Sales Hub Enterprise
HubSpotExternal reviews
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Hubspot > Salesforce
What do you like best about the product?
Overall Hubspot is intuitive and user-friendly. One of my favorite features is the email templates that I can customize and send to a lot of people easily. Hubspot has significantly helped to streamline my workflow. I would say that Hubspot as helped to increase my overall efficiency at work.
What do you dislike about the product?
The built in Hubspot dialer is not convenient. We have to pay for a 3rd party plugin. This is honestly the only complaint I can think of. If Hubspot were to implement a dialer built in that included features like click-to-dial, local area code matching, and voicemail drop, Hubspot would then truly be an all-in-one solution.
What problems is the product solving and how is that benefiting you?
Keeping leads organized, knowing my outreach plan, and having a simple way to email prospects.
Recommendations to others considering the product:
Highly recommend. I came from an organization where we strictly used Salesforce classic. It got the job done but I didn't love it. In my opinion, Salesforce lightning is not user-friendly. Hubspot has a lot of functionality from a Sales & Marketing standpoint and it is truly easy to navigate.
Using Hubspot Deals and Tasks to stay top of Mind and Grow Sales
What do you like best about the product?
My first favorite tool is the Tasks section. I use the Tasks section daily to follow through on important client connections that help me make sure my deals don't fizzle out due to lack of attention. Reminders to connect with my most important clients are most often prompted when working in unison with my Deals page. I can quickly scan my deals, and add tasks associated with them to ensure I'm following up with clients to close deals. The deals section has been instrumental in giving me a quick snapshot view of all my top revenue opportunities, guiding me toward shaping my daily action items around the most important clients and/or deals.
What do you dislike about the product?
My personal preference for efficient deal review is under the "table" view of the deals section. The table view has various categories such as "owner", "close date", "deal stage." However, they do not have "drop down" capability. So in order for me to change any statuses in "table" view, I have to drill into the contact Preview, or drill into the actual contact page. It would be immensely helpful if the table view had drop down options for changing deal stages, close dates, and most importantly, setting tasks. The most helpful transaction I use on all of hubspot is setting tasks on deals that I need to close, but it is currently too time consuming because I have to click back and forth between pages to do it. The dropdown will fix that issue.
What problems is the product solving and how is that benefiting you?
I'm solving one big problem that all sales people have... Managing accounts and priorities. Hubspot puts everything in one place, allowing me to manage the top priorities on a daily basis. We had no CRM before HubSpot, so this has been huge for us. Another benefit I have realized is that our owners can now see my activity... So they are seeing how much hard work I am putting into this company. When measuring employee activity, HubSpot shows sales management who is going above and beyond.
It's pretty good!
What do you like best about the product?
you can track certain items and have them passed along automatically to others. I like having the team on the same page to be able to track our sales pipeline as well. Your emails automatically get inserted into the CRM after you download the plugin on Outlook, etc., making it really easy to understand when you last contacted people, who their main contact is at your company, etc.
What do you dislike about the product?
there are a few features that don't automate as well as we'd like. the system kind of makes you upgrade to a paid version to get the best experience. We are under the startup discount so we purchased the sales and marketing packages, which have given us more of the experience that we're looking for.
What problems is the product solving and how is that benefiting you?
keeping track of the clients. before, we were contacting the same clients and not maintaining a database. now that our whole team is operating on Hubspot and we're all able to be on the same page regarding our client contacts, sales pipleline, tasks and onboarding. We were having trouble with the handoff originally from our sales team to the client success team, tracking individual orders after a successful sale, so the ticket portion of hubspot has by far been the most used feature.
Recommendations to others considering the product:
get the processes in place at the beginning. it was very easy to get up and running, but harder to implement the "best practices" after we were already going. Putting the pen to paper on what you are looking to accomplish from using hubspot and each of the different features it offers will give you the most benefit from hubspot, outside of just tracking emails and contacts.
Hubspot Tasks Features
What do you like best about the product?
Hubspot tasks are super helpful and organized. The quick options to toggle between whats due today, overdue and upcoming are all helpful for forecasting work loads. And their queues are super helpful for hammering through several tasks in a limited timeframe.
What do you dislike about the product?
I do wish there were options for other interfaces like a dark mode, for when working nights. Other than that, I have nothing negative to say about the interface, or the tools.
What problems is the product solving and how is that benefiting you?
I am able to organize tasks, assigned to contacts and companies, and quickly associate contact records to specific tasks, to keep an organized workflow, and a clean pipeline.
