TrustRadius
https://media.trustradius.com/product-logos/9a/F2/KUNOUIKXKOJ0.PNGHubSpotHubSpot CRM For Agencies2017-05-18T21:24:07.931ZI selected and drove the implementation and adoption of Hubspot CRM in our digital agency, across the sales and marketing organization, which include the agency C-Levels. As an organization focused on targeting and prospecting into executives within Internet Retailer Top 500 companies, Hubspot was positioned as a tool to enable a more robust method of managing our intake and acquisition pipeline, helping us to incorporate up-to-date reporting and dashboarding to visually illustrate our penetration into the IR500. Other business needs included a seamless migration and deduplication of data from Pipedrive (our legacy tool), and the ability to track and record communications with executives at target organizations.,Hubspot updates the product quickly and regularly, meaning that savvy users can often expect expanded functionality within a relatively short timeframe.
General ease of data sync and importing means records can be quickly and easily updated (and deduplicated against existing records) once you have the tips and tricks of formatting down.
Features like integration with Gmail mean that you can track and capture all conversations with target prospects, informing your activities going forward.
Dedicated support and implementation are vital when you’re a lean team implementing a product, and Hubspot offers these services.
Building target lists by location, vertical, and even contact role is easy and fast.
Mass imports and exports take no time at all, meaning you can update swaths of your contact lists to incorporate new data points or changes.
HubSpot's built-in Insights provide excellent company-level information, anchored to email domain, providing all sorts of vertical and industry information about target companies.,The ON or OFF nature of tracking email means that you’re not only capturing conversations with prospects, but with anyone you interact with. This can add redundant or undesirable data to your CRM. It would be nice to be more selective with tracking, or have the ability to customize tracking specific types of interactions.
Setup and Implementation calls were not extensively planned or organized, meaning we spent much of our time with the specialist going over previously discussed user requirements and troubleshooting, rather than implementing our desired state.
Features and functionalities like data point anchoring for reporting (which were promised during the sales process), were either incomplete or did not function as expected. Once we entered a formal engagement, it was communicated to us that we could not build some of our desired reports as envisioned and that email tracking would only be possible by manually clicking a checkbox in all outgoing messages. This led to further troubleshooting and requirements gathering, taking away from our bank of allotted hours with our implementation specialist.
Our client success manager was very helpful and friendly, however, no clear communication channels were established outside the CSM. This meant that we couldn’t always be sure where to properly route requests for setup, feature clarification, etc., as some of those responsibilities were not the CSMs.
Once our requirements became more clear to the Services team, we were informed that we would need to invest in the more expensive version of Hubspot CRM for Premium features and customization, some of which would not be available until an upcoming release.
We ended up having to manage most of the data migration ourselves, relying on an intern and internal project management to manually de-duplicate contact and company details from Pipedrive.
Reporting and dashboard-building on outreach activities was cumbersome, and not intuitive, relying on an axis-system of data points that even our Implementation Specialist struggled with at times.,8,Hubspot implementation definitely evolved into a much bigger project than initially scoped during the sales cycle. This was not an ideal scenario, but the tool did eventually help us to streamline and sync our acquisition activities once setup was complete. A very positive note is that despite the difficulties noted, Hubspot was very responsive to our requests, using them to inform new version releases and eventually add features such as automated email capture which were very important to our executive team. For the size and nature of our agency, Hubspot eventually delivered on our requirements to an acceptable level, with some caveats.,SugarCRM and Pipedrive,acRyan Roch, CSMA great CRM - Awesome introduction to the HubSpot ecosystem for companies2019-01-16T22:49:50.039ZWe use HubSpot's CRM for most of our task management, leads, and marketing tracking in our marketing workflow. HubSpot lets us track our blog and website marketing, create templates/follow-ups for sales, and track all of our leads by stage. It also helps to integrate many of the other HubSpot tools like email support easily into our sales/marketing workflow.,Super-intuitive - HubSpot's UI is very well-constructed, and was very easy for our team to get used to.
Cheap - Many of the basic CRM features are in the free or $50/month plans.
Easy logging and other integrations - HubSpot provides comprehensive tools to track notes, phone calls, attach documents, gain leads, etc... allowing for an all-inclusive sales interface.,Can get quite expensive - If you are looking more advanced tools, like SEO, strategy, and social media tools, they are included in some of the more expensive plans, which are only billed annually.
Doesn't integrate into other email tools - If you use a third-party email client there is no ability to track those emails through HubSpot's CRM currently.
