Item: HubSpot CRM
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

We use HubSpot to organize the inbound leads that come into us, manage all of our outreach--(emails, texts, calls, future tasks), forecast and track our monthly deals, as well as assess team contributions to outreach. HubSpot is our primary CRM for leads and we have about 6 active sales team members using HubSpot on a daily basis.

Pros and Cons

Tracking email opens and clicks.
Automatically noting and recording calls.
Streamlining and automating processes for email marketing (templates, workflows, sequences).

Not being able to pull lists of Deals.
Not being able to sync tasks to deals well, only contacts.

Return on Investment

Shorter deal cycles.

Usability

I've primarily used HubSpot in the past, or a combination of HubSpot and Salesforce. I tend to prefer HubSpot but there are limitations in setting some parameters (ex: cannot save until a certain item is updated--love that in Salesforce).

Team Alignment Benefits

We don't really have distinct teams since we're a startup. I am the one person aligned doing both.

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?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

Would you buy HubSpot CRM again?

Yes

Likelihood to Recommend

HubSpot has been a very effective CRM for our team in terms of organizing our leads as we are scaling from a smaller to a larger start-up. The systems in place allow for new team members to jump in and see where a previous employee has left off. The email marketing functions we have in HubSpot also supplement the CRM system greatly so I would always recommend the pair to best maximize things.

HubSpot is our go-to CRM

Overall Satisfaction with HubSpot CRM