Item: HubSpot CRM
Rating: 8
Author: Sarah Doyel

Use Cases and Deployment Scope

I, almost single-handedly, manage 13+k companies with 26+k contacts using HubSpot. (Some contacts are not associated with companies - ie owners of our products, potential purchasers, etc.) I regularly add and research companies/contacts in order to prepare lists of interested bidding partners on commercial construction projects. In times past we have actively email marketed selected groups of contacts, contact types and/or Company types. We use locations in some of these email campaigns. One of our sales staff uses HubSpot to send documents to his contacts. I always use the Blind Copy address to enter email records in a central location. Some of my associates use the BCC and some do not.

Pros and Cons

Collection of email addresses and details associated to a particular Company or project.
Easily filter for many types of properties managed in HubSpot data.
Easy to learn but a user will, over time, need to develop tricks to aid themselves.

Instead of Parent/Child companies I find the need for "related" companies that may be more compared to "sister" companies. In my field there may be a division that does General Construction and other divisions that do Heavy/Site work or Mechanical, Electrical, HVAC/Plumbing. *I* need to do different IDs to keep all of the Companies in my data base but still be locatable to the ones I'm needing today.
Make phone numbers brought in by Artificial Intelligence standardized. MY preference is 123.456.7890 with dots and no parentheses or country codes. It really wouldn't matter but it should be consistent and there should be a way to globally clean up my telephones to be all of the same format without going one by one.
I really don't like having to get a code on my cell phone to log in each day. I have talked to Tech Support and they've agreed I shouldn't need to, yet it still happens.

Return on Investment

I find it very valuable for my support role.

Alternatives Considered

No response.

Key Insights

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Other Software Used

Access Legal

Usability

It IS easy to learn and use but each user will need to develop their own methods for accurate record keeping.

Support Rating

They are fast to respond. They listen to my input. They are not always able to meet my request (such as logging in via code sent to my phone as mentioned earlier in this survey).

Likelihood to Recommend

I would give good recommendations if the topic came up but it doesn't often do so in my social circles. One of the most important things that would be best for the use of HubSpot is for MANAGEMENT to make a policy that all users within the company use the HubSpot systems. Additionally, I'm a power user but I cannot SEND outbound emails because my Company does not see the value of purchasing that feature for a $50 a month fee. Occasionally, in order to support one of my Associates, I log in as that person and send outbound emails which is obviously not the best solution.

Users and Roles

3 - 2 Salespersons and me.

Support Headcount Required

no one but me

Honest review by a POWER USER of HubSpot

Overall Satisfaction with HubSpot CRM