I am a sales professional and I use the solution to manage the pipeline of my prospects and customers. The solution helps me to keep track of my progress and know how much I have made for each account. It also helps me know the response I got for each account, the stage of the deal, and whether it is likely to be closed.
Sales Executive at Gumlet
Makes pipeline management simple and easy
Pros and Cons
- "The solution makes it easy for you to log in and manage your pipeline. So pipeline management is very easy and simple."
- "The tool should get better at catching leads. Currently, it works better on catching inbound leads. Whenever a person signs up on the website, HubSpot catches the lead and creates an account. However, it is not 100 percent accurate."
What is our primary use case?
What is most valuable?
The solution makes it easy for you to log in and manage your pipeline. So pipeline management is very easy and simple.
What needs improvement?
The tool should get better at catching leads. Currently, it works better on catching inbound leads. Whenever a person signs up on the website, HubSpot catches the lead and creates an account. However, it is not 100 percent accurate.
For how long have I used the solution?
I have been working with the solution for four years.
Buyer's Guide
HubSpot Sales Hub
October 2024
Learn what your peers think about HubSpot Sales Hub. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
814,649 professionals have used our research since 2012.
What do I think about the stability of the solution?
I would rate the solution's stability an eight out of ten.
What do I think about the scalability of the solution?
The solution is highly scalable and I would rate it a nine out of ten. My company has 50 users for the product.
How are customer service and support?
The solution's customer service is good and quick.
How was the initial setup?
The tool's setup is complex because setup involves being trained to use HubSpot as well since you have to know what are all the features there and how to use those features in the best way possible for your work. We have deployed it on the cloud.
What other advice do I have?
I would rate the product a nine out of ten. If you want to use a CRM, use HubSpot since it is super easy to use. It is not as complex as Salesforce and will solve all your problems.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Consultant at BORN Group
Convenient report generation, user-friendly and easy to use
Pros and Cons
- "You can create the workflows and also the different dashboards that you can create. I find it really convenient to generate a lot of reports plus the different views to present the deals."
- "There is room for improvement in the dashboard. If we can actually connect it to maybe a Power BI or some dynamic reporting tool where we can actually slice and dice, that would be really great."
What is our primary use case?
It's mainly for the pipeline and to track the deals in the sales teams.
How has it helped my organization?
What is most valuable?
You can create the workflows and also the different dashboards that you can create.
I find it really convenient to generate a lot of reports plus the different views to present the deals.
That is also more like a summary snapshot that we get, which is really good. The moment I selected the loaner, it gave a snapshot of it, which is also very good. I've also tried using Oracle, which doesn't have this as a feature.
What needs improvement?
There is room for improvement in the dashboard. If we can actually connect it to maybe a Power BI or some dynamic reporting tool where we can actually slice and dice, that would be really great.
Because I feel there are some areas of improvement in terms of generating the reports, especially for our specific needs.
For how long have I used the solution?
I have been using this solution for two years.
What do I think about the stability of the solution?
It is a stable product.
What do I think about the scalability of the solution?
It is a scalable solution. There are around 40 end users using this solution in our organization.
How are customer service and support?
We do have support, but our request would be predominantly to make some fields mandatory when we are transitioning these days, or to consider some sort of a report, etcetera. That's a custom report to generate some custom reports, etcetera.
Which solution did I use previously and why did I switch?
We worked with Oracle. Hubspot is more user-friendly. So that's one reason we opted for this solution.
How was the initial setup?
The initial setup was good. Even onboarding was relatively easier.
What about the implementation team?
There is a support team that manages the tool for us, so we have created an instance.
What's my experience with pricing, setup cost, and licensing?
The pricing is competitive.
What other advice do I have?
I would definitely recommend it because it's really easy to onboard. Also, the setup is quite simple, so I would recommend it.
Overall, I would rate the solution a nine out of ten. it's really user-friendly, and the kind of view that it gives at least for the sale pipeline tracking, it's really good. And, the one point I deducted is because of the reporting feature. It could be better.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
HubSpot Sales Hub
October 2024
Learn what your peers think about HubSpot Sales Hub. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
814,649 professionals have used our research since 2012.
