Item: HubSpot CRM
Rating: 8
Author: Saylor Zechman

Use Cases and Deployment Scope

I know different departments of my company use HubSpot differently, but I find it most helpful for its email templates, workflows, and improved efficiencies when scheduling prospects and getting in touch with them. The email templates and tracking in particular I find to be the most useful. I can quickly create templates from emails I already sent and easily customize them to my contacts.

Pros and Cons

Customizable email templates.
Email tracking.
Decent automated workflows.

The integrations and syncs with Salesforce could be improved.
The user-friendliness of creating workflows could be better (took a lot of trial and error to get it close enough to being easier than manual tasks).
UI of the dashboard itself, can be a little hard to find things on their full dash, but their extensions for Gmail and Chrome are great!

Return on Investment

This has given me the perfect timing for one or two prospects leading to a closed deal I might not have gotten otherwise.

Usability

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Likelihood to Recommend

I will continue to sing its praise for email templates, but while the workflows are helpful, there is definitely a lot of room for improvement with its integrations into salesforce and even slack. The HubSpot extension has been great for letting me know when my prospects are interacting with my emails and giving me great timing to reach out to them. The extension for Gmail makes creating templates a breeze!

Great for templates and tracking!

Overall Satisfaction with HubSpot CRM