Item: HubSpot CRM
Rating: 10
Author: Brad Pendleton

Use Cases and Deployment Scope

HubSpot's CRM helps me manage our current customer experience. Through the CRM, I can track platform usage, account age, key milestones, etc. It's super easy to find pertinent customer information and make decisions accordingly. We also leverage the calendar scheduler, which is attached to my email signature; I especially like being able to set my available hours through this scheduler.

Pros and Cons

Customizable customer profiles. I can cut out all unnecessary info on our customers and focus on what's essential to my dept.
Tracking email interactions. I love being able to see who has engaged with my emails.

I'd like the ability to export contacts opened up to lesser plan types/permissions. I often want to export customer lists and work with them in excel but have limited access.

Return on Investment

HubSpot has helped our sales process via the "deals pipeline." It's easy to visualize where to place our time and the overall health of a new and prospective business.

Usability

I came from Salesforce which was so big that it became "white noise" in my day to day interactions. I often ignored a lot of workflows as their process became unnecessary in my day to work.

HubSpot is great because everything is well laid out and defined. There's no "white noise within the HubSpot platform. I have my specific area of focus and I live there.

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?

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

Other Software Used

Google Sheets, Intercom, Slack

Likelihood to Recommend

I think HubSpot's CRM platform is great for small businesses because it is user-friendly and intuitive. I had never used HubSpot before joining my current company, but within about a week, everything was humming. I appreciate a lot of the flexibility HubSpot affords me about views. Depending on the portion of the platform I'm in, I can use Grid, Kanban, etc.

Critically important but most of all, easy to use and adopt!

Overall Satisfaction with HubSpot CRM