I use HubSpot CRM to manage my sales pipeline and get verified results from my contacts. A problem I had before using HubSpot was not knowing if my emails were being opened and referenced multiple times by the recipient. Knowing this allows me to set scheduled emails based on opens, and it also lets me know a specific time for a follow-up call or email.
Pros
Tracking
Organization
Automation
Cons
Company vs individual set up.
Customization
Avoiding blacklisting/spam.
Likelihood to Recommend
If you want verification of the contact's actions and understand the value of tracking your reach, you will definitely like using HubSpot for your CRM. The price point is excellent as well. I enjoy creating a contact quickly, adding the company info, starting my communications, and watching the results. This CRM gives me time for follow-up calls and emails based on user tracking.
VU
Verified User
C-Level Executive in Professional Services (Oil & Energy company, 1-10 employees)
The CRM keeps everything in order from top of sales to bottom of sales funnels. I use it to classify cold to warm to hot leads and finally sales. You can see the sale number, the importance and next steps, which make it very easy to stay on top of client accounts.
Pros
Classifications of Deals
List Views
Organization of Notes
Cons
The tagging feature needs work
It is sometimes slow as a program
Takes a little bit of time to get used to
Likelihood to Recommend
It's very suited to tie cold leads into a CRM database and start to filter out them using Hubspots automations. I would definitely look at recommending it to people since it does the work for you and keeps the right clients top of mind. It is less appropriate when you we are scheduling something on calendars, hhubspot doesn't have that feature.
VU
Verified User
Team Lead in Sales (Mining & Metals company, 1-10 employees)
We utilize HubSpot for customer facing estimates and and internal tracking of customer data. We utilize the platform company wide with full implementation in the last few months.
Pros
Beautiful estimates/quotes
vast selection and customization of contact/deal/company properties to stay on top of information
Very good customer service
Cons
Further customization to the estimate template (ie separating products/services and incorporating better mathematics into the "line items" section
Expiry date and view ability of quote not being the same thing
better integration with MS office/sharepoint
Likelihood to Recommend
very well suited to any company whom is interested in logging a great deal of customer data and having some of it like emails, easily populate in a central location for all sales people to view without calling or asking around for more customer details. Everyone stays on the same page.
If your sales team prefers to hold their customer data close to chest, it will be difficult to utilize the CRM as it was intended.
Sales process and customer relationship management. Regular reporting and sales analytics on leads, contacts, and deals. Easier to manage contacts and deals than other CRMs.
Pros
Dashboard customization
Lead management
Sales analytics
Cons
Activity reporting
Clunky reporting
Clunky dashboards
Favorited dashboards are not shown at the top of dashboard list
Likelihood to Recommend
Currently running analytics on lead management. Response times are easy to track. Sales activities vs contact activities. Reporting does not track time spent in each stage though.
VU
Verified User
Contributor in Sales (Oil & Energy company, 51-200 employees)
HubSpot CRM is primarily being used by our sales and proposals organization. It allowed us to move from a network system into a cloud-based system, making access significantly better for our remotes salespersons. Additionally, we allow other department leads to view the dashboards for free so they can see some hit rates and other metrics.
Pros
Log calls.
Easy to use.
Sales Activity and Win Rate Dashboards.
Cons
Quote tracking can be clunky.
Not "if" based customizations when used with quotes.
Built-in quote system doesn't work for custom products.
Likelihood to Recommend
It's a very easy-to-use system that is highly effective for a moderate-sized organization that does not need all the bells and whistles of the more expensive customizable systems. We needed a system that took us to the cloud and allowed our 5-person sales team to easily log information and reports. These reports are only reviewed by one or two people. It took no more than a week to get the system up and running, which was amazing. The data tracking of wins and activities is seamless to implement and helps with our oversight of the sales department.
HubSpot CRM is being used in our sales and marketing departments to engage with our B2B customers/prospects via email, social and web marketing. Another big plus to the HubSpot CRM software is the ability to integrate with Salesforce. Our company relies on these integrations to collaborate with our sales team. We are currently using the HubSpot software to share insights with our sales team and gain knowledge about our customers. Perfect product for sales and marketing!
Pros
Love the reporting features to share with management and sales team.
The insights gained about prospects and customers journey through our digital media is priceless.
Easy to use for our sales team is key! I have heard nothing but positive feedback about data input.
Cons
Maybe create a few more learning materials for remote employees.
I really like the tasks area but most of our guys do not like the workflow.
The contacts area is killer. Keep up the good work.
Likelihood to Recommend
The main area of focus for selection of a CRM software is integration and data. Does the software suite integrate with XYZ software that is being used at your company? Does the CRM software help sales find more info about prospects and customers? Can the CRM software easily be scaled to meet growing demands for B2B markets? Finally, does the software offer intuitive teaching resources for further education? We have noticed exceptional adoption rate with our sales teams in regards to the HubSpot CRM product. It helps with the cost factor which was a problem with our home grown CRM product. We also use Salesforce.com for a lot of other tracking and data input.
