HubSpot CRM vs. Wunderite

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

Any commercial insurance agency that struggles with having their insureds manage schedules that are needed to make sure things are properly insured. So if you have fleets of vehicles and drivers, lots of inland marine equipment, multiple locations, Wunderite would be a great way to help your agency manage this for your insureds.

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

• Schedule of vehicles, drivers, equipment
• Applications for renewals
• Property schedule with location data specific to each location.

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

• Cross matching forms from the data that is stored. Be nice if the information populated into the supplemental forms
• Submission function - allowing for us to submit the forms & applications directly to the carriers from Wunderite
• API integration with more CMS's

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

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

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

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

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

Wunderite provides a cleaner user interface for our agency and our insureds. The ability to manage schedules with our insureds is a clear winner. We were looking for something we could use with our clients to manage their assets. Broker Buddha was better at cross-form mapping, so their forms process is much better

Incentivized

• 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

• Positive - ability to keep calibrate with our clients on their schedules. Helping us make sure we have the correct information insured.
• Positive - Ability to see renewal applications from one year to the next and not have to recreate the applications from scratch. Saving time and effort.

Incentivized