trumpet Reviews & Product Details

The platform lets me tailor the sales flow to each client and their specific needs. I also appreciate the flexibility to create modules and control the pace of an evaluation, which makes the process feel more structured and client-focused. Review collected by and hosted on G2.com.

Trumpet has a bit of a learning curve when it comes to creating modules, but once you have your templates and everything set up, it becomes quick, fantastic, and easy to use. Review collected by and hosted on G2.com.

So easy to use, the Copilot has transformed how my pods look and how quick it is to put them together. I love getting the real time notifications via Slack on what my stakeholders are engaging with in my pod. It's completely changed how I operate my Sales processes. Review collected by and hosted on G2.com.

Not necessarily a negative but the product changes and develops very quickly, as long as you stay up to date you're okay! Review collected by and hosted on G2.com.

Ease of use and so practical. Why send somebody an email filled with links, when you can send them a Workspace, that you can adapt to individual needs. Review collected by and hosted on G2.com.

If you change something individually, for a few people, you need to go into each Workspace to change it again (if you don't work on a master Workspace). Review collected by and hosted on G2.com.

A great way to share and collect information for a project. It lets you use your team’s templates easily and streamlines the otherwise tedious process of sharing information and requesting details from clients and prospects.

The UI is easy and intuitive, and integrations with HubSpot, Gong and others make creating pods easy and fast.

Metrics on how prospects interact, what they look at and what is important to them help drive deals forward. Review collected by and hosted on G2.com.

A little clunky removing things from templates, At times requieres many clicks to widdle it down to a version that is not that overwhelming for the prospects. Review collected by and hosted on G2.com.

Trumpet completely transformed how we handle sales follow-ups. Being able to centralize demos, proposal docs, and mutual action plans into one interactive hub saves so much time. Plus, buyers actually love using it. It is easily one of the highest-ROI tools in our stack. Review collected by and hosted on G2.com.

Building Pods is straightforward, but layout adjustments can still take some manual effort. It would be amazing to have an AI builder like Lovable baked in so we could just type what we want the Pod page to look like and let it generate the layout automatically. Review collected by and hosted on G2.com.

We use trumpet for onboarding customers and new partners. It serves as a valuable resource for providing guidance and contact information post-onboarding. I love the ability to hide/unhide forms until required, which helps prevent customers from being overloaded with too much information or forms at one time. The feature also allows us to provide new accessible information and resources after onboarding. The help function when setting up hubs is really helpful for guidance. Bel and Maddie at trumpet are fantastic, always reaching out and supporting us whenever we need it, with quick responses and problem-solving help. Trumpet's initial setup was great, with support the whole way, and Maddie's assistance continues to be invaluable. I find trumpet help is very clear on guidance/processes, answering many of my questions effectively. Review collected by and hosted on G2.com.

N/A Review collected by and hosted on G2.com.

I like that Trumpet's ease of use ensures our clients can navigate it without issues, regardless of their technical expertise. The UI is extremely user-friendly, making it accessible to everyone. Additionally, I appreciate that Trumpet allows for seamless integration into our tech stack, so we don't have to search multiple places for reporting. It's also great to have a central location for client communication and training materials. Plus, the support we've received is fantastic, with our sales and setup team guiding us every step of the way and providing ongoing assistance with any issues. Review collected by and hosted on G2.com.

I do feel that the initial template/pod setup is a bit cumbersome and could use some improvements. We struggled a bit with the best way to set them up and maintain them. Review collected by and hosted on G2.com.

I really like the real-time engagement analytics in trumpet that alert the account executive the moment a decision maker opens a shared pod. It's also really convenient how prospect branding is automatically added to each page template as soon as a link is created. The digital sales rooms are super centralized, combining personalized video introductions, joint action plans, and pricing calculators all in one link, and I love that prospective clients can go through the steps of an agreement without needing to download anything outside the portal. Plus, the embedded e-signature widget is a lifesaver, seamlessly collecting legally binding contract consents right within the pod design. It's also great that we can directly log link interactions in HubSpot, which automates follow-up tasks for the sales agents. Review collected by and hosted on G2.com.

The rich text editor distorts custom font selections when content is pasted from other web pages. Heavy media blocks on mobile viewports are reordered, which leads to lasting overlaps in alignment over the small screen of the smartphone. Review collected by and hosted on G2.com.

I use it to track engagement with my customers, especially when it comes to the business outcomes I aim to achieve or when monitoring the progress of the outcomes realization plan I manage as a CSM. It serves as a centralized hub, making it easy to collaborate with my customers. It's also a great way to see if my renewal proposal have been viewed as well as any collateral around our academy resources or best practices! Review collected by and hosted on G2.com.

I found it somewhat more challenging to use when it came to project management. It would great to have more of a google sheet format (vs right now, you have to embed as a URL and some of my customer dont have google sheet in Enterprise). Review collected by and hosted on G2.com.

It's so easy to create a pod with the customer's branding and colors, and they absolutely love it!

Adding new widgets and customizing the pod is also seamless.

Their support team is amazing, I get a response to my queries within minutes. Review collected by and hosted on G2.com.

It doesn't integrate with our notetaker, only connects to Gong and 1-2 others, so I'm unable to utilise automated creation of pods based on my demo calls.

AI pod creation is also a possible gap. Review collected by and hosted on G2.com.