Overall Satisfaction with HubSpot
HubSpot is being used as our sole CRM for both Marketing and Sales. We have actually created two distinct pipelines for each area (Marketing vs Sales). This way, we can use HubSpot for accurate prospecting and activity tracking for the process of qualifying leads. Once we have enough to qualify from a marketing standpoint, HubSpot provides us with gates of entry to move that account into a Sales Qualified stage.
- Pipeline qualification
- Activity logs
- Contact filtering
- Deal stage progression
- Mass emailing
- Cadence action notifications
I believe the main difference between the two is that Salesforce is built more with the salesperson in mind, while HubSpot focuses both on the marketing side as well as the sales side. I have never seen the ability to create two distinct pipelines in Salesforce as we did in HubSpot. This ability allows for multiple departments within our organization to work seamlessly inside the same system.
HubSpot is extremely well suited for organizations who are trying to keep the process of customer interactions clean and organized. By utilizing the gating feature, we can control when an account moves into next stages by requiring certain parameters are being met. Reps can no longer move unqualified (as specified by the org) into advanced stages without meeting the criteria. This helps with forecasting and close rates for the business.