Item: HubSpot CRM
Rating: 10
Author: Christopher Ahles

Use Cases and Deployment Scope

We use it to track our sales funnel, from acquiring new leads to helping out existing clients, and especially with tracking our follow-up. What's been a nice added bonus is the marketing perks and being able to track out the ROI of every campaign we use with Hubspot. It also helps leaders make sure we're hitting our metrics, and the forecasting is very superior in comparison with other CRMS we've used in the past.

Pros and Cons

The sales funnel is one of my favorites in the entire industry.
Their task managing system truly helps Account Executives be on top of every lead and opportunity without dropping the ball.
The data tracking for KPI truly helps our team set goals and improve weekly.
The e-mail sequences are top tier as well.

I wish it was easier to delete old templates in bulk.
I wish there were more minutes for dialing purposes.
Everything else is pretty easy, just keep updating the tracking ability, and it's a great CRM

Return on Investment

It's helped us not lose track of any deals. With other CRMS, deals were being lost. This funnel is perfect for keeping track and focusing.
It's increased our productivity by focusing on leads that are interacting with our marketing instead of going in the cold not knowing.
It's helped leaders make sure our team is doing productive work that is gaining traction with our clients, not just doing sales items that aren't producing any outcome. The customizable charts are amazing.

Usability

This is by far the easiest CRM I've ever used. With other companies, it felt like a pain to do basic tracking ( such as logging calls and emails, setting tasks, and creating quotes/opportunities). HubSpot truly lets you do everything on one screen (and all salespeople know how nice that is), and my favorite small perk is while I'm making a dial, I can create a follow-up task on the same page while the dial is happening and it transfers all of my notes over. VERY EFFICIENT.

Alternatives Considered

SharpSpring from Constant Contact

HubSpot is a much more sales-efficient CRM. I think SharpSpring works well with marketing departments, but for B2B SaaS sales, Hubspot makes our AEs the most profitable. The sales funnel, the customizable tracking, opportunity creation, tracking of emails and calls, and even something as simple as creating tasks and working them are all so much easier in HubSpot.

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

Seamless.ai, Slack, Google Ads

Likelihood to Recommend

Well suited: It's perfect for any B2B sales, especially in the SAAS atmosphere. I've used quite a few CRMS, and this is by far the best CRM for Account Executives in our field. The ease of use for the daily tasks is so efficient; making sure we can track our e-mails helps with our individual conversion numbers, the forecasting of sales really makes it easier to predict our goals on an accurate level, and I personally love building sequences (especially for our international clients and marketing purposes). Not suited: I imagine if you are doing more B2C type sales, this might not be perfect, but I'd still try it out and see if it's a fit. This CRM is amazing.

HubSpot: Where Efficiency and Profitability Combine in One CRM.

Overall Satisfaction with HubSpot CRM