considering the product:
I would recommend this to anyone who is looking to improve their efficiency, and effectiveness. Hubspot will give you the ability to make one salesperson as effective as 5.
Powerful CRM
What do you like best about the product?
- responsive support team
- ability to create custom data fields
- ability to create helpful, detailed, and custom reports
- easy to manage tasks and to do's
- robust data
- easy to log calls
- calendar integration
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- ability to create custom data fields
- ability to create helpful, detailed, and custom reports
- easy to manage tasks and to do's
- robust data
- easy to log calls
- calendar integration
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What do you dislike about the product?
- can be difficult to keep data clean; eg, "company name"is a contact field, while "company" is a company field >> these don't sync. Can we easy to lose track of people in the same organization
- cannot customize lifecycle stages
- not ideal of outbound sales sequences
- can only set monthly revenue goals (not ideal for seasonal businesses)
- cannot customize lifecycle stages
- not ideal of outbound sales sequences
- can only set monthly revenue goals (not ideal for seasonal businesses)
What problems is the product solving and how is that benefiting you?
- lead scoring
- aligning sales and marketing efforts
- better lead nurturing
- automated workflows
- partner success integration
- aligning sales and marketing efforts
- better lead nurturing
- automated workflows
- partner success integration
Recommendations to others considering the product:
- patience :)
- training team
- make sure you only upload VERY clean data
- training team
- make sure you only upload VERY clean data
Excellent and broad product
What do you like best about the product?
I like that HubSpot has so many integrated features. The entire sales team can be run from it.
Looking around other products hubSpot does everything they do but benefits from being all in one place.
Workflows allow you to automate complicated tasks and are almost infinitely customisable, they allow your marketing to be targeted and effective.
Looking around other products hubSpot does everything they do but benefits from being all in one place.
Workflows allow you to automate complicated tasks and are almost infinitely customisable, they allow your marketing to be targeted and effective.
What do you dislike about the product?
The document tracking could be better. Individuals have to click through to other pages rather than being able to scroll. you cant see the aggregate performance of a particular document.
LinkedIn Connectivity would also be good, so that when a message is sent there it logs to HubSpot.
The sales extension in outlook makes email and the entire computer very slow and sometimes crash. Particularly when several sequences are currently running.
The HubSpot app isn't great, many people is our team don't use use it as a result.
LinkedIn Connectivity would also be good, so that when a message is sent there it logs to HubSpot.
The sales extension in outlook makes email and the entire computer very slow and sometimes crash. Particularly when several sequences are currently running.
The HubSpot app isn't great, many people is our team don't use use it as a result.
What problems is the product solving and how is that benefiting you?
Sequences - save time and ensure followups
Tasks - Ensures that no one falls through the net
HubSpot score - allows us to prioritise leads
Call types - allows us to assess activity against performance
Document tracking - Allows us to track when a client is looking at our proposal
Workflows and forms - allows us to identify top prospects and notify relevant team members
Tasks - Ensures that no one falls through the net
HubSpot score - allows us to prioritise leads
Call types - allows us to assess activity against performance
Document tracking - Allows us to track when a client is looking at our proposal
Workflows and forms - allows us to identify top prospects and notify relevant team members
Recommendations to others considering the product:
A very good product, worth its weight in gold. The philosophy behind it of inbound marketing is worth getting stuck into and accepting. Focussing on producing great content and attracting people to your site.
Hubspot - simple to use with a broad range of tools to increase productivity
What do you like best about the product?
Hubspot offers plenty of tools to help keep organized and productive while still being simple to use. Their sequences make followup a breeze and their task management allows for teams to communicate effectively on what needs to get done. Their CRM calling feature is also great allowing me to make calls from my desk phone number using the browser of my computer anywhere in the country. I also use their templates and sequences daily to make follow up and answering frequently asked questions quickly and easily. Lastly, their ability to manage client information and search the database based on that information is a great tool that makes finding the person, or group of people, you're looking for easy.
What do you dislike about the product?
Overall there isn't much to dislike about hubspot. If I had to be picky I would say that some of the editors may be complicated for somebody without a reasonable amount of tech background.
What problems is the product solving and how is that benefiting you?
Team communication is the largest "problem" that we have solved using HubSpot. The ability to see emails colleagues have sent to mutual contacts/leads and follow up for them is a very valuable tool.
Recommendations to others considering the product:
Research the tools available to you as a user of HubSpot. There are tons of ways to use the CRM to increase productivity and visibility of your company. You can great custom landing pages for your website, link forms/documents for quick sending, set tasks and sequences to follow up with customers in a timely and professional manner, use templates to respond fully to frequently asked questions, and auto-populate the templates mentioned previously with customer's names and information.
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