Recommendations to others considering the product:
Hubspot is the best CRM out there, if you keep the tasks, contacts, meeting, and emails all properly associated.
When you do not associate these, it can be cumbersome, but with a little proactive work, you can keep it extremely clean, and it can help takecare of itself over time.
When you do not associate these, it can be cumbersome, but with a little proactive work, you can keep it extremely clean, and it can help takecare of itself over time.
Hubspot keeps you on Task
What do you like best about the product?
HubSpot allows me to organize my contacts and follow-ups in precise manner. The ease of use and navigation is a huge time saver.
What do you dislike about the product?
Importing data or lists from other sources is not easy or I have just not dug in enough to learn how to easily do it.
What problems is the product solving and how is that benefiting you?
I like the activity alerts to see who is opening emails and what links they are clicking. This can help me plan out next steps strategically to maximize my time.
Recommendations to others considering the product:
HubSpot is a great tool for small to large business looking for a user friendly CRM solution.
The best CRM system for a sales person
What do you like best about the product?
I absolutely love HubSpot crm system for so many reasons.Training the training is not about just how to use the system but valuable information on being a better sales person and better at emails, questions to ask my potential clients. This system keeps me organized, reminders to follow up and notes on emails, conversations etc.I do not think I would want to work for a company that did not use hubspot.
Transparency... important to see the progress of everyone in the company
Transparency... important to see the progress of everyone in the company
What do you dislike about the product?
I do not like when I use a queue for task and need to delete a contact it takes me out of my queue and I have to start over...
I wish there was a more efficient way of sending emails to large groups of prospects. For me letting prospects know of ad space deadline is a priority and one by one takes forever
I wish there was a more efficient way of sending emails to large groups of prospects. For me letting prospects know of ad space deadline is a priority and one by one takes forever
What problems is the product solving and how is that benefiting you?
Training has been the best(my company has little or no training so this has been incredibly helpful
Organized I handle 6 magazines this keeps me on track for each publication and follow ups as needed
Organized I handle 6 magazines this keeps me on track for each publication and follow ups as needed
Convenient way to save templates
What do you like best about the product?
I like that I can have access at the click of a button to all my best templates. These templates are formatted specifically for my prospects. Many of the times I need to send the same email to many people and it can be time consuming to go back in history to find past emails. This allows me to access them easily.
What do you dislike about the product?
I dislike the fact that you have to pay extra to get live customer support. By that I mean on phone support with a real person. All I have right now is support via email chat bot. Which is a long process. Most questions I have to find the answers myself.
What problems is the product solving and how is that benefiting you?
I am having difficulties with the CRM being slow sometimes and in the past had my contacts get mixed up. But the task list is great it keeps me organized. I do not forget to follow up with contacts. One thing I wish that it would do is give me a forecast outlook for how many task are assigned each day in the future so that I do not overload myself with work. When that happens I realize I can not get through everything and run out of time before the day is over to finish all of my work. It would be better if I could easily blink and see where I should push a task out to.
Recommendations to others considering the product:
This is better then Salesforce
Excellent!
What do you like best about the product?
I love the convenience of the temples and deals dashboard to holistically see what's going on at any point! Templates are such a huge time saver for those messages I send again and again. I also love the Gmail connection, makes it super easy to drop in a template, document, meeting link, and schedule the email directly through Hubspot.
What do you dislike about the product?
I would love if our Hubspot integrations (Wistia) worked a little more holistically rather than just on contact records.
What problems is the product solving and how is that benefiting you?
It has really helped solve the problem of keeping track of what my clients are doing at any given time- holistically keeping track of emails, calls, conversations, and clicks.
Recommendations to others considering the product:
Consider what your business holistically needs rather than just basic features.
Make the prospecting calls easier!
What do you like best about the product?
Ability to call, email with attachments or templates, schedule meetings at any level or opportunity a have everything together is awesome and makes prospecting time efficient.
What do you dislike about the product?
The mobile app is a bit clunky and small on my phone
What problems is the product solving and how is that benefiting you?
What emails work with open rates and who to call when.
very useful to maintain the workflow
What do you like best about the product?
we can track the lifecycle of our customers so that we don't miss any details about our client and all marketing tasks can be done from this software
What do you dislike about the product?
tracking the users from non hubspot form is very compilicateed process otherwise it is very nice software
What problems is the product solving and how is that benefiting you?
it contains diffrent modules like sales , marketing ,support etc.. from this modules we can solve all our workflow related problems
Recommendations to others considering the product:
yes i recommend every startup companies to try this software
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