Item: HubSpot CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

Currently, HubSpot is being used by just the inside sales department which is just myself. It has streamlined the follow-up process by offering tasks and reminders that are easy to turn on and off and reschedule. I've used it to make calls and keep track of who's been contacted per company and what their roles are.

Pros and Cons

Sending reminders
Tracking activity
Reporting

I preferred the format before this last update.
The inbox feature could be simplified.
I'd like to have the ability to have more that one company per contact.

Return on Investment

Increased customer connections.
Increased timely follow ups.
Double entry from CRM to ERP.

Usability

HubSpot is much easier to use and organize, compared to a CRM tool I've used called OnContact. HubSpot is much more thorough at keeping track of duplicate company and contact entries. But unlike OnContact, HubSpot is not integrated with our ERP system so it can be more tedious when keeping up-to-date orders sold records.

Team Alignment Benefits

I'm not entirely sure how the efforts have been better aligned here because I'm the only user at our company that has been using it daily and as far as I'm aware marketing hasn't made an impact within this tool.

Alternatives Considered

I did not select HubSpot as the CRM tool here but from past experience, it has better organization and communication tracking than the system I was using at my previous employer.

Key Insights

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

Not sure

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

Google Backup and Sync, BigCommerce, Devart ODBC Driver for Google BigQuery

Likelihood to Recommend

HubSpot is well suited for a start-up company or an organization that wants to implement a CRM tool for the first time. It's pretty straightforward and user-friendly, which makes it good for new companies that don't want to spend as much time training employees. I recommend finding out if HubSpot can be integrated with the companies ERP system.

First Time User

Overall Satisfaction with HubSpot CRM