Item: HubSpot CRM
Rating: 9
Author: Zach Hong

Use Cases and Deployment Scope

I use HubSpot similar to other Account Executives I would imagine. We get a large influx of inbound leads that can be complicated to track and keep updated. HubSpot makes it very simple to organize and track all of our inbound sales prospects. Additionally, we have several deals populated weekly. HubSpot makes it very simple to keep track of each prospective client and deal. Overall the templating for outbound emails is great, customer support is very responsive and the Knowledge base is vast. I would say having worked with several CRM I highly recommend HubSpot over others that I have used. The UX is much cleaner and more user-friendly. There is a reason they are taking up more of the market share for this space.

Pros and Cons

Customer Service
User Experience
Scheduling Links
Integration to lead generation technology

With regards to scheduling, auto updating calendar times to respective timezones

Return on Investment

Sales forecasting
chat volume management
shorter sales cycle

Usability

I think the tabs at the top make it very clear where you are supposed to go specifically for me as a salesperson. I think that compared to Salesforce the task tab and forecasting are much clear. The chat feature is also much more user-friendly. I don't use the marketing tabs and such but I would say overall communication is just much better with HubSpot

Alternatives Considered

Informatica Cloud MDM - Customer 360 for Salesforce, Freshworks CRM and Mailchimp

I have more experience with HubSpot than I do with the others but from my limited experience with the other platforms, they are a little clunky and make it hard to navigate the website.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Other Software Used

Freshworks CRM, DocuSign

Likelihood to Recommend

I think overall it ticks all the boxes in terms of what you are looking for in a CRM platform. I prefer it over Salesforce, Freshsales, etc. I think being a smaller team makes it very manageable to take in all the information from our inbound opportunities. The chat feature and auto contact population are great features as well. I would say if you are dealing with a lot of international clients there is still some work to do with scheduling but outside that, I am very satisfied.

UX focused CRM

Overall Satisfaction with HubSpot CRM