Acumatica vs. HubSpot CRM

I'm so new to it. I mean it has a lot of capabilities. So I'm used to working with Infor products, so I'm used to large ERP systems and I haven't seen anything that makes me question Acumatica. It seems like I can customize anything and have the system to do what I need. So I mean that's one advantage point why we selected Acumatica is because it can be tailored to our business and to what we need and the way we want to do it

Incentivized

As I mentioned earlier, HubSpot helps organize the sales leads we contact. It makes it more accessible from the angle that we do not duplicate our work by contacting the same client by two different people. In addition, we can track the work and add reminders to follow up.

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• Streamlines our processes and simplifies our systems. Previously, we had to manage two software systems to handle an order and get it out the door with proper shipping documentation. Now, we were able to deploy the shipping document creation inline with the sales order process and streamline our process. This allows us to save about $3K a year just on time savings alone (in creating shipping documentation). This was a nice win for us for this project.
• Financial Reporting is simplified and flexible for our needs. We are estimating a time savings of around $14.5K per year in time spent creating reports through manual manipulation. The reporting capabilities are much more flexible and allow for greater visibility than our previous ERP.

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• Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens.
• Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting.
• Automation for follow-up : With its feature called "sequences", follow-up emails made easy.

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• Manufacturing suite. You have all the time. So for the Manufacturing edition, you're able to have negative issues that are unlimited and are not balanced into a job that needs to be improved. The mobile app itself for warehouse picking and management sets the default item to one. This is not how most warehouses that I've ever worked at operate. Bomb hierarchy and respectful of child elements. These are nitty gritty elements, but these are kind of down-and-dirty items that need to improve. But overall it's pretty good.

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• A lot of my companies have one URL for a ton of branches and each branch has their own name and location so I have to manually enter all the information because they all have the same URL so I can't easily use an Excel file to import those contacts so a faster solution to this would be appreciated
• Making Corporate and branch associations is very tedious, it would be nice if the companies that all share the same url would automatically associate with the corporate company so I didn't have to manually do it
• I would like to not see all the extra feature tabs in my layout because I am not using them so it would be nice to be able to turn them off (even the ones that are in my plan that I don't use, it would be nice to turn them off)

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We aren’t going to switch at this point! It’s a great system and we are looking forward to realizing the full potential of the system once we can find a VAR who has a bench that can support us.

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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.

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Most "things" are intuitive which makes the software nice. A few other "things" make no sense and come from a programmers mind, not a users experience.

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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.

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there have been some performance issues

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We used Acumatica Support directly for the first year or so. Overall it's pretty good, but sometimes the support staff wasn't educated on the customizations we had, nor was I as the Customer as I couldn't remember which things were customized and which things were out of the box, so when there was an error, there were some misunderstandings.

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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.

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I'd say the partner selection is critically important. I think the software is very easy to implement. It's very customizable to your business. Finding a partner that will work with you to understand your business and your needs is the critical piece to make sure that the system goes along with it.

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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

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Well, we decided to go with Acumatica and I believe it was a really good decision. The VAR was a big part of that as well because of their insights and knowledge, but I just felt Acumatica was the right fit for us in size and it had the capabilities we needed, but it also wasn't overkill.

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HubSpot is different as it allows us to see all deals as we wanted to compare to others as other apps don't have those features Hubspot has to view deals in different views and make it according to your pipelines the way you want to see the deals and data track the daily reports very easily and review our own performance for the day to grow more.

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• Definitely positive because we're able to give data to the end users much quicker. Were they able to make more accurate and timely financial decisions and kind of know where they're at, and how much money do I have left to spend for the month? Things like that. And our CFO is able to utilize the data more quickly.

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• 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

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