Item: HubSpot CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We use the HubSpot CRM to be out single source of data truth, and to help keep our notes and collaborations centralized in one place. It also acts as a source of information for data analysis, and progress monitoring. Most importantly we specifically use it to manage our pacing and full sales pipeline, along with some plugins to track emails and log/make phone calls.

Pros and Cons

Hierarchy of attributes is logical and intuitive
Logging integration with Gmail runs smoothly
Highly customizable fields

The back button in a browser does not take you to where you just came from, which feel disjointed
No obvious native functionality to keep data records clean
Sometimes logging doesn't include all areas that you expect it to automatically

Return on Investment

HubSpot gives us full visibility into our pipeline in an easily digestible way that make us all more efficient
The reporting capabilities help us to track our progress on the KPIs that we monitor without significant effort
It's the number one tool we use to make sure each opportunity ends with a closed loop instead of slipping through the cracks

Usability

HubSpot is the most usable CRM I've ever encountered. It's more intuitive than Salesforce and has a much more thoughtful structure than any of the homegrown CRMs I've ever used on a team. Especially as compared to homegrown, it's a much better organizational tool that keeps you accountable to yourself.

Alternatives Considered

Salesforce Starter

I was not a part of the initial selection process of HubSpot, but I will say that I'm glad we use HubSpot instead of Salesforce. The primary driving force for this is that HubSpot's base level layout if far more intuitive that that of Salesforce, and overall it seems like a more thoughtfully designed product from a UI/UX perspective.

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?

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

Qwilr, Google Drive, Slack

Likelihood to Recommend

HubSpot is a highly versatile tool, and is best suited for organizations that maintain good data practices and that have relatively good data health. It's customizable to a fault if you are a new organization who doesn't have established practices to save you from yourself!

HubSpot, a balance of coordination and versatility

Overall Satisfaction with HubSpot CRM