Item: HubSpot CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

It is used to standardize our messaging, collateral, and meetings processes to external partners and clients. It solves the business problem of ambiguity and not knowing how to respond, or how to expedite the meeting booking process. HubSpot CRM is used by marketing as a central location for all our contacts and the data they hold for segmentation.

Pros and Cons

Segmentation.
Progressive profiling.
Data hygiene/De-duplication.

More powerful workflows that trigger all the time.
Parent-child relationships between accounts.
Better deal visibility for deals that involve multiple accounts.

Return on Investment

Automating the entire lead follow-up process.
Nurturing through workflows based on segmented audience.
Improving responsiveness and partner/client experiences.

Usability

It is probably the easiest to use if someone has little experience or understanding of how HubSpot CRM works. The formatting of properties is a bit more technical and the CMS aspects are more challenging, but for email deployment and workflow management, it is very straightforward and easy to use. I would recommend it to anyone who is a CRM beginner.

Alternatives Considered

ClickDimensions

HubSpot CRM is more robust and is easier for us to maintain the data by having the marketing automation component separate from our core database, which is Dynamics CE. The ability to aggregate data and ease of use was the biggest factor when deciding to go with HubSpot CRM. Also from a cost basis, we were able to reduce the number of additional plug-ins and tools by centralizing with HubSpot CRM.

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?

Yes

Would you buy HubSpot CRM again?

Yes

Other Software Used

Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Wistia, GoToWebinar

Likelihood to Recommend

Very easy to use and learn. The interface is very intuitive and makes importing, and keeping one contact record in the system very simple. The associations based on domains are also a great feature. It is suited for conventional organizations that work B2B specifically but can get tweaked to work for the B2B channel or B2C.

An intuitive system with powerful functionality, with your mind being the only limiter.

Overall Satisfaction with HubSpot CRM