Item: HubSpot CRM
Rating: 10
Author: Dana Guinn

Use Cases and Deployment Scope

I use CRM to manage my incoming - new account management to existing account relationship building.

Pros and Cons

Marketing and templates.
Tracking daily activity for good time management via dashboard/kpi's.
Offers drip campaigns. for continued personalized marketing.
Date and time stamped for notes -navigation.

Show more options for sales and marketing to join together by making suggestions /tracking.
How to personalize the information to suit the user.

Return on Investment

Customer management helps with continued follow-up reminders - builds revenue growth.
Follow up is easier with notes on the file to save time.
Nice to have all information on 1-file for time saving which builds revenue.

Usability

Day to Day provides 1 stop place to manage and follow up and track customers and new business. Revenue could be added not sure if this is an ability of HubSpot or comes from the company.

Alternatives Considered

Salesforce CMS

HubSpot seems to be more intuitive and provides more options for marketing, drip campaigns, and tracking information as well as more dashboard info.

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

Microsoft 365 Business Premium

Likelihood to Recommend

CRM is well suited for account management for more going remote needs to make sure of personalized yet compliant information going back and forth is indeed the best.

CRM-Personalized- Intuitive Review.

Overall Satisfaction with HubSpot CRM