Overall Satisfaction with HubSpot CRM
We use the HubSpot CRM across multiple departments to hold all information in one location for easy access. It replaces a handful of places to search for information regarding one company record. I especially like the note tracking and document attaching abilities.
- The HubSpot CRM links contact and documents easily per company record.
- The records are easily customized to what our company needs.
- The notes section is really helpful as are the tasks. The call and email logs are a great way to see contact clarity.
- They listen to users and make lots of changes all the time. There is a section for ideas/wants. I often find things there that I didn't know I wanted or needed, but could use.
- It would be great to have record color customization to identify companies no longer in business etc.
- It would be great to have more free templates through Sidekick. Sidekick crashed a lot so we turned it off and went back to regular email templates.
- User permissions are great, but could use more options.
- Reporting clarity to decide how our budgets are being allocated and where to shift.
- Increased employee efficiency when on the phone for looking up information and leaving notes.
- Allows more clarity into the sales pipeline with the deals tab.
They are both good systems. I think HubSpot is a good starting point. Salesforce is more robust and has a lot to offer with support ticketing.