Item: HubSpot CRM
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

Hubspot connects are entire company. It's how we keep track of clients, job stages, and communicate amongst our staff and customers. The business problems Hubspot solves for us is mainly making sure no customer falls of track. When you get 20+ inquiries daily sometimes it's hard to make sure everyone gets accounted for. With Hubspot's sequences and different automations that they offer, the system does a lot of the follow up process for us.

Pros and Cons

Sequences. The automatic email follow up if the client doesn't respond.
Tasks. Reminding me to follow up with people that want to talk 6+ months later.
Deal Pipelines: Helps have an organized overview of all of my active projects.

Different color options. Tired of looking at orange. I want to be able to personalize my portal to be more aesthetically pleasing.
Integration with specific platforms. Proposify to be exact. Need to be able to integrate our financing and contract platforms.
Combining contacts. Want to be able to have 2 people seen as one but still be able to have the email associated with the correct first name. For example, husband and wife.

Return on Investment

Automations have increased our sales rep adoption
Analytics have shortened our deal cycles therefore making us more deals because they get over the line faster.
Helped make sure no customer falls off track. Saved countless deals from never going through

Usability

Hubspot is far more tailorable when it comes to user preferences. It's so far been one of my favorite platforms to use. There are quite a few things I would change about it but as far as a platform that covers 85% of our businesses needs, can't go wrong with that.

Alternatives Considered

SOLO LLC

Solo was a lot more user friendly and had a much better presentation process but it also had far less detail. For some sales teams that's exactly what is needed. When you're dealing with a larger volume of clients, it's helpful to have as much detail as possible. The end.

Key Insights

Do you think HubSpot CRM delivers good value for the price?

Not sure

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

Formstack for Salesforce, Slack, Proposify

Likelihood to Recommend

Hubspot has been incredibly helpful when it comes to keeping the whole organization on the same page. With this platform I'm able to keep our accounting team, engineering team, project management team, HR, marketing, field operations, and service team all on one site. Only thing that would make it better is if there was a group messaging part of the platform so I can direct message a teammate without switching to another app

Comfortably Content

Overall Satisfaction with HubSpot CRM