Item: HubSpot CRM
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

My team uses HubSpot CRM to keep track of contacts, book demos, and follow the progress of deals. We use the dashboards for reporting on both engagement and to keep track of the financial health of the organization. I am the sole member of the business development team, so I use HubSpot CRM for most of my daily tasks. I send sequences and track outreach that needs to be followed up on, make phone calls, tag coworkers into contacts that require their review, and manage deals in discovery.

Pros and Cons

allows follow up tasks to be created for a future date while executing a current outreach
makes filtering my tasks super clean and easy
tracks communication for contacts across a variety of platforms, and allows those comms to be filtered in or out of the view
incredibly customizable contact/deal/company pages & properties

sometimes the navigation makes no sense - why, when I delete a deal, doesn't it take me back to the last page, usually the contact I came to the deal from?
when I am working in a sequence, say I make a phone call and decide to unenroll the person on the other end. Even if I unenroll them before "save and complete"ing the call, it will still generate the next step even though they're removed. Makes for some confused (and occasionally angry) contacts.
I would love to see parent account abilities.

Return on Investment

shorter deal cycles - especially being able to send alerts to sales reps when deals haven't had a touch in X amount of time

Usability

I've used Groove/Salesforce and Salesloft prior to my experience with HubSpot CRM, so that is what I will I have to compare HubSpot CRM to. HubSpot CRM has a youthful and fresh appearance with enough power to get most of the things I need done. The way sequences are organized makes sense and prevents overlap and are easy enough to execute. Groove was a complete nightmare so anything is better than that, and Salesloft had it's hiccups as well. I wish the organization of customers (leads vs contacts, parent vs child account, etc) was more robust, but for all the features and functions it is a great tool, especially for startups.

Alternatives Considered

Groove, a Clari company and Salesloft

As I mentioned, HubSpot CRM is much easier to use than groove (anything is) but groove was a web based app and so there was no functional "back" button, among myriad other issues. Salesloft is great until it isn't. The gmail extension almost never worked, and the platform was constantly reorganizing where it placed things, retiring functions, etc, so there wasn't a lot of consistency in how we were able to use it. HubSpot CRM is a pretty clean interface and consistent in it's features with most of our needs.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Other Software Used

TextExpander, Slack, Asana, Navattic

Likelihood to Recommend

HubSpot CRM seems like a great place to help a business get off the ground. It's simple and user friendly, but also can be made more sophisticated as the needs of the user grows. It seems like once an org gets big enough to have accounts with multiple suborgs. or larger enterprise deals it could fall behind in meeting the needs of the users.That being said, CRMs like Salesforce are so beefy and complicated they usually require at least one full time admin, if not more, so having something that feels like the younger sibling without the additional labor price tag is great.

HubSpot CRM for Startups

Overall Satisfaction with HubSpot CRM