Item: HubSpot CRM
Rating: 9
Author: Rowan Kennedy

Use Cases and Deployment Scope

We use Hubspot as our main CRM at Relay42.

I track all the BDR numbers, activities and metrics on the BDR dashboard in hubspot. We also use Hubspot for our BDR sequences and tracking all engagements/interactions from prospects.

Pros and Cons

Building lists of contacts and accounts with very good filter functionalities
Easy to build sequences and enroll or unenroll new contracts
Very easy to build dashboards to track certain metrics, numbers or activities

You can't update your sequences in real-time. So even if you edit or update the messaging in the sequence the contacts that are already enrolled won't see the new changes/edits you made. Very annoying, especially for event outreach and follow ups.
You can only enroll contacts into sequences from the contact list page, so if you are on a contacts profile you can't enroll from an individual basis

Return on Investment

It's been fundamental to the business for getting activity out at scale and building accountability within the BDR team

Usability

Its super easy to build target list and customise the specific filters, much easier functionality than Salesforce.

Alternatives Considered

Its better than all the above platforms. Mainly because of the scaleability of the platform but also the ease of use

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Other Software Used

ZoomInfo SalesOS

Likelihood to Recommend

Its very well suited for building sequences, enrolling contacts, building target lists, building dashboards, tracking activities and data

The only thing that I personally think that stops me from given them a 10, is you can't make edits to your sequence in real-time. So if you make changes or edits to your sequence the prospects already enrolled and going through the steps won't see those changes they will only see the original messaging. This is very annoying when doing outreach as you can never update your messaging for contacts already enrolled, especially for events.

Very good platform for BDR outreach

Overall Satisfaction with HubSpot CRM