Item: HubSpot CRM
Rating: 8
Author: Chad Jackson

Use Cases and Deployment Scope

After evaluating competitor CRM's, we decided HubSpot CRM would best suit our use case. We used it to load target companies and contacts to manage leads, prospects, and accounts. The additional use case was for managing email marketing campaigns. This was for a small 8 person startup company.

Pros and Cons

Checks for duplicates
Customization
Marketing
Lead, Prospect, and Account tracking, notes, opportunities, etc.

Less expensive to use their marketing platform that ties into the CRM
Fully free version of [HubSpot] CRM for companies under a certain size
Interface could use some upgrades

Return on Investment

Opportunity tracking through the sales cycle
Lead management
Shorter deal cycles

Usability

It is very easy to get up and running. You can read through documentation and be off to the races on configuring. Very intuitive compared to other CRM solutions that are very difficult to administer and use (configuring fields, dashboards, forms, etc.). It is very good at checking for duplicate contacts and uploading new contacts.

Alternatives Considered

Salesforce.com and Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

HubSpot [CRM] gives you about 90% of what the paid CRM's provide. We selected HubSpot CRM because it was free, flexible, easy to use and customize, and would allow to connect to its marketing platform seamlessly.

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

Salesloft, LinkedIn Sales Navigator, GoToMeeting

Likelihood to Recommend

A great starter CRM that has a freeware version. It is a full-fledged CRM that allows for a lot of customization out of the box without having to purchase [HubSpot] CRM. It is great if you already leverage their Marketing platform. You don't have to outlay $$$$$ like other competitors. It is intuitive to set up and design for your organization. Can be used for SMB, Mid-Market, and Enterprise.

Start with Hubspot for your CRM Evaluation

Overall Satisfaction with HubSpot CRM