Item: HubSpot CRM
Rating: 7
Author: Cody Kozuch

Use Cases and Deployment Scope

We use it to organize our prospects and log outreach & follow up information. This helps us stay organized throughout our customer cycle.

Pros and Cons

Outreach reminders
Reports and daily tracking
Quick snapshot of your day

Organizing tasks
Hubspot creating accounts/contacts when it shouldn't
Limited use cases for beginner users

Return on Investment

Increased Sales Rep usage
Increased customer outreach
Pipeline management

Salesforce was easier to navigate, but Hubspot has some great features. The one problem that keeps occurring is that it automatically creates new contacts/accounts even when I add a specific email to a company profile

Alternatives Considered

Salesforce Experience Cloud and Salesforce Einstein Bots

I was at Salesforce previously and my new company uses 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?

Yes

Did implementation of HubSpot CRM go as expected?

Would you buy HubSpot CRM again?

Yes

Other Software Used

Google Sheets, Microsoft 365, Hunter

Likelihood to Recommend

Has helped us stay on track with our outreach

Customer Organization is KEY

Overall Satisfaction with HubSpot CRM