Item: HubSpot CRM
Rating: 9
Author: Don Ariel Cruz Florencio

Use Cases and Deployment Scope

HubSpot CRM allows all the important account details which is very instrumental when approaching a customer initially as well as providing all data moving forward till the next call. This allows for continuity in the handling of prospects and logs a lot of the information that would have normally have been lost. Notes and email are of special importance to me as the automated sequences allow me to keep future customers warm while providing stages of engagement. Allowing me to create specific templates and then rolling them out to prospects as I choose is also a very welcome feature. The entire sales process is tied together even though there may be dozens of people involved in each account. The tracking and footprints logged in each record provide for ownership as well as history of discussions and actions taken by others within the organization. From the point that the prospect is created to the point of closure, HubSpot CRM proactively interfaces with each user to provide a more efficient and productive Sales environment.

Pros and Cons

Deal Tracking & Reporting
Email Automation
Process Consolidation within a company

Search for opened emails or clicked links in email
Single page view of each deal's spend stats
Help with report or dashboard creation to display specific data

Return on Investment

Shorter deal cycles
Optimize Sales Performance
Increased Visibility of all Activity
Improves viability and performance of remote global operations

Usability

It was honestly harder to adopt only because systems I had used before and were familiar with did not have the scope and range of HubSpot CRM . It was however, easy enough to learn from normal daily use and has proven to be a very intuitive and complete platform.

Team Alignment Benefits

This is clearly one of HubSpot CRM strengths and it is one that we have been able to leverage. Our employees are all remote and globally located working with minimal or no supervision. HubSpot CRM has made this possible and has allowed to tie in all departments and employees allowing true integration and coordination between departments, teams, and all staff.

Alternatives Considered

Salesforce CMS

HubSpot CRM is more comprehensive, more intuitive, and allows better Sales Automation than any other CRM we have used. It has proven invaluable in our remote operations and allows for a better more concerted effort. The ability to tie in all other associated departments is key to our adoption of HubSpot CRM and not that it has the feature, but that it does it seamlessly.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Other Software Used

Discord

Likelihood to Recommend

In a sales organization where there are multiple tiers or stages from lead generation and development to outreach and appointment setting and then closing, HubSpot CRM is unmatched in its ability to tie these things together. This, for me is the most important feature and provides the most efficiency from previous methods of Sales operations. The product we provide in the Financial Services industry does not have a long gestation period and I was happy to see that regardless of the length of the sales cycle, HubSpot CRM was well suited to track and successfully manage each deal to a close. It is a very well rounded easy to use product which provides the ability to grow with the smallest of companies and is equally capable and at home in large global corporate structures. Reporting has been a bit challenging and the premade reports and automated systems are appreciated and helpful for the most part. I am sure the ability to produce the report I need is in there somewhere, but figuring it out, at times has been challenging.

Tying Up Loose Ends, The New Normal

Overall Satisfaction with HubSpot CRM