HubSpot CRM vs MiCloud Connect Formerly ShoreTel

• 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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• The system up-time has been 100% over 3 years.
• With separate systems and two locations we used to have to fake the system into 4 digit dialing by forwarding all remote extensions to DIDs. Now with Shortel extended to the remote location we have true 4 digit dialing.
• The Shortel desktop application makes managing calls and call routing a breeze for even our most novice users.

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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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• There are persistent problems with the app's functionality on mobile devices.
• At times, the web conferencing service may have delays. It appears to be less stable than competing approaches.
• Using a headset instead of the microphone and speakers integrated into a desktop computer slows down the softphone's performance.

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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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• At my branch alone, we are saving over $500 a month using Shoretel Sky versus the phone company we were using before them.
• Shoretel Sky has increased customer service by allowing our employees to easily transfer a call to the proper department or branch no matter where they are located instead of giving the caller a phone number to call.
• Most of our locations did not have caller ID before Shoretel Sky. That feature has increased employee efficiency because when they know who is calling before they answer allows them to professionally greet their caller and have their info up on their computer as they answer.

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