Item: HubSpot CRM
Rating: 9
Author: John Sullivan

Use Cases and Deployment Scope

We use Hubspot from a sales perspective to help automate and streamline the way that we prospect. It helps us stay organized in our daily call, email, and LinkedIn activities. Currently we have all of our reps, as well as BDRs leveraging the tool with the ultimate goal of generating pipeline.

Pros and Cons

Organization of daily prospecting with the tasks tab.
Ability to easily customize outreach to prospects through templates without spending a lot of time.
Good visibility of engagements/activity with prospects when you click into a contact

Built in call recording to tasks
Way to more easily identify someone as a contact that’s been engaged vs a prospect
Automatically take other people from a company out of sequence when one person responds. Or make it an easy option

Return on Investment

Automation helps to save time so that we can reach out to more prospecting or save time that can be spent on more strategic sales tasks like deal management
Visibility/collaboration helps connect marketing and sales efforts vs them being siloed
Connection with Salesforce helps us to get more out of our CRM spend as we have valuable data insights coming from Hubspot

Usability

Hubspot is an extremely user friendly tool for our sales team, as opposed to some of our other tools being leveraged. It’s very easy to navigate and I believe that’s due to the structure of the tabs up top being able to easily organize things. It’s also unique in that both sales and marketing can live in the tool.

Alternatives Considered

Outreach

Hubspot has been more robust for us as a tool due to the fact that marketing also lives in there with us. Both tools have great prospecting functionality, but the big thing for us has been the ability to have better aligned efforts and visibility with both sales & marketing working in the same space.

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

Salesforce CMS, LinkedIn Sales Navigator, Gong

Likelihood to Recommend

This has been an extremely valuable tool for our sales group. It’s a great product to leverage for all things that go into creating pipeline, and also allows for us to have more cross-functional collaboration with our counterparts in marketing. I think this is really a good solution for sales and marketing teams that are doing a lot of outbound prospecting/hunting.

Great tool for connected Sales & Marketing Efforts

Overall Satisfaction with HubSpot CRM