HubSpot CRM

Commentaires: Once you get to know your way around the CRM with all the functionality it's really easy to use. Take time to get training on all of the functionality and HubSpot does a good job with their training staff.

Avantages: It's easy to keep track of everything in the sales pipeline like the last conversations you or another rep has had with a prospect or client, how many times you've followed up and to determine what work still needs to be done.

Inconvénients: It very rarely can be glitchy but when it is, it can be annoying. There are a lot of duplicate contacts that are in the CRM that confuses things a bit but they get cleared out then you'll have another batch to take care of.

Commentaires: Overall, the ease of setup and use make HubSpot the perfect solution for our early-stage start-up. It is economical and lightweight, and allowed us to get going with a CRM very quickly and ensure our customer data was kept up to date from early on. Though HubSpot has a long way to go before it replaces Salesforce as a fully fledged CRM ecosystem, it certainly is on the way there, and a perfect solution for smaller businesses who can't quite afford Salesforce's much higher price tag. If your business and its customer data is not very complex and you need a simple and reliable CRM to manage it, then HubSpot is for you. If you require your customer data to work with a more complex wider ecosystem of software, from Finance to HR, then HubSpot isn't quite there yet, so best to go for something more established and developed.

Avantages: Without a doubt, the ability to have unlimited free users was incredibly useful. We have a number of freelancers who work with us on a part time basis and we were able to give them all access to the CRM for free. This gives HubSpot a considerable edge over it's per-license competitors. HubSpot's lightweight ecosystem allows you to link all sales, marketing and service information in one place, all with a very straightforward and easy to understand user interface (another of HubSpot's benefits). On the Marketing side, HubSpot's email builder is simple, yet powerful, and allows us to create great emails to send out to our customer base. On the Sales side, the Outlook Add-in allows us to make sure all sales activity by all team members is being tracked and logged in the CRM, so we are able to track performance and customer interactions quickly and easily. The Service functionality has allowed us to build out a fully fledged help centre for our customers.

Inconvénients: Some aspects of the software are a little incomplete and/or suffer from inexplicable lacks of functionality. Sadly HubSpot CRM is yet to completely separate itself from its past as solely a marketing automation tool. It is obvious that the entire system architecture has been built around the contact record object type, with several frustrating quirks arising as a result. For example, a lot of the workflow functionality differs depending on the object type in use; contact based workflows allow you to use future dates as a trigger (e.g. run workflow x days before y date), whereas Company and Deal based workflows do not. There are also a number of fundamental functions that require the Professional tier license to access. These include but are not limited to calculated fields, multiple currencies, lead rotation automation and A|B testing on emails. Clearly I understand that you get what you pay for, but given that these are all indispensable functions of a CRM, it seems to render the 'Starter' tier entirely useless, forcing you to pay the higher price. That being said, I am grateful that calculated fields are now a Professional rather than a higher Enterprise feature. One last frustration is the inability to have multiple users on different tiers within the same Hub. I would greatly appreciate the ability to give Starter licenses to some of my free users, to give them a little more functionality, however, I am only allowed to purchase more Pro licenses, which I can't afford.

Commentaires: I've been hugely impressed and satisfied by what HubSpot CRM brings to the table — and I think that, in terms of features and how I use the tool, I've barely been scratching the surface. In my opinion, having a CRM tool is key for businesses of all kinds and sizes — from the one-person, solopreneur type, to the bigger company. The fact that HubSpot CRM comes with a smartphone app too makes it super-easy for you to keep track and take care of business even when you're on the move, and to make sure you and your team are on the same wavelength. I've used a couple of different CRM tools in the past and have to admit that now that I've been using HubSpot CRM, I don't see myself changing nor even just looking for another CRM solution anytime soon.

Avantages: Before HubSpot CRM, I had been using a couple of different Customer Relationship Management tools. However, I always found that there was something missing... Now that I've found and have been using HubSpot CRM, I understand what the "fuss" was all about! It's kind of crazy to see the wide array of features this tool gives you access to free of charge — while other tools ask you to pay a subscription for a smaller number of features. Here's what I like about HubSpot CRM: — overall interface and UX — unlimited users and 1 million contacts that can be added to the CRM (I used to use a tool which started charging me for 200+ contacts) — smartphone app to keep track of things and take care of business on the go — customization power of things like the sales pipeline, deals, and contacts — task reminders (for me, this is a big one!) — integration with a bunch of apps and tools like Slack, WordPress, Google Calendar, Zoom, MailChimp and Stripe All for F-R-E-E!

Inconvénients: While HubSpot CRM does have an impressive selection of features, they can come across as a little overwhelming at first. Because of this, it may take you a moment before you're able to navigate the "ecosystem" in a smooth way...but once you do, I'm not sure there will be any turning back!

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.