Item: HubSpot CRM
Rating: 8
Author: Jieyi Rong

Use Cases and Deployment Scope

I use Hubspot to manage and monitor leads and companies.

Sending out Sequences, setting up WorkFlow, booking meetings, monitoring contacts' website behaviours, tracking support tickets, just naming a few I do in Hubspot.

Pros and Cons

Sequence
Workflow
Support

reporting
APIs
Links between contacts and companies. Some fields are only available in one and not another.

Return on Investment

cost saving
Increased sales rep involvement
automated many tasks

Usability

Hubspot CRM includes many features that if you use other CRMs, you have to pay for other products to do what Hubspot CRM offers.

Alternatives Considered

initially, it's the cost factor.
Now, I am used to Hubspot CRM and am doing more than what Salesforce used to let me.
The one thing I miss from Salesforce is their reports. Hubspot is a bit lack in that area.

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?

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

Other Software Used

Zoom, Slack, Zuora

Likelihood to Recommend

When setting up Workflows, some fields are hard to understand and hard to get correct data to filter. The support team is great, they get to the bottom of this and helped.
When I set up a workflow with Companies because I need the fields under companies to filter, but I want to email only one person of that company, I can't. Because contacts and companies have different fileds.

Hubspot is not perfect, but it gives me 80% of what I need to do better

Overall Satisfaction with HubSpot CRM