HubSpot Sales is a cloud-based sales automation software designed to build, automate and accelerate the sales process. The solution allows sales personnel to connect with promising leads and convert them into successful deals. HubSpot Sales allows automating business communication by defining a sequence of personalized follow-up emails and reminders. With the real-time engagement updates, users receive notification as soon as the customer opens an email or click on a campaign link.
HubSpot Sales also offers CRM tool to record and log clients details, conversations and engagement history. With ready to use insight, businesses will have the information on campaign's performance and buyer’s interest. Sales teams can build and manage multiple sales pipelines and monitor activities going on through different stages of the sales process. The solution offers an interactive dashboard that displays the performance of sales teams and targets achieved.
HubSpot Sales also integrates with HubSpot CRM and HubSpot Marketing to deliver an exhaustive sales management suite. Collectively, the suite allows businesses to track entire marketing and sales funnel.
Matt G. Branche: Informationstechnologie & -dienste Mitarbeiteranzahl: 13-50 Mitarbeiter
The basic end of the software is relatively easy to use, allowing new users to be up and running in an afternoon. Integrations are quick and easy with other systems from gmail to Salesforce. Once templates and sequences are up and running, sales staff can easily and confidently manage their own marketing. The ability to create offline tasks is a great way to formalise your sales processes, and get either your outbound or inbound sales teams closing more business!
It would be nice if the sales version allowed you to send on behalf of another user. Whilst you can see stats, set up templates and add contacts, when it comes to the crunch the person signing off the emails has to send them. Also, some of the limitations are far from clear, because upgraded functionality is always visible, if you have a mix of paid and free users this can lead to a lot of confusion.
Leo W. Branche: Eventservice Mitarbeiteranzahl: 13-50 Mitarbeiter
From day one I could see the value, and was happy with it. Being able to track documents and emails alone, in my business, is key. It allows me to see which prospects are the most engaged with the content, and that makes all the difference!
This is a great tool for your sales process. It provides oodles of data about your outreach, about email viewings, detailed data about how prospects are viewing your documents (even which pages, and for how long!). As a whole, it provides a variety of reports, lets you upload more documents and email templates than you could ever need! It integrates seamlessley with GMAIL (this what really what sold me), and operates along side your gmail account. Hence, I don't have to go in and manually add prospects to the CRM, I don't even need to input them via one list of all of them at once. Just working every day adds them one at a time as I work. And if I want to do it on a mass scale, I can do that too!
Cons... well. I feel like I could use a coach to sit by my side and show me everything. There is quite a lot that it does, and for a guy like me who isn't near as tech saavy as I think I am, it's quite complex. I see my colleague utilizing the software to a much higher degree. I feel I will get there, but for now it serves a few key purposes, and is already well worth the expense.
Lee T. Branche: Informationsdienst Mitarbeiteranzahl: 2-10 Mitarbeiter
We love this solution for monitoring our client engagement!
The system is easy to use, and input data, which is great for any small business looking for a CRM that is free.
There has been some reduction in functionality in the free version, however it far exceeds any other free CRM.
Brenan L. Branche: Computer-Software Mitarbeiteranzahl: 13-50 Mitarbeiter
Sales Hub makes basic CRM functionality accessible to SMBs who often do not have the resources (time, money or people) or knowledge. It enables them to better manage deals and prospects.
The design of the CRM is heavily focused on an inbound sales model, so the platform lacks design functionality for other models such as outbound. Companies with moderate to complex requirements will not find the flexibility they are looking for.
John W. Branche: Informationstechnologie & -dienste Mitarbeiteranzahl: 51-200 Mitarbeiter
HubSpot has become a foundation for our entire business. It houses all of our clients and prospects information plus all important stats for each. It is such a vital tool that helps compliment everything we are doing as a company. I do not know what we would do without HubSpot.
HubSpot does most all of the work for you and collects your client and sales data through integration. My cold call efforts do not need to result in tons of data entry but rather allows me to enter my notes and sales data into the HubSpot profile that is created through me simply sending an email.
I have found the duplicates and some time triple copies of data have been found in HubSpot. This makes managing data and notes challenging. They have a merge feature but this is time-consuming and cannot be undone so at times it feels like a risk.