Item: HubSpot CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We use the CRM to track deals, and quotes, and manage our data. We classify our contact and account information and use it to market unique messages to our contacts.

Pros and Cons

The workflows are great!
I like the consistency in the layouts.
Reporting tools are effective and easy to use.

Customizability with dependent fields.
Ability to build workflows that update product and amount fields.
Deduplication efforts do not get down to the street address level and make branches of the same company look like duplicate records - when they are not.

Return on Investment

More customer engagement
Better sales engagement

Usability

It's very easy to navigate from an administrative perspective, but it has limitations regarding how I can support my users as they set up their accounts and manage their notification preferences.

Alternatives Considered

Salesforce.com and Insightly

We chose HubSpot because of the integration between the sales and marketing hubs. It's great to have all of our data on one platform.

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

Zoom, Workfront Library, Adobe Acrobat

Likelihood to Recommend

We've been able to integrate and automate our customer setup process using forms and email notifications to members of our team.

HubSpot was a great addition!

Overall Satisfaction with HubSpot CRM