Item: HubSpot CRM
Rating: 8
Author: Peter Heinicke

Use Cases and Deployment Scope

We use it to track and manage sales-related communication. For example, we can use it to track leads generated by various methods including Hubspot, send a targetted mailing, measure the pipeline, project future sales (if we use it consistently). We rate leads generated by industry, company size, geography, and accounting system used.

Pros and Cons

lead tracking
email monitoring
marketing channel effectiveness measurement

Not the easiest to learn
Training tools need work
loose coupling to other tools such as outlook, gmail,

Return on Investment

shorter deal cycles
negative is lower sales rep adoption

Usability

It is less easy to use, more difficult to find what you want to do. It is generally there, but when you get into it, it looks like there is not a lot you can do.

Alternatives Considered

Sage CRM

Sage CRM I found easier to use and less useful since I want to align marketing with sales, and Sage CRM is not great at marketing. We ended up using Hubspot because of that, but Sage CRM was easier to adopt. (And Hubspot CRM was not available at the time).

Key Insights

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

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

Robly, HubSpot CMS Hub, Sage 300cloud (formerly Sage 300 ERP)

Likelihood to Recommend

It is very good where the primary source of leads is email or website. It is not so good at telemarketing, word of mouth, referrals. Something like Act! is appropriate where you have a single database and need the ability to quickly run reports. It is also not built with all the features other packages have; it is assumed you can add stuff to it to do what you want.

Hubspot CRM for Marketing and Sales alignment.

Overall Satisfaction with HubSpot CRM