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]
Microsoft Planner
Score 7.7 out of 10
N/A
Microsoft Planner is presented as a solution to organize teamwork with intuitive, collaborative, visual task management. With it, users can create Kanban boards using task cards with files, checklists, and labels. Users can collaborate in Planner and Microsoft Teams and check visual status charts—all in the Microsoft cloud.
As I mentioned earlier, HubSpot helps organize the sales leads we contact. It makes it more accessible from the angle that we do not duplicate our work by contacting the same client by two different people. In addition, we can track the work and add reminders to follow up.
I think Planner is a good platform for manage projects especially if I think that is integrated in MS Teams so, with a unique platform you can have the control about the project, about all the documents linked to the same project and at the same time, with the possibility to chat with other team members without change platform. I think also there are other platform (like Jira or Trello) which are better in terms of layout
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.
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)
Would be nice to see a calendar view instead of a list view
Permissions aren't configurable, anyone can delete any task at any time and there is no recycle bin
Notifications aren't great, you have to be attached as an owner to a task to see comments and be notified of changes, and even then notifications aren't shown for a lot of things
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.
It's not up to me, but if it were, I would not recommend using this. It is another work productivity app, which, while it has its benefits, can actually detract instead of enhance work productivity.
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.
It is quite basic, there is a real lack of features, for example the lack of ability to tag another user has been quite frustrating. However, because it's quite simple, it's easy for teams to adopt into their daily work. Our team was able to set up and start using it very quickly.
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
HubSpot is different as it allows us to see all deals as we wanted to compare to others as other apps don't have those features Hubspot has to view deals in different views and make it according to your pipelines the way you want to see the deals and data track the daily reports very easily and review our own performance for the day to grow more.
Many areas of the company still use Trello to organize their activities and tasks, but gradually Microsoft Planner must replace the activities. Users are often "attached" to familiar technologies, but Office 365 takes advantage of the more organized use of the tools. This year we will not renew the Trello contract.
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
It definitely have a positive impact in terms of ROI. as it is a part of Microsoft Suite so no need to put extra for its integration with teams or office
It also allows communication/chatting between team on any task and things can be clear on the spot in a timely manner