Item: HubSpot CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

I use hubspot to keep track of emails, and calls to customers, being able to quickly reference back to emails is key when on the phone with them. we are able to quickly identify conversations, deals, and any problems the customer may have had in the past and are able to quickly glance at the account and see how active they are.

Pros and Cons

Tracking emails
linking people to companies
being able to create follow up (tasks) that it will automatically remind you.

Aircall function can be inactive sometimes
logging a call it should automatically pop up the box to log it when you click make a call
being able to have a parent company and then link the locations back to them. then you can see all activity from one.

Return on Investment

linking email address to the customer being able to schedule reminders right there seems to help have the customer more involved
more consistant follow ups by using the task function.
being able to know if the emails are being opened or not.

Usability

it is user friendly. i do not have another one to compare it to but for me personally it has been a great tool to have. it has simplified and streamlined my process. it did take some time to plug everything in and have it the way i wanted it but once i accomplished that i was on the ground running strong.

Alternatives Considered

Pipedrive

hubspot seemed like the better fit. i was not involved in the full decision process but when i tried both i enjoyed the hubspot feel better and it was more simply laid out for us. i gave my feedback back to our team and they made the decision from there.

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

Other Software Used

Google Sheets

Likelihood to Recommend

it makes life easier for sure. being able to create tasks, send templated emails, have a record of everything for when something happens, or someone being on vacation can easily log in and see where the customer stands. the problem that i see is that some individuals will not take the time to set up their customers to really unlock the potential that hubspot can be.

First time CRM user review

Overall Satisfaction with HubSpot CRM