Item: HubSpot CRM
Rating: 9
Author: Abraham Murphy

Use Cases and Deployment Scope

All of my business emails, phone calls, and meetings log into HubSpot. We previously used SF but were setup to manually notate each of these. Automatic logging and associating of my activity allows me to focus on my primary goals, involving selling. I frequently reference HubSpot for context related to previous interactions and contact information. The UI is setup for painless navigating.

Pros and Cons

Logging of emails
Organizing notes
Collecting contact's info
Creating single unified resource for account research
Prompting for post-call logging automatically

Mobile Outlook emails do not automatically BCC tracking address
Mobile App should allow for individual user customozation
Is there a News notification for logged accounts?
At least in our setup, I'm unable to view my entire inbox/outbox. I'd love to solely live in HubSpot land.

Return on Investment

Friction day-to-day reduced from previous CRM used
CRM implementation far more seamless
I wish their was a comprehensive dashboard for each account, formattable to allow for quicker analysis.

Usability

Far superior. The SF CRM we used, well I hardly used it, was not user friendly whatsoever. I would manually track everything. There was not a routine process at our company. It was essentially like keeping a paper and pen journal. HubSpot's integration capabilities are far superior and while there can be improvements made, I strongly prefer it.

Alternatives Considered

Salesforce Essentials

HubSpot CRM offers a user-friendly interface and robust marketing tools, making it ideal for small to medium-sized businesses. Salesforce Essentials, while powerful, can be more complex and better suited for larger organizations. We chose HubSpot CRM for its simplicity, integrated marketing features, and cost-effectiveness, aligning perfectly with our team's needs and scale.

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

Demandbase, Salesforce CMS, Tableau Cloud

Likelihood to Recommend

I'm excited to begin leveraging the sequences, but need to establish these. I'd love to see a Chat GPT API/Add-on. I wish I could take virtual meeting within HubSpot and have the calls notated and organized by AI. I have two business emails. The second is not capable of being connected to HubSpot - but this is our issue. Not able to add/change associations within HubSpot Sales for Outlook on all of my emails.

Watch out Salesforce, your seat on the CRM throne is in question!

Overall Satisfaction with HubSpot CRM