HubSpot CRM and my thoughts
January 29, 2020
HubSpot CRM and my thoughts
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
HubSpot CRM is used in our organization to manage 1. Deals 2. Lead Flow 3. Support Tickets 4. Marketing efforts. All organizations utilize the CRM. Our goals for leveraging a CRM is to keep contacts, companies and deals in order. Managing multiple sales motions from various groups and implementations: sales, customer success, implementation and tech support.
- Easy to use deal interface. Drag and drop. This is an easier way to manage a deal pipeline.
- Automation. Different stages on implementation or opportunity can trigger different actions. This helps take some of the manual efforts out of the picture.
- Reporting is difficult to use. This makes it difficult to understand opportunity deal flow.
- Customization is lacking. Implementation would like to add custom fields and tracking metrics for hours. This is difficult to track.
- Allowed us to understand forecasting and numbers.
- Helped us to understand ticketing types and customer support related metrics.
Salesforce allows for greater customization than HubSpot CRM. The interface is less user friendly and it takes much more to customize Salesforce; however, it is possible to do so. The cost is a significant reason as to why we chose HubSpot. In the near future we will switch to Salesforce due to the vast customization potential and reporting it allows.