Item: HubSpot CRM
Rating: 10
Author: John Ging

Use Cases and Deployment Scope

We use it as a full CRM suite. We are a global company and use Hubspot as our single source of truth for all things for sales, service, and support. We also use it for calling customers directly from the tool. Email campaigns are sent via Hubspot. We use both templates and sequences for customer communication and prospecting.

Pros and Cons

I love how you can schedule send emails.
You can call directly from a contact page with one click and record the call.
Reports can be generated on almost any data element to help keep track of any item.

Need to have more countries included in the free option.
Spacing between different on the page (vertically).
Have more sample email templates and sales tools with ideas.

Return on Investment

Very cost effective vs Salesforce.
Easy to add new members and port over old info to a new member.
Most reps find it easy to use.
Get help and support both online and live.

Usability

Hubspot is by far one of the easiest to use and learn. It is somewhat forgiving if you make a mistake. Hubspot also has great online help and support. When you can't find it yourself, you can ask a live rep. Having someone to talk with sometimes means everything and can save a lot of time and money.

Alternatives Considered

Salesforce CMS

As noted before, Salesforce is a great tool if you can afford it and have someone who is training on Salesforce on how to use and keep it updated. It is a full-time job to have someone just keep Salesforce working and up to date. Hubspot, you don't need that same level of human capital to run it. It is a more decentralized operation and only needs an administrator for some basic admin. functions.

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

Other Software Used

Zoom, Agreement Express, Google Analytics

Likelihood to Recommend

I think it is very cost-effective vs. a Salesforce product. It also doesn't require a Salesforce expert to help with your own customization of the product. It is very easy to use for all levels of people, new and experienced. I have not used it for automated workflows of orders etc. I know Salesforce does it, but it is very expensive to have that done. If you are not a fortune 500 company with tons of money, Hubspot is the best overall solution for most any sized company for a 3-man shop to 3 thousand people or more.

Hubspot best overall CRM tool out there and gets better every day.

Overall Satisfaction with HubSpot CRM