Item: HubSpot CRM
Rating: 9
Author: Brian Hasenbauer

Use Cases and Deployment Scope

We currently are using HubSpot CRM in collaboration with our Salesforce instance and our HubSpot Marketing license but are on the free version of HubSpot CRM. We haven't made the commitment to moving to the paid version of HubSpot CRM as our sales team/users haven't been briefed on the additional benefits of a paid license. We have other software that fulfills some of the features of HubSpot CRM such as Cirrus Insights for email tracking and scheduling. Having a robust Salesforce environment makes it tough to move to HubSpot CRM.

Pros and Cons

Deal tracking.
Linkage and integration to HubSpot Marketing.
Integration across the entire HubSpot enterprise system.

Reporting - more customization.
Sales Funnel - more customization.
Reporting on per salesperson basis.

Return on Investment

Decrease in research required for lead qualification.
Increased productivity of sales reps.
Better pipeline management.

Usability

Having used some of the smaller out-of-the-box free CRM software packages, HubSpot has more FREE features than many platforms have as their paid features. The ability for HubSpot CRM to integrate deeply with HubSpot Marketing makes it superior to most other platforms that have limited marketing functions and capabilities. HubSpot CRM works a lot better when paired with HubSpot Marketing which gives it an advantage over most competitors' CRMs because of their lack of a robust and integrated marketing platform.

Alternatives Considered

Zoho CRM

Having been a HubSpot Marketing user previously, it was an easier choice to add HubSpot CRM due to the familiarity, data flow, and ease of use. The challenges of integrating a new CRM with our HubSpot Marketing instance was not something our small team wanted to take on and we value the ability to use some of the HubSpot CRMs functions with our HubSpot Marketing and Salesforce instance without having to be 100% HubSpot CRM. We still use Salesforce as our sales system of record.

Key Insights

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Other Software Used

Cirrus Insight, Zoho Expense, Canva

Likelihood to Recommend

HubSpot CRM is well-suited to an environment where you are already using the HubSpot Marketing software and data can easily flow between the sales and marketing platforms for each lead/contact. If you don't have HubSpot marketing software the CRM might be less effective as a stand-alone. HubSpot CRM and HubSpot Marketing work better together.

HubSpot CRM and HubSpot Marketing - Better Together

Overall Satisfaction with HubSpot CRM