Found a million dollar baby in a 5 and 10 cent store - HubSpot CRM
Craig Lahti | TrustRadius Reviewer
May 14, 2015

Found a million dollar baby in a 5 and 10 cent store - HubSpot CRM

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Free with Professional

Overall Satisfaction with HubSpot CRM

We have several brands within our company and separate divisions within some of the brands. Our commercial division had been using Salesforce for a while, but after attending the Inbound14 conference for HubSpot in Boston, I was pleased to hear of the release of the HubSpot CRM. I began to practice with it and to see its functionality, and as the product developed, I recommended that our commercial division switch from Salesforce, which we were underutilizing for the price, to HubSpot, which was as powerful as we needed and the right price. While we are still learning about the tool and how some functions differ from Salesforce, the plan is to implement the CRM across all divisions and brands this summer, after our commercial division has had an opportunity to see how to best utilize the tool for our industry.
  • It works seamlessly with the HubSpot platform to automatically add the leads that have been captured on forms to the contacts list.
  • All contact properties, workflows, etc. from the HubSpot tool are captured in the contact's history without needing to be added by the CRM user.
  • It is part of the package price for the HubSpot license/portal.
  • While we are still learning, our most experienced Salesforce user has expressed concerns about customization, as he wants to be able to create custom fields and views.
  • When we transferred contacts from Salesforce to the HubSpot CRM, not all files and emails transferred with the account/contacts. It would be nice if they could follow.
  • The search tools might not be as powerful as Salesforce, but it could also be that we haven't figured out how to use them as well.
  • Due to the cost, we will be able to implement a CRM across our company. This would have been more difficult to budget for other CRMs.
  • With its integration with Sidekick, the HubSpot CRM will have the potential to help us reach customers more quickly and when they are thinking about our product.
  • Our RSMs will be able to more quickly distribute and follow-up on leads provided to our dealers to be able to better understand which types of leads are most productive.
  • Salesforce.com,Zoho CRM
It is not as robust as Salesforce, but it appears to be a better fit for us than Zoho. For how we have been using it, the HubSpot CRM is likely a better fit for us than the Salesforce CRM is. For a comparison to cars, the HubSpot CRM is an affordable mid-level sedan and Salesforce is a luxury car. While most people can enjoy the features and amenities of a luxury sedan, most of us only need basic transportation to help us accomplish our goals and to be productive.

To me, the HubSpot CRM is an excellent choice for small to mid-size companies needing a CRM solution that is automatically integrated with their HubSpot tools, since it is a HubSpot tool. The price is perfect, since it is included with the portal license, and HubSpot has proven their commitment to continuously improve products and user experiences.

If a person or company is a power user of Salesforce or other CRMs, it might not be the best fit, as it is still a new product, and features are still being developed; however, since it can be synced with other CRMs, including Salesforce, it may be useful to utilize both tools together, as it will help with your HubSpot reporting.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
9
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
8
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated