Beams CRM Software vs. HubSpot CRM

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.

Incentivized

• 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.

Incentivized

• 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.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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

Incentivized

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.

Incentivized

• 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

Incentivized