Item: HubSpot CRM
Rating: 8
Author: Andrew Leshak

Use Cases and Deployment Scope

Deal management, contact management, we utilized sequences in the past but weren't super impressed with the tactics.

Pros and Cons

Easy interface, good reporting/dashboard building.
Customer integrations/new tech.
Updating rosters of people.
Calling feature is better than Salesforce.

Sequence tools are lacking, they're very baseline.
Navigating how to track website views.
Chat function on website.
Customer success team is tough to get ahold of for help.

Return on Investment

Pipeline has grown, ability to integrate with Outplay has helped.
Logging activity automatically.
Increased productivity from the team due to list management and filtering.

Salesforce is very heavy, they have more ability to dig deeper, but it is tough to have someone new navigate it and also build upon the dashboard to be able to do it. Additionally, salesforce has so many levels that it isn't best for an SMB type of client base.

Team Alignment Benefits

I can't speak to it, I manage sales and marketing, and overall the visibility is not lacking from what I have seen.

Alternatives Considered

HubSpot has more value for the money and the ability to onboard folks quickly. does not need a full team and sales ops, one person can onboard a sales function which makes a lot of sense when it comes to effectiveness.

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

Outplay, Notion, Slack

Likelihood to Recommend

For someone that can't afford Salesforce or has a less intensive pipeline/sales cycle (especially SMB candidates), HubSpot is phenomenal.

Good CRM for SMB clients.

Overall Satisfaction with HubSpot CRM