Item: HubSpot CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

HubSpot is currently being used across the sales and marketing departments. It is helping us to address the reporting and lifecycle tracking challenges we were facing as the business scaled. Specifically, our sales team needed enhanced reporting tools to keep track of their various deals and sales pipelines, while the marketing team needed visibility into marketing funnel drop off and enhanced attribution models.

Pros and Cons

HubSpot's integration between sales and marketing allows our team to reach out to prospects with relevant and timely information, based on their current interests
The cross-reporting functionality creates visibility into our sales team's activity vs output
The ability to combine both automated and manual steps within sequences allows our sales team to create a more personalized approach for each prospect

I wish that contact details could be edited from the main contact page (in more of a spreadsheet style), rather than having to individually click into each contact or preview a contact to change data
A/B testing for emails or steps within sequences would be helpful
Currently, the details of each step in a sequence can only be viewed if you click "edit", but if would be nice to be able to read the emails that are contained within a sequence without having to go into edit mode.

Return on Investment

HubSpot has decreased our sales pipeline drop off by creating visibility into all steps of the sales cycle and automating some of the more tedious tasks of our sales process, such as follow up emails, appointment reminders, etc.
HubSpot has improved the effectiveness of our lead generation efforts by creating visibility into the close rate of leads from each of our marketing channels.

Usability

HubSpot is lightyears better than Salesforce. In Salesforce's CRM, I struggled daily to gain visibility into the most basic reporting elements that I needed for my sales role. The lack of integration with our marketing team's efforts also created major challenges around assessing the effectiveness of our lead generation efforts across channels. HubSpots integrative cross-reporting functionality has helped us to become more effective in making the most of the leads we have, and increasing our lead generation efforts in the areas where we have proven to see the most success.

Alternatives Considered

Salesforce Lightning Platform (formerly Salesforce App Cloud)

Salesforce lacked even the most basic reporting functionality, making it very difficult to get an understanding of the number of calls our reps had per week, the outcome of those calls, and the length of the lifecycle of each lead.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Would you buy HubSpot CRM again?

Yes

Other Software Used

Calendly, Woodpecker.co, Google Drive

Likelihood to Recommend

HubSpot is very helpful for tracking a prospect's range of interactions with our company, both on the marketing and sales sides. When someone attends webinars, downloads white papers, etc, our team can view these interactions and create a more customized approach to their conversations with a prospect based on already-known interests.

HubSpot's Sales and Marketing Integration is a Major Value-Add

Overall Satisfaction with HubSpot CRM