Item: HubSpot CRM
Rating: 8
Author: Grace Wilson

Use Cases and Deployment Scope

HubSpot allows us to easily maintain contact records, prepare deals to easily flow through the sales process, report effectively, and maintain our marketing emails efficiently. We use HubSpot to record contact information and information about the events attended, maintain appointment records, and make deals more seamless. Additionally, it provides a location to include additional notes.

Pros and Cons

User-Friendly: Easy to teach yourself through use.
Effective: Maintains our records and does the job.
Helpful: Anytime I have a question, a member is ready to assist through chat and will follow up until the issue is resolved.

Refreshing: After information is added, it takes at least 15 minutes for the information to reflect on reports.
Workflows: If something has gone through a workflow, then changes, it doesn't go through the workflow again to update the other record. I have a Yes/No answer changed to a number through the workflow.
Integrations: I wanted to use an integration for Teledirect registrations to be automatically added to a certain list. No such integration exists and it was thousands to build so I'm manually updating hundreds of contacts and dozens of fields in each contact.

Return on Investment

Increased accuracy of reported information.
Saves time during deals.
Increased communication outreach.

Usability

I've used Salesforce (the old classic version) for a number of years and have enjoyed it. We currently use both CRMs. In some ways, it's more helpful for logging specifics, but learning to build reports was more difficult.

Alternatives Considered

Salesforce CMS and Slack

We use all three in our daily work lives. HubSpot allows you to send your own emails, whereas the other CRMs do not.

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

Other Software Used

Salesforce CMS, Slack

Likelihood to Recommend

My boss will constantly ask me for random reports. I've become an expert on recording and maintaining our dashboards. It's not well suited to build some of the reports that I need such as tracking event costs, (event, lodging, marketing) so I was forced to add those as properties on my contacts and pick 1 person from each event to track the information.

Helps us stay efficient in coordinating how we do business, more seamlessly

Overall Satisfaction with HubSpot CRM