Item: HubSpot CRM
Rating: 9
Author: Brittany Cooper

Use Cases and Deployment Scope

Prior to HubSpot CRM, we didn't have a modern CRM system. Information was stored in spreadsheets, word of mouth, and via Google Docs. With HubSpot, we've truly been able to centralize account information and all departments have visibility into employee outreach and customer data. It truly holds everyone accountable to track, save and store account information.

Pros and Cons

Centralize info.
Generate reports.
Email automation.
Workflow automation.

Improve account search functionality.
Ability to associate multiple contacts with multiple accounts.
Ability to view email analytics for templates.

Return on Investment

Revenue growth due to automation, marketing emails, and triggered workflows.
Greater accountability of customer data.
Visualization of customers who have churned.

Usability

I went through the HubSpot certification program thinking the software would be hard to use. Boy was I wrong! HubSpot is so easy to use and easy to integrate. It's truly best to dive in and play around within the system. We are always informed of new features and it's always so user-friendly.

Alternatives Considered

Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) and Salesforce CMS

I would vote for HubSpot CRM over both of the previous CRM systems I've used. The ease of use and breadth of reports makes it that much better. The constant reliance on HubSpot is also beneficial. It's necessary that I use it daily to be as efficient as possible in my tasks. The other systems were okay; however, didn't fully accomplish what we needed them to.

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

monday.com, Vidyard, Zendesk Support Suite, Help Scout

Likelihood to Recommend

I believe it's well suited to create cross-department accountability on updating customer data and knowing where a customer stands within the customer life cycle. The dashboard allows quick snapshots of reports, daily outreach to clients, and visibility to customer information. The ability to track email analytics on emails and marketing emails is awesome! The analytics are extremely detailed and insightful.

Easy to use! One-stop shop CRM!

Overall Satisfaction with HubSpot CRM