Item: HubSpot CRM
Rating: 7
Author: José Trindade

Overall Satisfaction with HubSpot CRM

Use Cases and Deployment Scope

Currently, the way businesses place orders to their suppliers is very disorganized and there is no standard way to do it. With [...] you can manage your orders through an app. As salespeople, we Hubspot CRM to manage our workflow and understand which leads to contact first. After the first contact with a client, there is a specific procedure to close the sale and Hubspot CRM allows me to organize my schedule and make decisions more accurately.

Pros and Cons

Pros

The way it links with Aircall
Able to be customized by each company
Like to put everything in the same deal, like notes, tasks, emails and calls history.

Cons

create a deal takes too much time
creating contacts inside each deal takes too much time
being able to detect duplicates and match equals

Return on Investment

It made our sales team increase its number of calls
To understand which deals were priority
To increase transparency across positions

Usability

Never used other CRM software

Team Alignment Benefits

With Hubspot CRM we could understand the percentage of qualification of our leads, and therefore we could assess if the marketing team was or was not doing a good job in capturing potential leads.

Alternatives Considered

I didn't select Hubspot. It was just given to me when I entered in my company.

Key Insights

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

Not sure

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

Likelihood to Recommend

1. When I call my clients I store all of their information in the notes tab. I like it.
However, it should be easier to personalize the client's details through the notes tab.
2. There are some certain occasions where we have duplications of deals, and Hubspot doesn't detect them. It makes our job more difficult to manage a team of SDRs.

HubSpot CRM Feature Ratings

Comments

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Room to improve, but happy overall