Item: HubSpot CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

Hubspot is our main CRM assisting functions across the business from Sales to Marketing. This program allows us to streamline our service to clients, ensuring that all touchpoints are well-documented and visible across the organization. We are also able to ensure that the sales process is clean and easy to understand through the use of Dashboards, deals, and tasks. The ability to set up sequence emails and re-targeting emails are fantastic, and it's extremely easy to customize them to each individual client these get sent to.

Pros and Cons

Sequence emails.
Gmail integration/calendar integration.
Easy to teach the basics but hard to master the intricacies.

Integration with our phone system (3cx).
Recent change of fonts but not streamlined across the whole platform.
Ability to track commissions and sales in hubspot for better visibility.

Return on Investment

Increased sales rep adoption.
Increase revenue and decrease churn.
Increase onboarding.

Usability

Easier to use and more visually appealing. I find it's easy to learn the basics quickly and teach my team the basics but sometimes is some trial and error to get workflows, etc, working how I need them to.

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?

Yes

Would you buy HubSpot CRM again?

Yes

Likelihood to Recommend

Great for marketing sequence emails Fantastic for pipeline building and tracking sales We have workflows that pass the business from acquisition - onboarding - to account management for a streamlined process Visibility of all communication with the business owner.

Increased productivity.

Overall Satisfaction with HubSpot CRM