Item: HubSpot CRM
Rating: 9
Author: Abbie Nale

Use Cases and Deployment Scope

HubSpot is a great CRM tool that easily stores customer information, pipeline data, reporting information, etc. I have only touched the surface of what this tool is capable of. The add-ons and integrations simplify processes and create efficiencies that I didn't even know were possible with today's tools. As a user of the product, I appreciate having both a desktop version and a mobile app to use when I'm on the road.

Pros and Cons

Tailored reporting functions.
Ease of use.
Stores data very well.

When sending emails inside of HubSpot, I would like the ability to use my true email signature with the company logo.
Sometimes, accounts are duplicated due to multiple email addresses, creating redundant accounts and confusion.
Connecting to the external email is excellent, but sometimes it populates accounts, that weren't meant to be added into HubSpot.

Return on Investment

Sorting customers by industry or region allows me to capture audiences based on certain events or tradeshows.
A communication log is great for keeping track of conversations and following up, setting tasks and reminders with a spot for all of the recent information.
Visibility to creation date and last activity date help keep up with customers and who we haven't heard from in a while / who we should contact.

Usability

HubSpot is much easier to use then the other CRM Software I have used in the past. It is easy to see the account activity, owner and length of time from the last contact with the customer. This also is a great place to store specific customer data, that typically doesn't have a home.

Alternatives Considered

Salesforce Lightning Platform and Salesforce Service Cloud

Salesforce required extensive training classes for all users before being given a login. Also, the information needed to create customers was not wholly relevant to our business, so there were times when answers had to be populated with default information, and so that would be incorrectly represented in the system.

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

ZoomInfo SalesOS

Likelihood to Recommend

The ease of use is the best part. It didn't take much time to learn the basics and start using the HubSpot. Other CRMs I have employed in the past required extensive onboarding and training sessions before you could begin using the program. Granted, there are a lot more advancements that HubSpot has, and that having training would be great to capitalize on all of the additional functions, but in the normal day, it is easy to use and has everything I need.

I'm a fan of HubSpot.

Overall Satisfaction with HubSpot CRM