HubSpot Sales Hub is designed to eliminate friction by bringing tools and data together on one platform. The solution boasts email tracking and templates, and call tracking & recording.
$20
per month per seat
PitchBook
Score 8.5 out of 10
Small Businesses (1-50 employees)
PitchBook is a resource for data, research, and insights spanning the global capital markets. Founded in 2007 and acquired by Morningstar in 2016, PitchBook's data on the private and public markets helps business professionals discover and execute opportunities.
HubSpot Sales HUB is well suited for teams who want to run a sales team, grow their business, and continue to do so efficiently. The amazing elements of HubSpot Sales HUB is how the UI facilitates the work to begin with. Beyond the features and capabilities, the UI helps make what you and your team want to accomplish easy. The sales teams who have 2-5 people, teams of 20-50, or 500+, the HubSpot Sales HUB will adapt to how you and your organization are structured.
Sourcing of companies. Augmenting information about existing companies. MArket research, example AI for cyber security. Using the data for internal data purposes. Researching a particular market segment (example insuretech). You have had pieces on LP environment in the past that I have found to be very interesting as well. THank you
The task feature of HubSpot has been super helpful for me to organize what activities I am focusing on throughout the day. Instead of having a generalized list of the activities that need to take place today, I can organize that list by calls, emails, to-do's, linked-in, etc. That way I can take an hour of my time and focus on only doing phone calls, only doing emails, etc. It has helped me increase my productivity by making 20 phone calls a day to 100 phone calls throughout the day.
Hubspot Sequences are also super helpful in order to plug and play contacts that need similar solutions. The automatic email feature allows me to not have to spend time sending a simple email template. Instead, it automatically sends that email out at the time that THEY would most likely respond.
This gives me more time to focus on the tasks that I can't automate, allowing me to be way more productive. I can also customize my sequences to automate when I am reaching out, and what activity I am doing.
Sequences give me the ability to create a highly customized approach, with the scalability of a plug and play format.
PitchBook provides a very comprehensive database of not just companies and investors but also M&A activity, financials, funds and LPs.
Pitchbook is multi-dimensional it how it can be used. For example, it can help to accomplish various business objectives, including deal sourcing, due diligence, private market intelligence and fundraising.
PitchBook has an easy-to-navigate user interface. It enables the user to quickly find the data and information that he or she needs.
I find the interface to be a bit unorganized and sometimes the information added about projects looks clogged which sometimes makes it difficult to access specific information.
Sometimes we have to deal with different currencies because we have clients all over the world but the exchange rate tool is not always accurate, causing us to slow down our work.
Better use of Generative AI (At this point, I should be able to type in a natural language search and PitchBook should give me that answer without having to go through the old school search of checking boxes and setting parameters)
If possible, include preliminary data on un-funded startups, perhaps by scraping various non-financial filing records.
Ease of use, ease of customizability, and ease of 3rd-party integration, especially to LinkedIn Navigator, all play a vital role in our increasing reliance of HubSpot Sales for our growing sales team. Also taking into account the great training and support for HubSpot Sales available from HubSpot, including HubSpot Academy.
Since we launched HubSpot Sales Hub into our organisation's tech stack, we've experienced a smooth transition and implementation process for those using this solution. The ease of use and the interface experience is amazing and that was a main priority for us in the purchasing phase. So far, we've been nothing but very happy with the support, implementation, and ongoing development of our sales team adapting to the solution. Highly recommend it for usability and functionality!
I personally love the organization structure of PitchBook. I think others like the UI of Crunchbase but I am not a fan of CB. It is too flashy. PitchBook gives you eveyrhign you need and makes it black and white. No need to flash up the data.
Oh my goodness HubSpot Support is just amazing. I submitted a question/issue to them yesterday and by this morning I had this response:
"Hi Stephanie, I hope this finds you well and thanks so much for your patience while I was working to update the extension with my team. We were actually able to push through an update yesterday afternoon which set the default lifecycle stage to lead in the sidebar. If you take a look now, that should be in place. If it has not updated yet, I would recommend uninstalling and re-installing the sales extension so an updated version and be pushed through. Again, I want to say that I sincerely appreciate that you took the time to reach out to us and help us iron this out. HubSpot really values constructive feedback with real use-case backing to help push it along. So, thank you!"
The overall support for PitchBook is about average. It is not excellent for two primary reasons. First, PitchBook can run slow from time to time, and I cannot copy and paste from the Chrome extension. I have found neither of those issues to be a function of the computer I am using. However, the PitchBook support team has proved helpful on several occasions.
It was not only SUPER easy to implement, we had some amazing support from HubSpot. They scheduled a call to go over each individual tool with our team and provided guidance and best practices plus answered any questions are new users had. It was wonderful and really helped them get started confidently
To be honest, there are great features in all of these competitors but they aren't quite as user-friendly or robust compared to Hubspot. Hubspot's Sales hub was able to add more features to it's platform while remaining very user-friendly and easy to use. I found myself getting lost navigating platforms like Zendesk or Salesforce, there is also a much nicer onboarding experience with Hubspot.
Certain regards, such as comprehensiveness and ability to store and export searches and data related to searches PitchBook performs better than the above and remains our go to tool. However we also use DealRoom to supplement some of that data to ensure comprehensiveness and accuracy. Crunchbase appears less sophisticated and hence less relevant for us
Prior to Hubspot, this was maybe 24 hours as an average. Now it is MINUTES. We immediately get back to clients and if we aren't able to then we will connect using email automation and sequences without lifting a finger. It's great!
Company Growth in difficult times:
Despite COVID causing issues on Residential Construction in Washington, we have continued to grow as a business, and part of that is thanks to our amazing Sales team, and part of that credit goings to Hubspot directly. If we didn't have Hubspot we would have shrunk or stayed the same as a company. Hubspot made sure we grew.
ROI [return on investment]
It's a hard thing to measure but our company has increased its revenue by more than 20% compared to last year. And that is saying a lot for our industry especially with COVID's impact on Residential Construction. I
can't measure it precisely but I know beyond any shadow of a doubt that HUBSPOT helped make this possible because our Sales and Marketing Teams are sharper and more capable than they have ever been thanks to this wonderful CRM.
I'll pull ~25 company descriptions on occassion instead of writing them myself. Each time I grab one of those I'm saving myself 2-3 minutes. Easily save an hour+ on this simple / repetitive task related to a daily / weekly work product.
If I want to understand other companies in the industry, PB's search function will save me from skimming the internet for hours. This can result in 4-7 hours of time savings across a more macro or industry-wide project.
Quickly finding who invested in an asset can save sometimes 30-45 minutes of searching the internet. While I wish it provided more details on the specific fund that invested (i.e., Fund IV), it provides sufficient direction for me to begin searching internal databases.
