Item: HubSpot CRM
Rating: 9
Author: Ada Bashir

Use Cases and Deployment Scope

HubSpot CRM is a very useful tool for CRM. I have used the tool for lead generation, marketing, and sales campaigns. You can customize the tool at your own convenience and also create workflows that suit the current market trends. The tools send an automated email reminder for the tasks that one creates and also at the end of the day you can your work progress in the dashboard. You can also generate as per need and present the data to management in a very simple yet understandable manner. There are also various fields present that you can add to your leads and based on that you can also customize the required action that you need to take. There are automated works flows present that sends the email sequence and once the sequence ends it sends you an email to start the calling tasks. The tools also help you to create a task that you might need after a year or a few months. It is the best tool for all your sales and marketing needs. You can add playbooks also that your team follows to it the tool.

Pros and Cons

It is a CRM tool that store leads
Send out automated email sequences
Send you the reminder emails about your tasks
Create workflows
You can apply filters based on the workflow that you are working

Needs a feature where task editing could be done in bulk
Merging Companies should be automated, if the CRM recognizes a sister company
It should show not allow any other users of the same team to work on the lead that other team member has work within 24 hours

Return on Investment

It has been positive. The work became easy as the tool has a good UI
I can edit the sequence as per my need, so I was able to make better outreach
I did not miss my calling tasks as the tool sends an automated reminder for each task
It helps me to keep track of the emails sent and helps me check the open rate click rate , meetings booked etc

Usability

Easy edits of workflows, sequences, and tasks. I can easily add various fields to my contacts which was not an option in some other CRMs. Bulk editing is the best feature of the tool which other CRMs lack. You can integrate your calenders and emails with the tool without any hassle. The tool customization is very easy as compared to other tools

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

Microsoft 365, Basecamp

Likelihood to Recommend

As a small business, we explored other tools for our CRM, but with each feature, the cost of the tool increased. When we switched to HubSpot CRM, it gave us those features at a very low cost. The tool is very easy to use and the UI is also very good. It helps you to put the filters as per your need and this makes the work more easy and less hectic

Revealing the Potential of Inbound Marketing and Sales as a Powerful Tool

Overall Satisfaction with HubSpot CRM