Item: HubSpot CRM
Rating: 8
Author: Mark Hautala

Use Cases and Deployment Scope

We use HubSpot to message and call prospects where we can have a system of record for all touch points. We also use it to keep lists from conferences or where we run marketing campaigns. It’s able to be used to dial out calls and to have sequenced steps for email, call, LinkedIn, etc.

Pros and Cons

Source of record
Easy to use
Allows for marketing capabilities

The mobile app is not as easy to use as desktop
Better LinkedIn integration
Better visibility into the thread content of what’s being sent

Return on Investment

Reps are able to see interactions that have happened
Can actually forecast your pipeline
Less time spent on manual tasks

Usability

I like the ease of use compared to Salesforce CRM. It is easier to send and modify emails than Salesforce. HubSpot also allows the user to create and modify sequences that I was unable to do in Salesforce. It’s a one stop tool that doesn’t need others plugged into to make it worth using

Alternatives Considered

Outreach and Salesforce Lightning Platform

I enjoyed using Outreach as a CRM too. Many of the functions work well for both HubSpot and Outreach. I personally like how Hubspots customized fields, messaging and calls work the most. Salesforce is more universally used for larger corporations and has more fields offered. Outreach and HubSpot allow better messaging, calling, and sequencing than Salesforce

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

Chorus by ZoomInfo, ZoomInfo Engage, ZoomInfo SalesOS

Likelihood to Recommend

Great for recording calls and having a record of emails and responses that are sent/received. I like the task feature and how it can be used to set reminders of when and how to follow up with people. It works well for others who have HubSpot within the organization because they can see anyone who’s been contacted and the response they received

Better prospecting with HubSpot

Overall Satisfaction with HubSpot CRM