Asana vs HubSpot CRM

• Cross-team communication is always a challenge, but Asana helps make information transparent and accessible to all members of the team.
• It's easy to share with individuals outside of the organization and still control the flow of information.
• Being able to link in other design resources like InVision prototypes is a huge time saver.
• Integrating with Slack makes much of our necessary communication automatic.

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• Hubspot updates the product quickly and regularly, meaning that savvy users can often expect expanded functionality within a relatively short timeframe.
• General ease of data sync and importing means records can be quickly and easily updated (and deduplicated against existing records) once you have the tips and tricks of formatting down.
• Features like integration with Gmail mean that you can track and capture all conversations with target prospects, informing your activities going forward.
• Dedicated support and implementation are vital when you’re a lean team implementing a product, and Hubspot offers these services.
• Building target lists by location, vertical, and even contact role is easy and fast.
• Mass imports and exports take no time at all, meaning you can update swaths of your contact lists to incorporate new data points or changes.
• HubSpot's built-in Insights provide excellent company-level information, anchored to email domain, providing all sorts of vertical and industry information about target companies.

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• Asana does a lot, so it can sometimes be hard to find the right place to be to find the tools you need.
• Organization is only as good as you make it and just because a system makes sense to the person that creates it does not mean it will make sense to anyone else.
• It can be challenging to find the information you need via search.

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• The ON or OFF nature of tracking email means that you’re not only capturing conversations with prospects, but with anyone you interact with. This can add redundant or undesirable data to your CRM. It would be nice to be more selective with tracking, or have the ability to customize tracking specific types of interactions.
• Setup and Implementation calls were not extensively planned or organized, meaning we spent much of our time with the specialist going over previously discussed user requirements and troubleshooting, rather than implementing our desired state.
• Features and functionalities like data point anchoring for reporting (which were promised during the sales process), were either incomplete or did not function as expected. Once we entered a formal engagement, it was communicated to us that we could not build some of our desired reports as envisioned and that email tracking would only be possible by manually clicking a checkbox in all outgoing messages. This led to further troubleshooting and requirements gathering, taking away from our bank of allotted hours with our implementation specialist.
• Our client success manager was very helpful and friendly, however, no clear communication channels were established outside the CSM. This meant that we couldn’t always be sure where to properly route requests for setup, feature clarification, etc., as some of those responsibilities were not the CSMs.
• Once our requirements became more clear to the Services team, we were informed that we would need to invest in the more expensive version of Hubspot CRM for Premium features and customization, some of which would not be available until an upcoming release.
• We ended up having to manage most of the data migration ourselves, relying on an intern and internal project management to manually de-duplicate contact and company details from Pipedrive.
• Reporting and dashboard-building on outreach activities was cumbersome, and not intuitive, relying on an axis-system of data points that even our Implementation Specialist struggled with at times.

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• The best tool I have used for project management
• ROI hit in few months, Productivity alot increased

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• Increased prospecting power is a definite plus. The tools it puts in your reps hands will help them propspect more efficiently and powerfully, e.g. Sidekick and HubSpot company database.
• Better deal tracking and reporting.
• More effective followups using the rich background information available on the timeline.
• Better communication internally to make our sales, marketing, and underwriting teams more effective and work better together.

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