Item: HubSpot CRM
Rating: 10
Author: Elina Miller

Use Cases and Deployment Scope

Our organization uses HubSpot CRM to track and manage all of our leads, client and projects (deals). The main business problem that this product addresses is the tracking of prospects and clients, originally we were tracking everything on paper but HubSpot allowed us to automate a lot of the process with their CallRail, email and website integration capabilities. Now all of our leads are automatically imported and we can track them through the sales process efficiently.

Pros and Cons

App Integration
Exporting Data
Easy to learn

Outlook app often disconnects on it's own
No ability for a combined deal with customer view
Minor glitches from time to time (but they do a great job of letting you know it's a known issue on the site and that it's being worked on)

Return on Investment

Shorter Deal Cycles
Easier to reach back out to clients
Easier to track how long it's been since the last contact with a prospect

Usability

I have not personally used any other CRM before but found HubSpot to be very easy to learn as a complete beginner. In addition to the easy learning process, it's been very easy to use on a daily basis. Their free online courses on the software were fantastic and I believe they make it simple for anyone with any experience level to learn how it works.

Team Alignment Benefits

Unfortunately we do not use HubSpot for marketing purposes, only sales but having used the software and having gone through the training I know that it makes integrating sales with marketing quite simple. You have the ability to chose which of your leads are qualified as marketing leads so you do not pay to market to leads you are not confident about.

Alternatives Considered

I have not used any other CRM aside from HubSpot. The company's decision in selecting HubSpot was based on the recommendation of our marketing company who had used it in the past and was familiar with it. Upon completing the training, I agreed that it would be a great fit for the company due to 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?

Yes

Would you buy HubSpot CRM again?

Yes

Other Software Used

CallRail, QuickBooks Online, Microsoft Teams

Likelihood to Recommend

I believe that HubSpot is very well suited for both smaller and larger businesses. In our company's case the marketing capabilities are not needed so it may be an even better fit for companies looking to market within the software as well. It believe it would work particularly well for companies that need to assign deals or clients to specific employees which we don't do.

Fantastic CRM for Any Sized Company with Any Experience Level

Overall Satisfaction with HubSpot CRM