HubSpot CRM vs. OneNote

I think HubSpot CRM is really worth it for small to large organizations who have at least 5 sales people. You really get more use out of the program the larger your sales team is. HubSpot CRM is such a robust program it does take time to learn and you need to be prepared to scale with it for years. You will be better at utilizing it after year 2 than year 1 for sure.

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In my opinion OneNote is a must for anyone who does business. It’s versatile, stable and sustainable. It can keep private information private - like passwords. It can be used for collaborative work - like standard operating procedures. It is fairly easy to use and far superior to pen and paper. When used for meeting notes, it can be flagged with icons that are searchable - like ideas or important items. You can even create Outlook tasks on the fly

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• With a unified workflow, we can effortlessly update contact records, generate sales deals, and dispatch personalized marketing emails.
• With Breeze AI, I can easily automate tasks by giving it the proper prompt. It doesn’t generate random text. It helps in managing tasks.

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• Because of its flexibility and ability to hold different types of content (text, images, tables), it is a great tool for collecting content from different resources and organizing it in one place.
• Technical support analysts are using sections for their support case analysis; they paste pieces of logs, screen-shots, document their steps in troubleshooting etc., all in one section, to get the full picture yet stay organized.
• The logic of content structure; Notebook>Section>Page>Paragraph, allows you to manage and collect all needed information by the areas of the user's responsibility. For example; each of my projects has its own section, in which each page is a task.

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• The mobile app could be better. It is fine for quick updates or checking something on the go, but it feels limited compared to the desktop version.
• In my time of using Hubspot, the dashboard UI has changed twice I think, and it certainly isn't helpful when you're trying to get used a new view entirely.
• I have observed HubSpot CRM sometimes has issues with large lists, and shows incorrect number on the list page versus the detail page.
• Search can be improved, because sometimes it misbehaves or doesn't show what is expected.

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• The table editing tools are too simplistic and lack the features found in other Office products.
• Some content loses its rich text formatting when being pasted into OneNote. A workaround is to paste the content first into Outlook or Word and then copy/pasting that into OneNote.
• Microsoft is moving away from a local install of OneNote, which means notebooks have to be in the cloud in Office 2019. This will actually reduce the usefulness of OneNote in some environments and opens the door to competitor products.
• Update: Microsoft has now announced that it will continue to support OneNote 2016 through 2023. https://techcommunity.microsoft.com/t5/Office-365-Blog/Your-OneNote/ba-p/954922

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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.

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As this is not a compulsory tool in our organization, I would say all depends on the decision makers, however since this is a part of MS Office, I am sure we will have it for as long as we will possibly need it. However, I would not be so sure, if it was a separate product

There is a steep learning curve with HubSpot compared to more rigid Client/Case Management APIs. The platform's openness can be overwhelming to navigate and to teach to those who are technologically challenged. Once you learn the navigation and the tools needed to complete tasks, it becomes easier. There was a lot of clutter on the navigation menu. If your subscription doesn't give you access to a tool, you should be able to deactivate it or remove it from the navigation, which could reduce the platform's overwhelming nature.

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I find OneNote incredibly usable. I'm fairly middle of the road when it comes to tech savvy-ness. The platform was very easy to learn and explore. I like that OneNote is no clunky and offers a clean interface. This is important when it comes to deciding if a tool is usable for multiple people.

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Overall, I rate OneNote's performance highly. In general, notebooks, sections and pages load quickly. OneNote integrates with other apps and info ca easily be shared/copied to and from the tool to other tools. Moreover, Notebooks tend to sync quickly meaning shared notebooks are up to date almost immediately provided there are no syncing issues.

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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.

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Since it is part of Microsoft Office and used across the globe there are a lot of support options available. It's quickest to just do a google search which will have plenty of articles to help you since there are so many OneNote users but as an Office customer you also have access to Microsoft support and I have had good experiences with their support (probably because I'm with a large company who is a large customer to them).

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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

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Our team and senior managers deemed these products worth reviewing and requested that every team assess them, enabling our company to make an informed decision about the software to purchase. Everybody checked, and a survey was conducted among all those employees. We received the most votes for HubSpot CRM, as most employees preferred it.

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I tried using Evernote and it is an equally usable tool, however, I prefer the interface and capabilities of OneNote. OneNote seems much easier to use and understand. I think that may primarily be because OneNote is a Microsoft application and I am very used to using Microsoft applications such as Word, Excel, etc. I also use OneNote to keep my grocery list. It does as good of a job as the grocery list applications out there, only I like the flexibility I have with OneNote and how I specifically do my shopping.

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• When the decision came to explore a platform that would migrate our data and leave the transition as seamless as I would like to see more native options for automation possible, a number of products were suggested. Once we saw HubSpot CRM we knew it was for us. My division were the trial usage group...which has led to enterprise adoption and we couldn't be happier.
• I wish I could say that the support team has been awesome... but we haven't needed to utilize them, which is a testimony in its own right. The couple of minor issues we had were largely user education issues and were quickly handled.
• The commitment the entire HubSpot team has for, not just their clients, but anyone in business that is open to learn resonates with everything they do. I subscribed to their blog and the free resources they deliver is truly amazing and they deserve kudos.

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• OneNote has become our organizational standard method of taking electronic notes (though some still prefer pen and paper.) It has been a zero cost outlay due to its freely available nature.
• Its integration with other Microsoft Office products makes it easy to share notes and content between products, allowing for easy collaboration where needed.
• OneNote's integration with OneDrive ensures that individual's notes are always safe and secure, taking away the tedious responsibility of backup from the user, and makes it happen seamlessly in the background.

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