HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
$0
Per Month [Unlimited Users]
Infor CRM
Score 6.0 out of 10
N/A
Infor CRM delivers tools for individuals, teams, and companies focused on increasing sales performance and the insights to optimize sales, marketing, and service strategy and execution. Infor CRM provides sales teams with rich customer information from interactions and transactions across the business and accommodates the modern flexible workforce with multiple access methods. Robust process automation capabilities enable efficiencies and the application of best practices across sales…
I have used HubSpot CRM to help grow and scale companies which range in size from SMB businesses owned by one person up through enterprise companies doing hundreds of millions in revenue. There are not any use cases where HubSpot CRM has not been able to suit the needs for what we've needed from it.
If you have a mobile workforce, it likely wouldn't be as appropriate (keep in mind we're using the desktop client, and have very limited experience with the web app). It is well suited if your business needs lots of custom processes- find a good vendor. We utilize SimpleSoft out of Ohio, and they have been excellent. Key question: think about where your business is going to be in 5-10 years, and will this CRM solution be able to grow with us?
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.
Saleslogix functionality can be managed to a very granular level for each individual using it. Within the users profile you can restrict access to modules, remove write permission, remove export privileges, etc.
Saleslogix has one of the best sync engines I have ever seen. If you allow your outside sales reps to have their own database, they can modify customer record while off line and when they do have internet access they can sync changes in both directions. This functionality works great when you have inside and outside sales staff covering the same territory.
Saleslogix can be customized using Visual Basic Code syntax. This is a positive aspect as well as a negative. Our existing Saleslogix is so customized that if we were to upgrade to 8.0 it would cost us over $20k to redo some of the customizations. Upgrades are frequently incompatible with customizations.
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)
InforCRM has made dramatic improvements in the web client though in some cases it has been painfully slow to get the most needed things updated. An example is the slow speed of the web client. The newest update is supposed to fix this.
The web client does not autosave, so users have to remember to hit the 'save' button at each screen. This is the biggest complaint of users going from the desktop client to the web client.
I personally would like to see data panes (account, contact, etc.) with the capability to set up a different view for each team and/or security level that would access the data.
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.
Because we've already made the investment in the original on-premise version, the cost per user is relatively low. The product has grown with us and we can now choose a LAN or Web client version and host the site internally, giving us total control of our data. The iPhone and iPad versions allow the sales team quick access in the field and the voice-to-text option is quite handy. SalesLogix doesn't require that our technology stack be constantly up to date which again, keeps our cost down. They are always making enhancements to the product and we can choose to update/upgrade when those enhancements appeal to us enough to justify adding the service pack.
I give it this rating because when I first joined the team here I had never used HubSpot before. Within a week I was up to speed on the CRM and knew pretty much how to use it based on its user friendliness. The different tabs on the side and organization of the site did not make me anxious when I first started which is hard to say for most CRM platforms because their can be A LOT going on on but, HubSpot has been my favorite CRM thus far and being in marketing the last 7, going on 8 years now I have worked with PLENTY of CRM's
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.
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
I have used two other CRM systems; they were in-house at my company, so I can't search for them in the list. Previous CRM systems ran very sluggishly, lacking many features such as transactions. Very often, they did not add sent emails or added them incorrectly. Adding contacts was unintuitive and had a lot of mandatory fields that had to be filled in manually, as this system did not download data online. There was no option to search if a lead existed; there was a function that theoretically should have notified of a duplicate, but only after the entire long list was filled out.
We selected INFOR CRM over Salesforce simply because it was affordable and didn't have so many 'bells & whistles' that Salesforce has that we were not using. We didn't realize that the compatibility with upgrades were going to be such an issue.
We can raise the tickets easily from HubSpot only. There is no confusion about that.
There is difficulty raising tickets from Hubspot as once it is resolved, we will not be able to check again on the deal overview that needs to be solved.
HubSpot is very good compared to Salesforce and Zoho, as I have worked on all 3 till now.