Item: HubSpot CRM
Rating: 9
Author: Verified User

Overall Satisfaction with HubSpot CRM

Use Cases and Deployment Scope

I use HubSpot CRM to connect my data, teams, and customers on one platform to help grow my business. We use it to manage the entire sales process, from initial outreach to contract closing. I like how I'm able to get an up-to-the-minute view of my entire sales funnel on a slick dashboard that allows me to sort deals won and lost, appointments scheduled, contracts sent over, and track performance against quotas I set in one simple view. I like how I'm able to track customer interactions automatically, syncing with Outlook to capture every call, email, or meeting as it happens.

Pros and Cons

Pros

Ease of use - slick dashboard view of my entire sales funnel allows me to sort deals won and lost, appointments scheduled, contracts sent over, and track performance against quotas I set in one simple view.
Real-time data - tracks customer interactions automatically, syncing with Outlook to capture every call, email, or meeting as it happens.
Lead management - every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes, so I never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off.

Cons

The one area they need to fix is adding the lead source. Despite adding a lead source, I still get reminder emails and find the space empty, only to add it once again. This is becoming irritating. This issue couldn't be resolved despite our IT team trying to fix it. They need better UX or templates to change the mood or the look and feel. Adding details all day every week can be boring. Themes can help fix the mood. Apart from the above improvements, I don't find any other areas to improve in the next release.
This solution could be improved if it offered more opportunities to customize how it is used, including adding different rules.
Ability to add contacts to multiple cadences at the same time.

Return on Investment

Shorter deal cycles.
Revenue growth.
Lead generation.

Usability

I have used Salesforce, Salesloft, Outreach, and SugarCRM and HubSpot is by far the easiest to use! I like how I'm able to get an up-to-the-minute view of my entire sales funnel on a slick dashboard that allows me to sort deals won and lost, appointments scheduled, contracts sent over, and track performance against quotas I set in one simple view. I like how I'm able to track customer interactions automatically, syncing with Outlook to capture every call, email, or meeting as it happens.

Team Alignment Benefits

The solution has made an extremely positive impact between sales and marketing. I like how you can schedule when you want your ads and your emails to be sent out to your clients. You can track your client pipeline; you can see who viewed your messages and who hasn't, etc.

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

Salesforce CMS, Sugar Sell (SugarCRM), Salesloft

Likelihood to Recommend

Right now, HubSpot CRM fills my needs. The solution is good for marketing, and you can schedule when you want your ads and your emails to be sent out to your clients. You can track your client pipeline; you can see who viewed your messages and who hasn't, etc. I feel that HubSpot CRM is adequate for my need, but if the solution has the functionality of not needing to input your password every single time you log into the platform, then that would make it better. The solution would go a long way if that could be incorporated into the new version of HubSpot CRM.

HubSpot CRM Feature Ratings

Comments

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HubSpot CRM is the by far the easiest to use sales tool.