Item: HubSpot CRM
Rating: 10
Author: Lee Meunier

Use Cases and Deployment Scope

We utilize HubSpot for customer facing estimates and and internal tracking of customer data. We utilize the platform company wide with full implementation in the last few months.

Pros and Cons

Beautiful estimates/quotes
vast selection and customization of contact/deal/company properties to stay on top of information
Very good customer service

Further customization to the estimate template (ie separating products/services and incorporating better mathematics into the "line items" section
Expiry date and view ability of quote not being the same thing
better integration with MS office/sharepoint

Return on Investment

increased sale s rep adoption
increased ability of communication
professional customer facing quotes

Usability

its a big program so it takes a while to learn but its great once you have a handle on it

Alternatives Considered

Salesforce CMS

we migrated from Salesforce

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

very well suited to any company whom is interested in logging a great deal of customer data and having some of it like emails, easily populate in a central location for all sales people to view without calling or asking around for more customer details. Everyone stays on the same page.

If your sales team prefers to hold their customer data close to chest, it will be difficult to utilize the CRM as it was intended.

Excellent product/service. Very happy with the implementation of HubSpot

Overall Satisfaction with HubSpot CRM