Item: HubSpot CRM
Rating: 10
Author: Michel Saumure

Use Cases and Deployment Scope

Hubspot is the core of our CRM/Sales system... tracking clients and prospects, on-going interaction, follow-ups and the ability to assign account 'owners' with the responsibility of keeping the information up-to-date. We use it across the organization as an all-encompassing repository of everything we know about the people interested in our solutions. From task lists to sending emails, making call, scheduling Teams session, Hubspot is the first thing I open in the morning and use it throughout the day to track progress. Management automatically has access to KPI dashboards and I also use it to manage my goals. It is an awesome tool that is an essential part of growing my business !

Pros and Cons

ability to call, email and create Teams sessions directly within Hubspot
knowing when the emails I sent are being opened and links are clicked
the reports and dashboards which give me the tracking capabilities against my goals

the ability to set default parameters at the user level instead of just corporate licence level

Return on Investment

better individual and corporate view of the business metrics progress
better tracking means less 'missed deadlines'

Usability

I have used other CRM but not to the extend that I currently use Hubspot - this in itself talks about the value I get from using it daily !

Team Alignment Benefits

although I'm still not using the marketing aspect as much as I could, I see that it could facilitate the lead generation with features like Sequence Automation... to be followed

Key Insights

Do you think HubSpot CRM delivers good value for the price?

Not sure

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Other Software Used

Laserfiche, Cascade CMS

Likelihood to Recommend

As with all CRM, there is a learning curve in the first few weeks before being comfortable with all the options that are available. The initial setting up of links to Office, Outlook and other sofware for example is quite easy to complete and within a few weeks, it all becomes natural and simple to use

Hubspot is a comprehensive, efficient and powerful tools for any sales reps !

Overall Satisfaction with HubSpot CRM