Sales Hub

1. They are constantly improving the system based off of feedback from customers 2. The service & support is second to none. We have had a quick resolution to almost every ticket, with the only exceptions being a handful that require more development resources and strategic planning 3. The ease of use and intuitive nature of the product make it a great solution for our team and has helped to reduce the overall impact of switching platforms with long tenured employees.

I feel like it's not too hard to learn once you get into it, but I think each organization sets up their Hubspot wildly different so going from one company to another and both use Hubspot could be confusing.

1. Ease of use for high level power users. You can do a lot quickly and effectively if you know what you are looking for. 2. Heavy ability to customize the index pages, views, and detailed views of records to allow the sales team to see the details we want them to focus on without them having to dig for it. 3. Automation is powerful and can do a lot to support the team at a operation level without them needed to get their hands dirty and spend hours and hours working in the system. 4. The data import tool has improved dramatically and allows the ability to fix errors in the data and map while getting ready to import, rather than having to review the errors and reupload over and over again.

1. Updates are so frequent that it is difficult to keep up with identifying what is best for our account. I wish releases of updates were made on a more cyclical schedule (quarterly for instance) 2. While it is a very robust system, I believe there is still a lot of work to be done for B2B users as most of the pre-built automations seem to be built with B2C or D2C in mind. 3. We would like to see a more robust CPQ tool for quoting in which we can apply product logic to only allow sales managers to quote compatible products with the main product they are quoting. We currently use a third-party vendor for this.

The overall flow of taking a deal from first meeting to Closed Won can be a little convoluted. Again, this may be the way my team has set it up, but it's not a super fluid process to finish a deal.

1. Even with all the great features, there are some technical limitations when it comes to reporting with Line items tied to deals at a larger scale. 2. Even with the amount of customization being done, HubSpot can still feel somewhat overwhelming to sales reps as they start to use it. would be nice to have a way to streamline the main features to create a sales lite experience to limit even further the amount of features sthey have avaialble. 3. Limited academy resources for sales enablement with the software. There used to be some content in the past but was archived due the the amount of updates.