HubSpot CRM

HubSpot CRM is great for maintaining and keeping track of all your contacts and companies in one place. So, if you have a lot of contacts and companies you work with, this tool is perfect! Plus, the HubSpot Outlook integrations work well and my team has loved that they don't have to manually enter the emails for every single contact. Before, we never had a system for maintaining our customer's timeline and when we last contacted them. As we have grown in the last couple years, we can see we may need to add more reps and because all the contact data is on HubSpot CRM, it will make it easier to share contacts with new reps! The only thing that tough with using HubSpot CRM is that it's URL based. Which is nice if you have a lot of companies that have their own websites, but if you have a lot of companies that are branch based and have the same URL, it can get a frustrating because you have to manually let HubSpot CRM know that you aren't making a duplicate company. And since that is the only way to tell if you have duplicates, you may add the same branch twice by mistake.

Incentivized

• 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.

Incentivized

• There are some limitations on report building. They need to have more options to add to the x/y axis
• There needs to be a more simple amount of time zones. They don't just have one per time zone currently which doesn't make a ton of sense.
• It seems to go out a lot. It usually doesn't take long for it to be fixed but still concerning seeing how I need it or else I can't do my job.

Incentivized

To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.

Incentivized

I think the usability is great. I am able to train a new agent with zero experience in our process with HubSpot in a day or less. They can be proficient in using HubSpot quickly, the way I've designed it to work, in less than a week. I am able to load new leads, set calling campaigns, and start prospecting quickly. I've even had to call customer service for help, and they were super helpful.

Incentivized

Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.

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If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate

Incentivized

Hubspot is far superior to our previously used CRM, providing more automation and visibility of individual/company performance. It is also more cost-effective for multiple staff members and provides them with functionality to speed up their processes and complete their tasks more efficiently.

Incentivized

• HubSpot is great for tracking deals - we use the deal pipeline to understand the part of the lifecycle that each and every deal is currently in. It also provides good historical information.
• The contacts section is great for storing and managing engaged users for our mailing list. We utilise this feature with the free version.
• The customisable dashboard is a great feature that enables you to keep the most important information on the home screen at log-in

Incentivized