Country Manager at CloudFabrix Software
Efficiently manages sales prospects and has good stability
Pros and Cons
- "It provides efficient business forecasts."
- "The initial setup process is not very complicated."
What is our primary use case?
We use HubSpot Sales Hub for monitoring and forecasting purposes.
What is most valuable?
The product can record the meetings and set reminders. I can refer to the notes while communicating with the customers. Additionally, it provides efficient business forecasts.
For how long have I used the solution?
We have been using HubSpot Sales Hub for about a year and a half.
What do I think about the stability of the solution?
The platform is quite stable.
What do I think about the scalability of the solution?
We have 15 to 20 HubSpot Sales Hub users in our organization.
Which solution did I use previously and why did I switch?
I have worked with many products similar to HubSpot Sales Hub before.
How was the initial setup?
The initial setup process is not very complicated. It is easy to use if you utilize only a few features.
What about the implementation team?
The product can be implemented in-house for large organizations.
What's my experience with pricing, setup cost, and licensing?
We have to pay for licenses. They are not expensive.
What other advice do I have?
The platform helps us manage the pipeline cycle, efficiently manage prospects, and facilitate a smooth transition through the sales cycle. It provides a valuable collaboration space for our sales team. The email tracking features allow us to make notes during meetings.
I rate it an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Feb 6, 2024
Flag as inappropriatePartner at a consultancy with self employed
Used to manage sales pipeline and CRM records
Pros and Cons
- "The tool facilitates adding the relevant information to the records automatically, so you don't have to look things up, as there is an automated search engine and a complete field for you."
- "It would be good to be able to add AI and make it easier to integrate the tool with our day-to-day processes."
What is our primary use case?
We use the solution to manage sales pipeline and CRM records.
What is most valuable?
The tool facilitates adding the relevant information to the records automatically, so you don't have to look things up, as there is an automated search engine and a complete field for you. Since HubSpot Sales Hub is a SaaS solution, there's one point of truth.
What needs improvement?
It would be good to be able to add AI and make it easier to integrate the tool with our day-to-day processes. This would reduce the level of knowledge needed to integrate HubSpot into our daily workflow.
For how long have I used the solution?
I have been using HubSpot Sales Hub for three years.
What do I think about the stability of the solution?
I’ve never had any issues with the solution’s stability.
I rate the solution ten out of ten for stability.
What do I think about the scalability of the solution?
HubSpot Sales Hub is a scalable solution. Around four people use the tool once a week in our organization.
I rate the solution’s scalability ten out of ten.
How are customer service and support?
To resolve our issues, we use available information, FAQs, and knowledge documents, which are well organized.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I previously used Microsoft Excel. I switched to HubSpot Sales Hub because I wanted a solution that had more functionalities. I wanted to have a dedicated CRM system, and I didn't want to run the risk associated with Microsoft Excel. I wanted to make it a little bit more robust so that non-IT users could also adopt it.
How was the initial setup?
The solution’s initial setup is easy.
On a scale from one to ten, where one is difficult and ten is easy, I rate the solution's initial setup a nine out of ten.
What about the implementation team?
The solution can be deployed within a couple of hours.
What other advice do I have?
Overall, I rate HubSpot Sales Hub a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: May 22, 2024
Flag as inappropriateGlobal Chief Experience Officer at a tech services company with 11-50 employees
Seamless process for managing everything from the initial contact to the communications once we've onboarded them as clients
What is our primary use case?
We use the solution for sales and marketing as our CRM to track sales, communications, and marketing effectiveness. We're holistically using both of those platforms.
How has it helped my organization?
Seeing the transition from marketing to sales has been a more straightforward exercise. We use the dashboarding functionality quite a bit. We do our newsletters through it. We've got our website connected to it. We're fully integrated into HubSpot. We never integrated that into Salesforce.
Everything we do is through HubSpot now for Sales. We can see how many meetings the sales team has set up. We can track how many emails they've sent out. We can pass contacts in an automated way from points of marketing, passing them when they're ready for sales. It's been a seamless process for managing everything from the initial contact to the communications once we've onboarded them as clients.
What is most valuable?
The solution provides email add-ons. It can automatically onboard new contacts as they're coming through our email. Salesforce has the same function and features where your emails are recorded.
