Epicor Eagle vs. HubSpot CRM

My area covers our general ledger accounting. Let me tell you how much I appreciate that Eagle will fully track the entire journal entry of a sales transaction! Our previous ERP provider did not track the Cost of Goods Sold and Sales Tax portion of a sales. It was really labor-intensive to fill the missing gaps. Switching to Eagle N Series has saved the company up to 40% in various labor costs because the reporting is accurate and detailed.

Incentivized

I am giving it a 9 rating out of 10 because it has saved my job and helped my team to cracks very big deals. Last year, we were supposed to give a presentation to a client as we were about to sign him for a project. The client asked for our numbers in a real meeting, but we hadn't prepared them for our presentation. I logged in to HubSpot CRM and created a small report that included the relevant numbers. This turned out to be a very good decision for our company, as we subsequently signed that client.

Incentivized

• Mobile applications like Mobile Manager, Mobile Lookup, and Pricing Planner put resources in the palm of your hand to use in the store, at trade shows, or at your competition.
• Eagle N has powerful promotional tools with Dynamic Promotions to keep your Marketing fresh and current.
• By combining Compass Analytics with Eagle N you can create almost any query, simple of difficult. This powerful tool lets you simplify difficult research, you can easily find a customer's receipt from ten years ago.
• Functions like ITR (Inventory Tracking Record) ICL (Inventory Change Log) let you quickly determine the electronic history of a sku. It allows you to see what, why, how and who changed a record.

Incentivized

• Timeline view and conversation log is extremely helpful and an underrated feature; this is in addition to the entire user profile view.
• Task management is simple but effective.
• Deal and company tracking with stakeholder management inside companies / deals is very handy; we know what is happening even though we might not be directly working on it.
• Gmail integration is quite smooth along with email tracking.

Incentivized

• Adding the same SKU in 2 different lines does not work in Eagle N Series.
• In the IMU function, I would like to have the SKU field drill down to show the last 5 SKUs I was working on.
• I would like to see the check printing feature simplified.
• I would like to have more choices of fields that could print on our invoices.
• In POS, it would be nice to have an easy viewer available to see what A/R customers owe.

Incentivized

• More of an integration issue I think than a problem with HubSpot CRM, but we have AirCall integrated for direct phone lines and synching with individual users for outbound calls. Opening Aircall to make an outbound call automatically generates a new client - unattached to a company record as an orphan.
• Historical records with activities is awesome but when creating a deal it isn't always a choice to capture last 30 days of history. When it is an option and you click to add that to a deal you can see all the activity items and people who have done anything with the "file".
• I would like to see more native options for automation.

Incentivized

Eagle N series is a great tool. It really compliments the Eagle 4 Windows. The additional features are really nice to have. You can never have too much information. It helps me make better, wiser decisions. Eagle N allows compass functions without having to leave what function I'm in and see the additional information. GREAT TOOL!

Incentivized

Thus far, our company has found HubSpot CRM to be a reliable service that serves its purpose well: a centralized business contacts database, accessible remotely, with a simple and visually-pleasing interface. Issues are non-existent or resolved quickly, and when the service is experiencing interruptions, notifications and/or updates are sent regularly.

Incentivized

There is a lot of information provided in Epicor. From Simple viewers to detailed information for the owner of the company, there is a lot of information. Also, let me mention, the Audit information. From a simple sku change to deletions, everything is recorded in an audit trail. It really helps to stop a thief or simply help you see what you did so you can undo it. Epicor also has a great security system. Their security bits allow you to decide who can perform what function. There are a lot of options to the funtions. This allows you to customize functions to your operation. We are not all alike!

Incentivized

I am giving it this rating because it has helped us keep track of leads, it saved us a lot of time by automating tasks, and it makes it easy for different teams to work together. It is user-friendly and has improved our approach to communicating with customers and closing deals.

Incentivized

When I call in for support, they connect to my problem, view my computer with me and walk me through a solution and fixing the problem. They educate you and explain in simple terms what they are doing, how and why they fix it. This way, you understand and feel more confident moving forward and I am more efficient using the functions next time. They really are very patient.

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

The process, from my point of view, was handled very well. It was a smooth transaction with lots of support both on site and by phone. All questions were answered and everything was explained each step of the way. A lot of information and support were provided including decisions on options and securities.

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

We were already Eagle customers when a guru from our parent company recommended we switch some of the computers on the system over to N Series. Now that I primarily use N Series, it is especially when I find myself on a computer that does not have it, that I realize how much more intuitive N Series seems to be set up.

Incentivized

We've been using Hubspot for years and don't foresee making any changes away from it. It has been fully integrated into how our business operates. We ultimately selected HubSpot CRM because it had all the features and functions that our marketing, sales, and operations teams wanted. And it offered those features and functions at the right price point for our organization.

Incentivized

• Epicor does provide almost a real time reporting dashboard so we have insight into our sales data and numbers necessary to make price changes if needed that have affected our bottom line and GM.
• Our insight into certain products and the cost drivers continues to improve with the GM detail capabilities in business advisor.

Incentivized

• We were able to track good quality leads and push them to closure.
• The leads were contacted within 24 hours so lead drops were minimum.
• The sales and marketing team were accountable for generating leads and driving revenue becasue of AI-generated Targets.

Incentivized