Likelihood to Recommend So there was a deal I was not able to find in all pipelines, basically in all deals view. Then I shifted it to a deals stages-wise view. It helped me understand how many deals I have in follow-up stages to keep following up on time. I will not miss any follow-ups, especially the ones that are very important to take. So that's what I like about HubSpot: they have views.
Read full review This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
Read full review Pros Easy-to-use platform, simple navigation, and data entry that creates a good user experience. Integrations with critical software and platforms across all arms of our business. In-depth analytics that provides clear data on staff and organizational performance (i.e., revenue and sales tracking). Logging of communication to easily refer back to previous emails/calls/etc, including call recording, which is also useful for compliance and training. Read full review Customization - we are able to make Nutshell make the most sense for our company and processes Scheduling - the ability to set tasks allows us to never forget a follow-up call or email Tags - allow us to prioritize leads and segment our customers and potential customers Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place Read full review Cons There are some limitations on report building. They need to have more options to add to the x/y axis There needs to be a more simple amount of time zones. They don't just have one per time zone currently which doesn't make a ton of sense. It seems to go out a lot. It usually doesn't take long for it to be fixed but still concerning seeing how I need it or else I can't do my job. Read full review SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance. Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison. Read full review Likelihood to Renew To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.
Read full review This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Read full review Usability I think the usability is great. I am able to train a new agent with zero experience in our process with HubSpot in a day or less. They can be proficient in using HubSpot quickly, the way I've designed it to work, in less than a week. I am able to load new leads, set calling campaigns, and start prospecting quickly. I've even had to call customer service for help, and they were super helpful.
Read full review Very easy to use, great for small office
Read full review Support Rating Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
Read full review Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Read full review Implementation Rating If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
Read full review Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Read full review Alternatives Considered Salesforce requires a lot of in-depth knowledge both to implement and to manage. I found it to be quite clunky and there was an additional overhead for any marketing functionality, that wasn't up to par. Whilst Zoho had some good features, in practice the CRM was difficult to manage, customer support was non-existent, and like
Salesforce , required 3rd party support agents in order make simple changes. comparison, HubSpot allows the user to make many changes themselves such as adding and mapping properties, and also has excellent customer service. Combined with a well-rounded offer in terms of marketing, analytics and a good CRM, HubSpot stands out as the clear winner.
Read full review Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Read full review Return on Investment HubSpot is great for tracking deals - we use the deal pipeline to understand the part of the lifecycle that each and every deal is currently in. It also provides good historical information. The contacts section is great for storing and managing engaged users for our mailing list. We utilise this feature with the free version. The customisable dashboard is a great feature that enables you to keep the most important information on the home screen at log-in Read full review Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more. Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past. Read full review ScreenShots