Item: HubSpot CRM
Rating: 8
Author: Rhiannon Buckwalter

Use Cases and Deployment Scope

I use HubSpot CRM on a daily basis to track all loans approved and declined, as well as track cross-sell, MRC, GAP sales, and referrals. This gives us somewhere to contact members and keep track of conversations. We are able to look back and see what we have done for them in the past.

Pros and Cons

Tracking
Goals
Communication platform

Being able to put dollar amounts in on cross sells and MRC/ GAP
Integrating more into our own system
Nnot be repetitive

Return on Investment

I do not deal with that aspect of it

Usability

It is really easy to use if you can multi-task. It is a nice side-by-side comparison for the spreadsheet that I also keep on a monthly basis. It is nice to be able to track everything accordingly.

Team Alignment Benefits

I do not have access to this part of the program.

Alternatives Considered

I have never evaluated before now.

Key Insights

Do you think HubSpot CRM delivers good value for the price?

Not sure

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Other Software Used

Fiserv Loancierge

Likelihood to Recommend

It is good to be able to go back and look at conversations between myself and a member instead of combing through a whole bunch of emails. It is quicker in that sense since we can search for the name of the member and they will pop up.

HubSpot CRM Review

Overall Satisfaction with HubSpot CRM