Item: HubSpot CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

All leads go through HubSpot, use as our full CRM, track all correspondence, deals, etc. Responsible for making sure all interactions are logged and delegated to the appropriate user. I work on the sales side but we use it as well for renewals. All sales activity is tracked in HubSpot.

Pros and Cons

The display at a glance of deals is is a nice visual to see what stage the deals are in.
The dashboards are pretty easy to create and use
Pretty simple, not over complicated to use

All leads are referred to as contacts (pretty confusing) contacts should only be related to Accounts if the lead is valid and gets converted. All contacts should not be tied to one opportunity but most sales folks add them because there are no Accounts to tie them to, only companies.
Terminology of leads vs contacts, accounts vs companies, can be confusing when experienced using other CRM's
Too many contact names end up being tied to one opportunity because there is no parent account created.
No way to show the Account/company relationships

Return on Investment

Cost savings
Sales rep adoption much easier than other CRMs
Ease of reporting and dashboards

Usability

HubSpot is definitely easy to use, therefore, reps will embrace much quicker than other full robust CRM's. I literally had no training and was able to figure things out with hands-on experience.

Alternatives Considered

Salesforce Lightning Platform (formerly Salesforce App Cloud) and Salesforce Mobile (formerly salesforce1 Mobile App)

HubSpot was already in place. Very easy to use and affordable for a start-up company.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Other Software Used

LinkedIn Sales Navigator, Outreach, DocuSign

Likelihood to Recommend

It's definitely a more affordable solution compared to Salesforce. Makes sense for companies that have less than 500 employees. The bigger companies need to track data in so many ways and there are limitations in HubSpot. Although there are workarounds, when you have a large workforce you need more standardization, and not just logging notes. They need to be at the opportunity level so management can slice and dice reports easily.

HubSpot is Spot on for all start-ups

Overall Satisfaction with HubSpot CRM