Item: HubSpot CRM
Rating: 9
Author: Nico Pacioni

Use Cases and Deployment Scope

I use HubSpot to keep my flows in check. Our software has different use cases across a number of different industries. So the ability to be able to rapidy shift through different pipelines even while in third party applications is incredibly useful. I also use the template feature quite often. This, paired with the other useability functionality that I have already mentioned, has allowed me to continue increasing my outreach frequency as I have learned more about the platform.

Pros and Cons

The Gmail plugin is excellent, I wouldn't change anything about it
Seamles integration with callendars has made scheduling and reporting a breeze
Sales Analytics page helps keep my team on track and performing

When assigning contacts to deals, show other emails with the same domain for easy adding
The merge deal feature is very particular and has led to a bit of confusion
There should be a way to rapidly select a number of companies and arrange them in a parent/subsidiary like fasion

Return on Investment

HubSpot has shed light on our consultants true engagement levels, allowing for coaching
We have experienced shorter deal cycles as we have continued to train on the pipeline stages

Usability

HubSpot is the best I have used yet, but there is a lot of room for improvement. Namely navigation is a bit tricky. I have found that by clicking through in the wrong order, I may have to manually return to where I was before. This absolutely destroys productivity. With where browser speed is at at this point, your team should considder adding more than one 'back button' after editing pages. Why? Because when I add a deal to a contact and their business, I don't want to go back to deals, I want to go back to contacts- in one click- no scrolling.

Alternatives Considered

Airtable

Hubspot blows Airtable out of the water, and why wouldn't they? Airtable is what I reccomend to folks that are just getting their start, and dont't know if they are ready to go all-in on a CRM solution yet. Once they are, I push them to HubSpot.

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?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Likelihood to Recommend

Hubspot is great because of its versatility, but I franky believe that it is simply too much for some people. While I unserstand that you can pare down your functionality to a more approachable CRM, but frankly, there are many people who will be confused by the sheer existance of many of the additional features. Contrastingly, if I am talking to a tech-literate individual that is looking to maximize data collection while also driving large amounts of outreach- thats when I reccomend HubSpot.

HubSpot: A Great Product

Overall Satisfaction with HubSpot CRM