Item: HubSpot CRM
Rating: 9
Author: Tarandeep Singh Bawa

Use Cases and Deployment Scope

I use it in b2b and b2c deals, and all in all, so far, it's too good as we have different states and filters to track the data. We can segregate accordingly. The only problem I face is we can't segregate the date into DNP, not answering and not answering from the beginning. These stages are not there so at least we can keep the deal accordingly.

Pros and Cons

Deal stages if we have to compare what customer is doing.
And track the records of the day by the use of filters.
We have two views to view the data one is in stages wise and and one view all deals together that's what I like.

So, basically, if we create any filter and save it into a new sheet of CRM, it will automatically get deleted after a few days. This needs to be improved.
As I've mentioned before, deal stages can also be easier to access for DNPs, not answering ones, and on hold ones so that we don't have to call them again.
We can also improve the CRM part. Although it's still a bit complicated to understand at first, we can make it easy to use.

Return on Investment

We can raise the tickets easily from HubSpot only. There is no confusion about that.
There is difficulty raising tickets from Hubspot as once it is resolved, we will not be able to check again on the deal overview that needs to be solved.
HubSpot is very good compared to Salesforce and Zoho, as I have worked on all 3 till now.

Alternatives Considered

Salesforce Mobile and Zoho Assist

HubSpot is different as it allows us to see all deals as we wanted to compare to others as other apps don't have those features Hubspot has to view deals in different views and make it according to your pipelines the way you want to see the deals and data track the daily reports very easily and review our own performance for the day to grow more.

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

Sales Force Assistant, Zoho Assist

Likelihood to Recommend

So there was a deal I was not able to find in all pipelines, basically in all deals view. Then I shifted it to a deals stages-wise view. It helped me understand how many deals I have in follow-up stages to keep following up on time. I will not miss any follow-ups, especially the ones that are very important to take. So that's what I like about HubSpot: they have views.

Hubspot review.

Overall Satisfaction with HubSpot CRM