Item: HubSpot CRM
Rating: 10
Author: Chelsey Oliver

Use Cases and Deployment Scope

We recently switched over to HubSpot CRM due to our previous legal software not providing the data or analytics reporting our executive team was looking for. Hubspot is able to track leads in our firm and report on statistics so we can make intelligent decisions based on data. Our team reports on weekly Key Performance Indicators to keep all departments on track with the progress and status of the firm, and being able to access this information at the click of a button has made life so much easier. It's a lengthy, tolling process migrating over to HubSpot CRM, but I would recommend it for any business contemplating the decision, 110%.

Pros and Cons

Dashboard analytics.
Tracking leads.
Content scheduling and drafting.
Easy-to-Use interface.

Price Point: Pricey Expense for Company.
A lot of new features are being rolled out, but intuitive additions always take 1-3 years to add on. I Recently added rescheduling/cancel to Meetings, but contacts are unable to optionally provide why they canceled/rescheduled.

Return on Investment

Positive: Better informed decisions on ad investments.
Negative: added expenses to implement.
Positive: Easy reporting for weekly meetings.
Negative: Undergoing multiple steps to try and match previous legal software's setup.

Usability

A lot of CRM systems talk about being an "all-in-one-place" platform, but multiple departments are truly able to thrive and succeed within Hubspot. Our Intake, Legal Assistants, Marketing, and Attorneys have all fully adapted to the new system and learned how to take advantage of all the software has to offer. Previous CRM systems I've worked with are limited as far as reporting capabilities- I would have to go in and pull stats from exported Excel data.

Alternatives Considered

Reputation, Salesforce CMS and Zoho CRM

Ultimately, we chose to go with Hubspot due to our previous implementation and familiarity with the system. I have worked within the CRM platform for years, and I know it to be user-friendly, intuitive, and with the right amount of investments, it encompasses everything a business needs to succeed. Other systems are focused on the bare bones or a structured space where your customer database can reside- Hubspot takes that to the next level.

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?

Would you buy HubSpot CRM again?

Yes

Other Software Used

Sprout Social, Adobe Advertising Cloud, Clio

Likelihood to Recommend

Hubspot is an investment for any company- but depending on which package, bundle, or a la carte options you upgrade to, you can adjust purchases to best fit your business. Having Marketing Pro and Starter levels of Sales and Operations has given us the opportunity to seamlessly generate data to make informed decisions on how to improve business practices. Marketing is able to report and present useful statics on campaigns, social media posts, as well as forms utilized across the company. I highly recommend at least giving HubSpot a trial run to see if it can better your business practices.

An Integration Well Worth the Investment.

Overall Satisfaction with HubSpot CRM