Item: HubSpot CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

I use HubSpot to locate and manage lead lists of potential clients. I am solving problems such as documenting interactions, number of times contacts, grouping leads into categories, and sending out marketing emails. We use HubSpot from start to finish. After agreeing to engage in work with a client, we create a deal on HubSpot and the lead enters "the pipeline". With the ease of use and user friendly-ness of HubSpot, this is truly a great CRM product.

Pros and Cons

Documenting
Grouping
Integration

Automation
Visual appeal
Pairing contacts with deals

Return on Investment

Time saver
Cost savings
Increased sales rep adoption

Usability

HubSpot is more customizable without hiring consulting firms. The free features are truly one of a kind and while it may not be the same as oracle or sales force, it is making a name of its own. HubSpot is very easy to jump in and start using. You don't need a full day of training to get started with this product. It is also great that you can use it in a different way/your own way.

Alternatives Considered

BISP Solutions Oracle EPM Consulting

HubSpot is cheaper, easier to use, more simply customizable, and more visually appealing than oracle. We selected HubSpot due to its price, and are very happy with the results. I do not think we will be switching anytime soon.

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?

Yes

Would you buy HubSpot CRM again?

Yes

Other Software Used

Microsoft 365 (formerly Office 365), Adobe After Effects, Zoom

Likelihood to Recommend

For sales HubSpot is amazing. Specifically, in the onboarding process, it is ideal to be able to assign multiple contacts a task and simply click through those queues. A scenario that is not ideal is when you are jotting down notes on a contact, it is usually when you are on the phone. Everything doesn't always fit in the same window and a lot of the time you can get lost trying to find the right tab, whether that be in notes, calls, or contact info. When you do create a deal, the info does not automatically transfer from the contact to the deal. You have to manually associate each aspect of the contact to the deal.

The (Hub)Spot

Overall Satisfaction with HubSpot CRM