Hubspot CRM Up and Running in Under an Hour
Updated September 25, 2023
Hubspot CRM Up and Running in Under an Hour
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
We are using HubSpot CRM in both sales and marketing, and in both of our companies. It provides one central repository for our contact information and helps us keep track of all interactions with our prospects.
- Provides in-app calling capability, which, when combined with the call queue functionality, allows us to quickly work today's leads today.
- As we use the fully paid version, the ability to create and store templates is a huge time saver. It also makes you think about a 'best practice' strategy when designing your templates.
- The ability to automatically keep a copy of any documents we exchanged with the client, both the contact/company/deal record level, is very handy.
- The on-the-fly contact enrichment the system performs is amazing.
- The document storage library is too inflexible. Most of the times, sales people need to make changes to documents and though marketing would like it to be otherwise, this isn't how our sales process works.
- When you run a one-to-one presentation from within the application (only available with the paid version the time of this writing) it is somewhat clunky as far getting the other person on the line.
- Needs a way to have someone sign a contract within the app versus having to acquire and integrate another solution. Would remove a lot of friction.
- Needs expanded capability to model all the relationships you have within an account, both on customer side and company side.
- Limited ability to perform target account planning.
- We have dramatically improved the ability to ensure we follow up on leads.
- The pipeline view has provided a clear picture where deals are hung up or moving along.
- Our sales force is much more productive.
I am long time user of SAP CRM, which is a heavy duty CRM but with a long implementation timeline. When selecting CRMs, we compared SAP CRM, Zoho and Salesforce (would never do a demo) and it was just hard to beat the simplicity and cost of HubSpot. Basically, I can turn it on for most anybody in under an hour and get you going in well under a day on it. It does what it was designed to do very well. The new reports add-on adds some important new functionality that was desperately needed. Wish they had rolled out the integration to QuickBooks along with all the others they just released, but I assume they will shortly. Critical to keep removing friction from the sales process.