The tool allows for the transition to happen more easily. You can go in and see when the last communication with the client and communicate with each other.
What needs improvement?
We were using Salesforce. Moving contact and deals associated with that contact to companies is a little clunky. Hubspot’s interface can be a little counterintuitive.
For how long have I used the solution?
I have been using HubSpot Sales Hub for two months. We are using the latest version of the solution.
What do I think about the stability of the solution?
I rate the solution’s stability a nine out of ten.
What do I think about the scalability of the solution?
I rate the solution’s scalability a nine out of ten.
Which solution did I use previously and why did I switch?
I’ve used Salesforce. We could better integrate marketing with Sales. Our marketing team has more experience with HubSpot, so it made sense to migrate over rather than retrain everyone on how to use Salesforce for marketing.
How was the initial setup?
The initial setup is easy.
What was our ROI?
The tool has cut down the time to communicate between marketing and sales.
What's my experience with pricing, setup cost, and licensing?
Hubspot is expensive, but it's worth the investment.
What other advice do I have?
Our C-level executives are constantly being asked how our sales and marketing are going. Hubspot is great.
You get out of it when you put into it. It is an investment of time, and someone needs to be in charge.
Overall, I rate the solution an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Though the tool's UI needs improvement, it provides its users with a very user-friendly UX and customization controls
Pros and Cons
- "HubSpot Sales Hub provides its users with very user-friendly UX or customization controls."
- "When it comes to the UI part of the product, it looks very novice and definitely not something meant for an enterprise-grade level business."
What is our primary use case?
In my company, HubSpot is not completely customized enough currently, so there are some challenges for us. My company uses HubSpot Sales Hub to enter and keep track of opportunities.
What is most valuable?
Deals and opportunity tracking areas are the most important parts for which my company uses HubSpot Sales Hub. Currently, my company is not able to do anything apart from using the deals and opportunity tracking capabilities.
What needs improvement?
HubSpot Sales Hub provides its users with very user-friendly UX or customization controls. When it comes to the UI part of the product, it looks very novice and definitely not something meant for an enterprise-grade level business. The user interface or at least the visual designs of the product should be updated.
For how long have I used the solution?
I have been using HubSpot Sales Hub for a couple of months. My company functions as a system integrator. I am an end-user of HubSpot.
What do I think about the stability of the solution?
It is a pretty stable solution. I have not faced any issues with the product since it is deployed on a cloud.
What do I think about the scalability of the solution?
Though HubSpot Sales Hub is an easily scalable solution, it is not at the same level as some of the other solutions, like Salesforce. In short, HubSpot Sales Hub cannot be considered a product that is of an enterprise-grade level.
Scalability-wise, I rate the solution a five out of ten.
Around 50 people in my company use HubSpot Sales Hub.
How are customer service and support?
I had no requirements or need to contact the solution's technical support.
Which solution did I use previously and why did I switch?
I have experience with Salesforce. I would prefer Salesforce over HubSpot since I am more comfortable with the former product, as I have used it in my last two organizations over a span of five to six years.
How was the initial setup?
I wasn't involved in the initial setup of the product.
Though unsure, I think that solution is deployed on the cloud.
What other advice do I have?
I am not experienced enough with HubSpot to be able to recommend it to others.
I rate the overall tool a five out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
VP of Global Operations & Procurement at a transportation company with 51-200 employees
Allows us to customize our sales cycle approach
Pros and Cons
- "I like the tool's flexibility. It allows us to customize our sales cycle approach. However, this flexibility can be challenging, as there are many options to consider."
- "I think AI-driven features would be great. For example, if it could make recommendations and suggestions for each user, like when to reply or what to say, that would be a great asset in a CRM. This could help sales reps close deals faster, which is crucial."
What is our primary use case?
I use HubSpot Sales Hub to build the top of the funnel in our freight forwarding and supply chain business. We use it for solution design, understanding customer projections, market research, costing, scheduling, and providing innovative solutions to our sales team. It helps us from identifying prospects to completing deals.
What is most valuable?
I like the tool's flexibility. It allows us to customize our sales cycle approach. However, this flexibility can be challenging, as there are many options to consider.
Feature-wise, the SEO tooling in HubSpot has been helpful recently, according to feedback from my team. We haven't explored the automation capabilities much yet.
