Item: HubSpot CRM
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

We use HubSpot CRM tied to our HubSpot Marketing Hub and Salesforce Sales Cloud. It plays a key component in our tech stack for managing our leads and clients in order for us to report, run workflows, and integrate with other tools.

Pros and Cons

Centralized customer management platforms.
Sales deal organization.
Lots of value for free in a sales tool.

Advanced customization (not as sophisticated as Salesforce).
No "record types" for different sales processes.
No formula fields. Must be workflow-driven.

Return on Investment

Increased visibility on contact segmentation.
Improved correlation between marketing activities and revenue.
The workflow-driven approach saves our team time.

Usability

HubSpot has always been phenomenal with its intuitiveness. Every feature they roll out seems to have a clear focus on being easy for a user to set up and use. It's one of HubSpot's greatest strengths. As an admin, most features are available with a user interface (UI) and no code.

Alternatives Considered

Zoho CRM and Salesforce.com

Zoho and HubSpot CRM (paid tier) seem to be fairly on par. Zoho offers a few more features, but there is a tradeoff on ease-of-use, which HubSpot is great at. Salesforce is the enterprise-level CRM option and the tool we currently use, which then syncs to HubSpot CRM. For businesses just getting started with a CRM, HubSpot is an excellent choice. Salesforce is a better option for mature businesses looking for advanced customization, automation, reporting, and integration capabilities, but you do pay for those features.

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

Salesforce.com, Dropbox Business, League

Likelihood to Recommend

For a first CRM, HubSpot is a great option. The free tier of HubSpot has the basic features required to digitize a business' sales processes and the upgrade options allow businesses to get more insight and automation into their processes, right in the system. Reporting is fairly basic and advanced customization is not on par with their main competitor, Salesforce, which is much more expensive.

HubSpot CRM: A Top Choice for a Business' First CRM

Overall Satisfaction with HubSpot CRM