Item: HubSpot CRM
Rating: 10
Author: Josy Queiroz

Use Cases and Deployment Scope

I currently use HubSpot to follow up on my leads and send quotations. I miss the possibility of contacting them directly by WhatsApp, inside of HubSpot. HubSpot is an easy system that allows me to organize the sales routine and take care of my clients and potential contracts efficiently.

Pros and Cons

Create task.
Send emails.
Calls
Filter potential clients.

Button to WhatsApp with possibility of send message direct.
Possibility of create templates to WhatsApp.
Possibility of create a quotation direct in HubSpot.

Return on Investment

Positive: we can filter bad and potential clients.
Negative: increase the number of bad clients.
Positive: control of the new and currently clients.

Usability

Hubspot is more simple, more easy to work in the day-by-day. We have all information of the client in the same page, and possibility of know if them checked or not the email sent.

Alternatives Considered

Use Hubspot was determined by directors for all sales teams to increase the number of potential clients so we can do a better follow-up.

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

Likelihood to Recommend

When I have potential clients, Hubspot can create tasks, and I can follow these clients, increasing the chances of closing a contract. But, contacting these clients by WhatsApp is more complicated, because I should save this person in my cellphone and send a message by WhatsApp Web. It would be more straightforward if I had a button in Hubspot.

New Opportunities.

Overall Satisfaction with HubSpot CRM