HubSpot Sales Hub

Vorteile

Easy to use and set up. Easy for new salespeople to use and learn how to use it. It has the ability to customize by adding specific attributes. It also allows you to create custom stages and workflows on each stage.

Nachteile

It is a little expensive and not good for a small sales team.

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Vorteile

Easy to use. Very intuitive even for the non-technical savvy user.
Ability to create custom scheduling links to send to prospects.
Ability to integrate with numerous other programs to really streamline your workflow and save you time!
Ability to create beautiful email templates.
Ability to create links to documents, videos, images, and more to embed into emails.
Get open rates, click rates, time viewed, etc.
App for smartphones for easy on-the-go access. App also helps you log incoming and outgoing calls when related to a contact.
Easily track sales pipeline on an interactive dashboard.
Automatically logs events and emails through linked calendars and email inboxes.
Can launch calls from site and app, log type of call, and record the call!

Nachteile

I don't really have any complaints or cons with HubSpot itself. I would love the app to be able to do a little more, like create/edit/add a quote.

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Vorteile

First of all, it is important to know what is HubSpot Sales Hub. It is a HubSpot product that enables us to monitor the phases of our sales process, and assess which phase of the funnel our leads are in (a lead is a marketing jargon that means sales in this context). In other words, Hubspot sales hub is a sales metric tool to see where the sales optimizations are needed the most. The things that I particularly like with this product are:
- The interface is actually smooth and intuitive. Once we click on the Sales tab located in the upper corner of the screen, we will see all of our transactions, our sales pipeline, and we can actually move the different transactions (meaning the sales) by just picking and dragging them around with the mouse. If we want more information about a transaction, we can just click on it and it will open a whole other window about this particular transaction with the customer’s pieces of information such as: The name, the contacts, and the number of tickets if there are any;
- We can set organizational charts related to team projects, assign tasks among the members, organize meetings, and automate repetitive tasks;
- We can measure the sales performance in the Report tab. Then, we should click on Dashboard to be able to display the different sales made in a defined period of time. The dashboard is customizable with different templates available.

Nachteile

Two things that can be improved:
- It would be better to add a task reminder for the uncompleted tasks;
- Different colors need to be added to automate our next action on a given deal/transaction; different colors with different interpretations about the required actions that must be taken. This will save us the time of having to click on the deals/transactions.

Vorteile

Ease of use and automation capabilities.

Nachteile

The onboarding experience. They insist on charging for onboarding support, but don't really give you the support you need and completely lack ownership over the process.

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Vorteile

HubSpot is a great solution for managing most sales and marketing campaigns, and the Sales Hub is no exception. The ease of setting up pipelines, tracking contacts, logging notes, and especially scheduling follow-ups for each contact makes this an ideal platform for lead generation and account closing processes.

One killer feature is that when you're setting up a Company in the system, you simply enter their website and it auto-populates all the essential contact data - making it so easy to quickly get your cold-calling lists setup so you can get to work reaching out to individuals within the Companies.

Nachteile

I feel there are some redundancies in the way 'Deals' and 'Lead Status' pipelines are managed, but easy enough to work around them and set them up as you see fit.

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