Item: HubSpot CRM
Rating: 9
Author: Ariel Owens

Use Cases and Deployment Scope

HubSpot CRM has been able to help automate a ton of our Support process and help get us in front of our clients that need the most help. We have been able to push data from our Admin system into HubSpot and pivot off of this to create automation for ticket creation and automated emails. I love HubSpot and that they are always looking at improving and adding new features. Since we started using this software our Support has improved by over 30%.

Pros and Cons

Workflow Automation
Data Consolidation
Project Management

Lack of visibility on when someone else in the system is working the same time
Unable to create workflows that create notes

Return on Investment

Increase client visibility for support concerns
Increase internal dept collaboration

Usability

Other CRM tools do not compare to what HubSpot has to offer. They have so many features that are used across our entire company and teams.

Alternatives Considered

HubSpot provides a tool that can be used across our entire company and houses interactions and data all in one place.

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

Likelihood to Recommend

We have used HubSpot to push Client Health Data from our system in order to build out automation. We work to get any paused clients active and the recent automation we built was related to the effort. We created a workflow in HubSpot that sent 3 automated emails and creates a final ticket for the Support Team to do outreach. This was a process we were unable to streamline before.

HubSpot is one of the better CRM tools out!

Overall Satisfaction with HubSpot CRM