Item: HubSpot CRM
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

We use HubSpot as our sales record-keeping tool alongside a being a report generating system and outreach automation platform as well. It is mainly used by the sales team, but the customer support team also utilizes it to keep up to date with recent outreach as well as contract and deal statuses.

Pros and Cons

CRM
Deal tracking and pipeline visualization
email automation and sequencing

Reporting functionality
3rd party system integration
email connection/tracking
Support issues that have to be brought to the HubSpot support team are usually not easily resolved

Return on Investment

They have been raising prices consistently over the last 2 years
The adoption and learning curve for new employees isn't very long

Usability

It is a bit simpler than some of the other CRM's I have used, but as a result of that it is not overly complicated and does not have a terrible learning curve. It is relatively simply laid out and easy to navigate.

Team Alignment Benefits

It is beneficial in the sense that we can record any calls from sales or marketing, and they are visible to everyone else who goes and looks at that contact or company record. This helps both teams stay aligned and on the same page as we coordinate outreach and timelines for delivering services.

Alternatives Considered

Apollo, Salesforce Lightning Platform (formerly Salesforce App Cloud), monday.com and Pipedrive

HubSpot is not as in-depth or detailed as some of the other CRM options out there. This also means that it can be a bit quicker to learn as it does not have as many features and it has a relatively simple interface that is easy to use. However, other tools out there have more robust reporting functionalities as well as automation functionality.

Key Insights

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

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?

Other Software Used

Slack, PandaDoc, Zoom, Google Meet, Google Drive, Xero

Likelihood to Recommend

It is good as a relatively basic but user-friendly CRM. It is good as a record keeping log of contacts and companies, as well as any associated deals as well as phone calls and emails that have been sent to those records. It has a reporting function but we find this is limited and not very customizable as well as the support which does not seem to be very helpful.

HubSpot CRM - Relatively simple, but not overly in-depth

Overall Satisfaction with HubSpot CRM