HubSpot CRM vs. Viewpoint Spectrum

Most of our clients are either government institutions or Education sector clients, such as universities, colleges, Coaching Institutes, and Competitive boards. We store their data in a single place. That means we can keep our one client's data in one place without any confusion. Our data is always clear and understandable while it is in HubSpot CRM.

Incentivized

Viewpoint Spectrum would be fine for small to medium-sized companies. It would be great for transitioning from an in-house paper-based process, especially since it's designed with small construction companies in mind. They're making it even easier for smaller companies by offering additional features that you'd normally have to find in other products. However, companies can easily outgrow this system. We have about 15 years of data in the system, over 300 active jobs, and nearly 1,500 employees. In the past 3 years we've noticed slower performance and frequent locks in the system that require intervention from a system administrator. We moved to the cloud about 2 years ago and this has made troubleshooting even more difficult as we don't have the same access that we did before to resolve performance issues.

Incentivized

• The ability to create marketing campaigns and have control over when to stop and when to send the next according to your cadence design is excellent. However the ability to see the performance and the history for each prospect is so simple and so accessible - I kicked myself for not getting it sooner.
• Having one place to create companies and contacts as well as score leads and track all contract products means we don't have to miss any renewals.
• The Deal tracker gives us the ability to track multiple pipelines as well as team and individual metrics like average sale, percentage of goal, contribution to team effort which when mixed with an activity tracker means the team stays lean and mean to crush all goals.
• The real time chat feature means prospects can navigate to our landing page for info about us, levels of product availability, pricing and begin a quick chat with members of the sales and support team.
• Intel features along with lead scoring, SEO integration, podcasts and white papers all combine to be the most comprehensive CRM you could need.

Incentivized

• Dashboards make navigating to the crucial information quick and easy.
• The layout with what we affectionately call the job info bar helps our project teams to quickly get where they need to go in the system.
• Crystal reports are easily managed and integrated with Spectrum, giving us great flexibility in custom reports.
• With a little training, and I mean a little, Spectrum is user friendly. Easy to create favorites/shortcuts for ease of use.

Incentivized

• At times, it feels like there are too many options, which can be overwhelming when trying to grasp all that it has to offer fully.
• The reporting features are lacking. It can be challenging to pull and export reports to share with users who are not on Hubspot.
• It appears to have more issues with Windows; it consistently logs out and requires re-login to the CRM and the HubSpot Outlook add-on.

Incentivized

• Subcontract Kiosk can be glitchy - allows subs to overbill on subcontract billing items
• Document Imaging can be glitchy - often says users do not have adequate security to view/add documents, but they do - if they sign out and back in, it works fine
• At times, support can be lacking - sometimes case responses are delayed or you get an incorrect answer

Incentivized

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.

Incentivized

It checks all of our boxes at the moment.

Incentivized

Once you are set up with HubSpot CRM, it becomes difficult to use any other tool, as it integrates you into the workflow and makes it a habit to log in to HubSpot to identify tasks for the day. The overall ease of use is also a brilliant factor in using HubSpot. They push you towards deal closure and revenue generation.

Incentivized

Some things in Spectrum are NOT that intuitive, but I think knowledge of the software just comes with time. There are still some things I need assistance with in Spectrum but I'm very comfortable with my day to day items now that I've been using it for years. However, if there is something I don't do often or haven't done before, I don't find the software to be that intuitive, I actually find the logic on some things to be a little weird but it's fine once I know how to do it.

Incentivized

Very little down time. They host our system.

Incentivized

For the most part the product is very reliable. Since we are hosted we sometimes have connectivity issues but I would say that is more our ISP than Spectrum.

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 support has recently changed. Last year, you could call in and get an immediate response. Now that doesn't seem possible unless you have an urgent situation with access to the software, payroll or payables. I have found that using chat or e-mail works nicely for the most part, but sometimes I feel it would be easier if someone from support would jump on our site and take a first-hand look rather than going back and forth

Incentivized

Our trainer was excellent and navigated the time zone differences expertly. She gave us test assignments to complete and was available for questions at any time.

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

It is important to have a strong implementation partner. It made the transition from our old system to the new system easier.

Incentivized

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.

Incentivized

Spectrum, when compared to Simply accounting, is better. It has more options, and it is easy to navigate. Spectrum meets our needs better. Spectrum, when compared to Sage 300 Construction and Real Estate, is better. Spectrum has better connectivity between its project management system compared to Sage 300 Construction and Real Estate. Spectrum, when compared to CMIC, I believe they are equal. CMiC has a better project management system, but Spectrum has an easier accounting system to navigate.

Incentivized

You can grant user specific access which is nice. Project managers do not need all the same modules as Accounting. But Accounting does need access to PM modules as well

• Gave a ton of visibility into user and sales funnel.
• Able to get back to new signups or inbound leads much faster, sometimes within minutes. We have a Slack integration that's super helpful.
• Saved hours each week that were earlier spent digging through emails or spreadsheets for context; meetings are a lot shorter because it is super easy to go through the created reports.

Incentivized

• Viewpoint Spectrum has allowed us the opportunity to be proactive in analyzing the costs for a project in time to make a difference in the outcome of the project. It has allowed us defense in supporting our communications with the project owners.
• Viewpoint Spectrum has allowed us to become more productive with its accounting software and the cohesion between the modules. It has definitely streamlined the processing necessary to account for the business.

Incentivized