Item: HubSpot CRM
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

We use it to organize our business development, sales, and marketing processes, manage contacts, social media, and feedback currently. We look to continue to expand how we use HubSpot and simplify as many processes as possible.

Pros and Cons

Contact Management
Deal Management
Object Associations

Automation Capabilities
Reporting Capabilities
It'd be nice to be able to create contact cards that are easily transmitted to others - whether inside or outside the organization.

Return on Investment

More transparency within processes
Increased availability of information
Increased ability to visualize direct results

Usability

It's fairly quick to pick up and use with regular use. However we have had some issue with buy in, I think the interface may be slightly intimidating.

Alternatives Considered

monday marketer and Copper

I think for our purposes HubSpot was the simplest solution that we found that encompassed the most uses.

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

Deltek Ajera, Microsoft 365, Adobe InDesign

Likelihood to Recommend

I think it does really well with organizing and linking all the information entered into it, but I think the ability to draw information out of the software could use some work, in terms of the reporting, pulling certain filter criteria for workflows and sequences, etc.

Solid, high value software

Overall Satisfaction with HubSpot CRM