Creatio vs HubSpot CRM

• Creatio's client success team is super. The team is collaborative, solution-oriented, and client-driven. We have weekly meetings with the team. They show up prepared with solutions/ideas to business requests and they are clearly engaged.
• Creatio's infrastructure team has been critical to our ability to execute our cloud strategy. They have worked with us to set up our testing and production environments within Azure, assisted in testing, and are responsive and flexible to our unique requirements.
• Creatio has been very flexible to requests for customization. We have taken their low-code out-of-the-box solution and "Ringlerized" it. The benefit for us is an application that meets our niche business needs.

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• Sequences- setting up email/call campaign sequences for automated emails.
• Automated emails shut off once the customer has responded so you can make a manual reply.
• Very user friendly for your sales or account manager staff.
• The ability to make templates for email and email tracking allows you to see how many times you have touched the client.
• Setting up meetings and including a Zoom link is very simple and it tracks it in the activity thread.
• Setting up tasks for daily operations allows you to never miss contacting or reengaging with a customer.
• The ability to create new companies and HubSpot pulls in their financial information.
• The analytics section allows you to be able to see your daily progress.
• The dashboard helps you manage your pipeline for sales and productivity.
• The ability to see email templates made across your department is very helpful.
• User friendly!!!

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• Documentation could sometimes be more intuitive
• Lots of third-party applications, so frustrating when only the connector you need is missing
• The possibilities are very large, so it is difficult to properly channel resources and needs within the company regarding this platform

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• There is a lot of upsells within HubSpot. So while the custom sales reporting is great - I believe you have to pay more for it on most plans.
• The ability to enroll contacts in a sales drip campaign is on a 1-to-1 basis which can be cumbersome if you have an influx of leads.
• Depending on list size, email sends can be slow as it sends in batches.

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• Communication between sales representatives, vendors, and customers helps improve sales.
• Automating the sales process has allowed us to land more deals via opportunity management tools.
• No coding or manual sales processes are involved, hence we make zero errors when enhancing sales procedures.

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• If you're a larger company with a lot of contacts, the platform will feel expensive. But when looking at it compared to money saved in direct mail and other offline outreach tactics (with less trackability and possibly less effectiveness), the value is more than there.
• The integrations and automations are allowing for smarter work, more appropriate, and targeted communications.
• The recent shift in pricing structure (to the marketing contacts model) allows for more flexibility in cost if not every contact is a sales or marketing opportunity.
• For true B2B inbound marketing, the platform does its job, just be mindful of the requirement internally to support it with high quality, lead-generating content. Otherwise you'll still be treading water.

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