Overall Satisfaction with HubSpot CRM
Our organization uses HubSpot CRM as our sales team CRM. It is primarily used for our outbound outreach efforts, tracking activity, logging notes, and tracking opportunities through either winning or losing out on a deal. We have a custom report dashboard that shows real live data points that are our team's KPIs. First-time appointments, daily/weekly touchpoints, email tracking, our "warm 250," and where each deal is at in its lifecycle.
- Tracking activities. Whether it's an outbound/inbound call or email - HubSpot CRM tracks it, and it's logged.
- Reporting. The custom dashboard is tailored to show our KPIs and revenue goals, showing our progress on where we're at for the day, week, quarter, and year.
- This isn't really a feature but HubSpot CRM has a kickass customer support team. When we have issues, we can live chat with a support rep or reach out to our customer success manager. We can always get the answers we're looking for. They are constantly innovating and testing out new features, and they are an awesome team to work with.
- Being able to tailor the "assign next task" date to fit each rep better. For example, you have the ability to schedule the next text for 2-weeks, 1-month, or 3-months out, and if you don't want to use the "cookie-cutter" drop-down, you have to access the calendar to pick the date. I wish we could edit it because it would be nice to schedule follow-ups 3 weeks, 6 weeks, 2 months, etc.
- With Apple's new privacy update for email tracking, I hope there is a creative solution to help track email open and click rates.
- The ability to track email opens and schedule follow-ups and strike while the "iron is hot," so to speak, has led to more appointments, which is the only way we get deals.
HubSpot CRM is 10x more user-friendly from a rep standpoint than either Salesforce or Microsoft Dynamics. Both Salesforce and Microsoft Dynamics require additional SaaS technologies to make their products more efficient. The easiest analogy is saying that HubSpot CRM is the iPhone of CRMs. There might be another phone or in this case a CRM with better specs, but there's a reason the majority of the world utilizes iPhones. AKA, if you want the best tool on the marketplace for your sales team, HubSpot CRM is a no-brainer.
As an MSP, our marketing efforts are minimal. We don't really utilize HubSpot CRM from the marketing side of our business.
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If you have a sales team, this is the CRM to use. I have used both Salesforce and Microsoft Dynamics in the past, and HubSpot CRM is essentially the Apple iPhone of CRMs. It is extremely user-friendly. We don't babysit our reps, so we give each the ability to make edits on their account records. If you have a CRM manager and you prefer your reps to not have access to the full suite of tools, then HubSpot CRM might not be the best fit for your team. If you hire great people and enable them to do their jobs, then there isn't a better tool out there.