Item: HubSpot CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

My sales organization uses HubSpot for many reasons. To maintain & organize customer records (company & contact). To distribute, track, & manage our email marketing campaigns. To create, distribute, track, & manage a variety of new & existing customer outreach campaigns. To forecast, track, & manage sales. To simplify & easily distribute important documents & information to our customers. To manage & develop our sales representatives, and help them use the HubSpot tools to grow their respective sales regions & customer bases.

Pros and Cons

With HubSpot Templates, it is easy to create, distribute, track, & manage personalized emails with unique content.
With HubSpot Deals, I can customize the properties & deal stages so they are relevant to our business & sales cycle. The interface is streamlined & intuitive, which means that my sales reps are more likely to engage and use the program regularly.
HubSpot Reports makes it easy to summarize and share critical sales information with our CEO & CFO, which they use to manage cash flow & expenditures.

We often find duplicate contact & company records. It would be nice if the program flagged duplicates and made us aware of them sooner.
HubSpot does give allow us to identify the individual contacts outside of our company who open & view emails.
Sequences are a little more complex & not as easy to learn as some of the other tools.

Return on Investment

Sales opportunity conversations have increased >50% YOY.
Active customer engagements have increased by>70% YOY.
Marketing email open & engagement rates have doubled YOY.
Sales rep productivity is up >30%.

Usability

The interface & programs are easier to use than Salesforce. Better custom capabilities and integration with other systems than NetSuite.

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

ZoomInfo SalesOS, LinkedIn Sales Navigator, QuickBooks Online

Likelihood to Recommend

HubSpot is extremely well-suited for companies & sales organizations that are in the growth stage. The program makes it very easy to communicate with current customers & prospects, manage sales opportunities & revenue forecasting, and the HubSpot extension is compatible with many of our other software programs (QuickBooks, ZoomInfo, LinkedIn, etc.) It may be less appropriate for large-scale companies that are past the high-growth stage and need systems that are more complex.

HubSpot Is A Must-Have For Any Sales Organization.

Overall Satisfaction with HubSpot CRM