What needs improvement?
I think AI-driven features would be great. For example, if it could make recommendations and suggestions for each user, like when to reply or what to say, that would be a great asset in a CRM. This could help sales reps close deals faster, which is crucial.
Regarding pricing, I think HubSpot Sales Hub is okay—not too expensive. But as a company, we'd always like to see costs decrease slightly.
For how long have I used the solution?
I have been using the product for a couple of years.
What do I think about the stability of the solution?
We haven't faced any major performance or stability issues.
What do I think about the scalability of the solution?
Currently, we have about eight to ten users across three departments: sales, account management, and procurement.
What was our ROI?
We're seeing ROI. The tool drives most of our outbound marketing and customer outreach. However, our sales cycles are a bit longer than we'd like, which affects cost-effectiveness. We need to build a better top-of-the-funnel.
What other advice do I have?
We haven't explored many integration capabilities. We initially considered integrating it with our in-house app for a holistic picture from prospect to client onboarding, but it's still unexplored territory.
I don't have any AI-driven initiatives or sales strategies using AI that are supported by the specifically. However, we are exploring AI for operational efficiency in our industry, which is very paperwork-driven and involves a lot of cargo movement. We have to maintain many documents and comply with regulations promptly.
So far, we've automated some processes using logic and machine learning capabilities, including using large language models (LLMs). We're currently exploring AI more deeply this quarter and next to build a more operationally efficient platform.
For example, we're looking to integrate AI into our email system to understand conversations and automatically mark tasks as completed. We do freight bookings mainly through email with different ocean and air carriers. Instead of having a user manually update our system based on these emails, we're developing an AI that would handle this process automatically. Human intervention would only be needed to handle exceptions.
As an end-user, I find it intuitive and straightforward, though I can't speak to the complexity of setting up the workflows.
We can recommend HubSpot Sales Hub because it can push content, do customized account-based tooling, and has good reporting and analytics. It's a holistically designed product. However, its flexibility means that how well it works depends on how you implement the workflows for each feature.
My advice for users looking to implement it is to understand your sales cycle workflows and the tools you offer first. Creating lots of customized content is tempting, but this can quickly become overwhelming. I recommend keeping it simple at first. Start by setting up the visibility layer and running basic reporting and analytics. Then, you can start fine-tuning the product, your processes, and your sales approach based on the data. That's one of the big advantages - you can break down all this information. You need the right people who can understand and interpret the data.
On a scale of one to ten, I would rate HubSpot Sales Hub an eight. The two-point deduction is because I'm unfamiliar with the complexities of configuring workflows or potential integration issues.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Sep 3, 2024
Flag as inappropriateFounder at a university with 11-50 employees
Useful for managing workflows and for the modules offered to users
Pros and Cons
- "HubSpot Sales Hub is useful for managing workflows."
- "It would be good if there were sort of more templated processes offered by the tool since this is an area where the product has shortcomings."
What is our primary use case?
HubSpot Sales Hub is useful for managing workflows.
What needs improvement?
HubSpot Sales Hub is a product that is on par with HubSpot CRM other than the factor it can be described as a product that offers everything in a single package along with marketing automation features.
It would be good if there were sort of more templated processes offered by the tool since this is an area where the product has shortcomings.
For how long have I used the solution?
I have been using HubSpot Sales Hub for three years.
What's my experience with pricing, setup cost, and licensing?
I rate the product price as seven on a scale of one to ten, where ten is the most expensive, and one is the least expensive.
What other advice do I have?
If the product is used in a complex product or service organization with a lot of different pricing rules, I feel HubSpot, as a quoting tool, is just not built for it.
I think the product is pretty vanilla and just enough to meet the needs. The product doesn't do anything different from any of the other solutions available in the market.
When it comes to HubSpot, it's the connection with marketing automation on the Marketing Hub and not Sales Hub that is helpful. Sales Hub does not offer any automation.
I recommend the product to others only if they need some of the modules it offers. On its own the tool does not have any differentiators from the other tools in the market. There are lighter platforms out there compared to Sales Hub.
There has been no cost reductions in our company from using the tool, especially since it was a green deployment.
I rate the tool an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: May 15, 2024
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