Item: HubSpot CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We use HubSpot to track our sales and renewal pipeline and see what deals are in what stages. We also use this in conjunction with our Marketing, as leads flow from our Hubspot-hosted website into our Sales funnel, and we track communication as the leads progress through the pipeline. We have automation in place that allows us to automatically assign team members tasks and send follow-up material to leads depending on their stage and length in the pipeline.

Pros and Cons

Lead tracking with custom stages.
Communication logging for all calls, website visits, and emails that are sent and received from leads.
Analytical insights about how deals are progressing in our sales funnel.
We are linking our renewal and customer success pipelines with sales pipelines after leads move to the won stages.

Creating custom sales dashboards based on meeting links are not easy or intuitive.
Reports take a lot of work to set up correctly, and sometimes, it isn't clear how to best generate reports based on how we've designed our funnels.
Sometimes the email tracking doesn't work for contacts which is frustrating.

Return on Investment

Clear idea of how much value we have in our pipeline.
Easily can forecast which deals are getting close to a sale and which ones are stalled.
Seamless integration with Marketing allows for automation that will save us time in the future.

Alternatives Considered

ClickUp, Pipedrive and Trello

It is more sales-focused and has more robust features that integrate with other areas of our business, such as the website, marketing, and automating tasks and follow-up emails. The other apps required more work as CRMs, whereas Hubspot seemed more plug-and-play.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

Other Software Used

Jira Software, PandaDoc, Apollo.io, Seamless.AI

Likelihood to Recommend

HubSpot is well suited for companies that do not have a really complicated sales process and don't need a lot of customization in the tracking of their deals. It is not suited well for companies that need sophisticated analytical insights on their sales and marketing processes because it's not easy for anyone without any previous experience to set up and configure the funnel and dashboards to have any useful reporting style.

HubSpot is a very Powerful Sales & Marketing Tool.

Overall Satisfaction with HubSpot CRM