Item: HubSpot CRM
Rating: 9
Author: Jared Barnard

Use Cases and Deployment Scope

I live by my tasks. It helps me make sure I follow up when I say I will (both time and date). I'm able to segregate my tasks by time zone which helps me being more efficient at calling at the right times. This also is huge for reporting and creating dashboards to see what works and what doesn't.

Pros and Cons

It tracks emails including opens, clicks, and keeps a great log.
I love how they give you options to build your own reports as well as some templated reports as well.
It creates an easy way to work with your colleagues even if its remote positions.

There are some limitations on report building. They need to have more options to add to the x/y axis
There needs to be a more simple amount of time zones. They don't just have one per time zone currently which doesn't make a ton of sense.
It seems to go out a lot. It usually doesn't take long for it to be fixed but still concerning seeing how I need it or else I can't do my job.

Return on Investment

Very clear visibility to how each rep is doing.
Better organization on progressing leads and opportunities.
I like how you can change the forecasting based on industry and close rate for the rep.

Usability

I have used a lot of other CRM's in my time. HubSpot I would say was the easiest to learn and has the best things especially for new CRM users. I would say it may not be as advanced as other CRM's but for startups and other new employees it is super simple to pick up and go.

Alternatives Considered

SalesRabbit

I can't remember the names of the other CRM's I have used in the past but HubSpot I would say is the cleanest and most user friendly. SalesRabbit I would say has the advantage for being better to use on a mobile device. I do not like the way HubSpot looks or how I am able to use it on my phone.

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?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Other Software Used

Clari Copilot, Google Calendar, Google Sheets

Likelihood to Recommend

I overall really like HubSpot. I think it is very user friendly and easy to learn as you go. I became a manger leading a team of SDR's and really had to figure out the best reports and dashboards to build without any help. I was able to do it without having to google outside of HubSpot on how to accomplish something more than 1-2 times.

9/10 would recommend

Overall Satisfaction with HubSpot CRM