HubSpot CRM

Commentaires: I recommend to anyone who makes the investment: spend a week to LEARN the product using the HubSpot certifications (video tutorials, etc. - use the resources to know WHAT you now have in your toolbox!). Then, PLAN and SCOPE your on-boarding project together, as a team. Don't try to do everything at once, or even in concert over various departments. What one area of your business needs WILL affect the others.

Avantages: Intuitive, easy to use, great support, fantastic on-boarding staff, excellent knowledge base. Large marketplace of ancillary providers, but if you have any level of reading comprehension, you can follow KB and/or support instructions provided and do-it-yourself.

Inconvénients: A few missing features, but HubSpot has a robust community for those kinds of requests. Honestly, I love the software so much that I cannot even think of anything very serious as a con. Example: cannot personalize the URL for quotes in the Sales Module. Service Module is fairly new and could use some maturation of features.

Commentaires: HubSpot CRM is the absolute best sales tool on the market....and it's not particularly close. I've, unfortunately, worked for companies that use other, clunky CRMs, making it so much harder to do my job. Whether it's reporting, pipeline management, or simply contacting a client or prospect, HubSpot gives you all the tools, and then some, to crush your sales goals.

Avantages: The ease of use is fantastic, making for a simple, hit-the-ground-running kind of user experience. I also really enjoy the use of reporting dashboards and report builder. This helps me evaluate deal activity on a detailed, property based level that helps improve our sales abilities.

Inconvénients: No cons really. In my 3.5 years of using HubSpot, I've yet to hit a speed bump or find something that impedes my ability to manage and sell.

Commentaires: We are becoming far more effective as a sales team with activity and internal organization. We have a system that tells us who to contact, when, and in regard to what. HubSpot CRM is the most important piece of software that our company has and we couldn't go one day without it.

Avantages: Easy for all users to understand and use, but can be customized if needed. The contact timeline and deal filters are my favorite features of the CRM.

Inconvénients: There are no downfalls of HubSpot CRM. It is so easy to use, and can be used as out of box or customized to your needs. It's truly a great solution and one of the best CRM's in the world.

Avantages: Amazing customer service support. The success managers are extremely knowledgeable and answer emails quickly. They have made a huge difference. The interface is very user-friendly so my not so tech-savvy salespeople can still use the software. I like that new features are constantly coming out and that Hub gives beta options for users to test them out. The reporting functionality is cool although I do prefer excel mostly. It's nice that our marketing team can operate on the same platform (I am sales).

Inconvénients: I wish there was more customization. Not every company sells the same way so it would be great to be able to customize the deal section to match how we code/itemize our deals. We can do it to an extent but it causes a lot of user error. I also know that its open-source API but that's not helpful if you don't have an engineer. Because companies are based on domain, there are a lot of duplicate companies and, having a large database, it's a pain (nearly impossible) to manage. Also, the HubSpots Insights database is really bad. The information isn't accurate so we need to do data enrichment on our own. Same complaint with contacts. Lot of duplicates. There's no AI so, right now that's okay but I can see it being a problem as we grow.

Commentaires: Overall, Hubspot is an incredible software with more to offer than I originally thought possible in one system. While there's a lot of room for improvement, they make weekly updates to software. It's continually growing and getting better and it was already very impressive. I have become the cheerleader in my company for Hubspot and if they were a football team, they'd be the team that consistently beats their more talented rivals but doesn't always score against the easy wins. It's frustrating but knowing their talent and that they're truly better than that, you realize that they'll figure it out sooner or later. Go team, go!

Avantages: I like the overall ease of use within Hubspot. Tasks like building a landing page or setting up an automation workflow are not longer complicated pieces of code. They're truly user friendly to build, change, and report on. There are so many resources to help you if you do get stuck on anything. Between the blogs, learning academy, ask the community, and actual support... you can find the answer to any question. Sometimes the answer is simply that it cannot be done and then you're prompted to leave your idea in the community to vote on. This feature is another one that I appreciate a lot as we've been told that the communities top voted ideas are the ones the engineers work to bring to light first. If this is true or not is unknown by me, but I do greatly like the idea.

Inconvénients: Hubspot is a wonderful software however, the worst headache a user will have is Hubspot missing many key and often basic features regardless of the level you purchase. They simply don't exist. A couple examples, you cannot schedule reoccurring tasks. This means if you have daily Tasks that you want to add to your Task Queues (another absolute favorite feature) you will have to manually add each daily task. Tasks also don't sync to your Google Calendar. The Conversation Inbox is their most limited feature in my opinion. This is meant to serve as your email system however there are so many holes in it that we were not able to navigate away from our existing email platform. You cannot have folders or multiple inboxes in the same view unless they are the default folders. You cannot make your own at this time. You have to manually add your signature if you are working from the inbox but it will automatically populate if you are working from a contact's page. Hubspot form submission notifications come into your separate email platform visually appealing and easy to read, however this email does not show up on the contacts timeline but instead the information gather is presented in a hard to find expandable note that is not user friendly. More so that pretty Hubspot email does come into Hubspot, it just gets automatically marked as spam due to Hubspots none-changeable rule that anything coming from noreply@Hubspot.com gets marked as spam.