Sometimes slow - The UI can sometimes slow a bit down but this is quite a small con.,8,Positive - Super-affordable CRM tool that definitely increased the number of leads we process, and helped us introduce specific tracking.
Negative - More advanced features come with an expensive price and commitment of annual plans.
Positive - Comprehensive sales and marketing tracking allowed us to improve our sales across the board.,Streak,Google Cloud AI, Google Voice, Google DriveFedor ParetskyWe're all spoiled to have a free CRM like Hubspot2019-01-09T23:12:18.201ZWe use Hubspot CRM across our company for managing the entire spectrum of our contacts (leads, clients, and our certified coaches). Presently, we sync Hubspot CRM with another marketing automation tool to deploy email nurture campaigns and the email components of our programs for clients, but we will probably bring that all under one roof with Hubspot before too long.
Hubspot CRM does a great job of balancing flexibility (we can structure it how we want and create unlimited custom properties to support that setup) with ease of use (it doesn't take one or more dedicated and trained staff to build our setup and maintain it for us). Since we're a small and growing company, we've been able to easily adapt Hubspot CRM to our needs as our company has changed from a strategic and personnel standpoint.
Hubspot CRM is also the most integration-friendly tool our stack. Since it's so popular, most marketing and product software platforms integrate with it one way or another. It's made it very easy for us to plug in our other tools and build some fun automation, both client-facing and backstage.,Hubspot CRM is fantastically easy to navigate and use. Having used three other big-name CRM systems, I would say Hubspot has been by far the easiest to set up and use on a regular basis. The list and contact profile views are beautifully designed and intuitive to manipulate as needed.
Hubspot CRM's Lists functionality is so convenient for segmenting your master contact list in all sorts of ways. I use it anytime I need to find out how many or who from our list fits a narrow set of criteria. Even in past jobs where we had other database tools that we could use, Hubspot was the fastest and easiest to get that information.
Hubspot makes it easy to import your contact lists from other tools and sources. The migration tool is intuitive and works reliably. I was able to onboard a list of about 500 contacts in less than 10 minutes, including the time it took to diagnose compatibility errors on the first import.,Integrations are typically a strength of the Hubspot platform, but they still have a long way to go in the e-commerce category. Unless you're using one of the most popular e-commerce platforms like Shopify, BigCommerce, or Magento, you're going to have a lot of custom dev work on your hands. Would love to see more integrations in this area in order to add e-commerce sales revenue data to other offline purchases that get logged by sales reps.,9,Hubspot CRM has solved a lot of headaches with lead management for us. Before I arrived, everyone was managing their own contact lists separately and we had no coordination (bear in mind that we are a small company of 5 at the moment). Getting everything centralized with Hubspot CRM has saved me countless hours and made it possible to lay a foundation of basic automation that is ready to grow with us as a company.
We've had a substantial decrease in order processing errors since deploying Hubspot CRM with our fulfillment personnel.
Hubspot CRM saves me approximately 30 minutes each day over our previous set up because I can more easily filter and segment our list to get lead and customer information I need.,Base CRM and ActiveCampaignJosh SummerhaysA guided marketing and sales solution2019-03-02T20:21:10.455ZHubSpot ties sales and marketing together to make all of our flows run easily. It is great for managing our workflows. It has been great not only for marketing but for sales to be able to schedule meetings and track where we are at in the sales process with each client.,Easy to use workflows
Easy to read dashboards and reports for pipline
Great for scheduling meetings and creating phone ques for sales team,ROI for smaller clients
If using light version some creative workarounds need to be put in place
Can seem more expensive than other alternatives,9,Increased efficiency of sales reps by 2 times
Increased top of funnel leads through tracking
Easy to use interface for training new users,Tanner HoltBest CRM for getting started with your business!2019-02-04T19:49:32.446ZHubSpot is being used for sales prospecting and managing our sales pipeline. It allows us to keep track of the customers we've already reached out to so we know what interactions we've had with them as well as visualize how full our pipeline is and who we need to follow up with.,Easy to learn/use
It's free!
Has everything you'd expect from a free CRM and is the best free CRM for getting started as you figure out what needs you have in your processes that I've seen
Lots of trainings on how to use the software,It can sometimes be difficult to navigate and figure out where you are when you're first learning the software, but any CRM with a lot of features will have that challenge
It could definitely use more sophisticated de-duping options,9,It's saved us money from having to pay for a more sophisticated CRM that we didn't need
Allowed us to effectively track and personalize communications to prospects and customersBrad Henderson
Unspecified
HubSpot CRM
457 Ratings
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