I would describe my main use case as evaluating a couple of tools and CRMs. We found HubSpot CRM very useful in terms of ease of use, automation, setting up the user journey, and database management. We evaluated all these aspects and concluded that HubSpot CRM would be a great fit for medium-sized enterprises.
We can store a number of data in HubSpot CRM, including contacts, deal creations, and we can edit and create deals ad hoc. We can assign the deals and create customized dashboards. We can create tasks for the teams. All of these features are useful in HubSpot CRM.
Real-time data insight in HubSpot CRM helps me in decision-making processes. For example, if we reached out to a prospect in 2015 and that prospect reaches out again by filling a form, we can track back that user and see that we previously contacted this prospect in 2015 and they have reached back to us through forms after ten years. This history management is very easy in HubSpot CRM.
The email tracking feature in HubSpot CRM is also useful for me. We currently have a marketing subscription of HubSpot CRM and in our day-to-day activity, we send out marketing communications, newsletters, and other email communications to our prospects. Email communication and email tracking is a basic activity in our day-to-day operations.
I am satisfied with the integrations in HubSpot CRM, as they have actually helped us in many ways. Data syncs properly without issues. We can post and schedule LinkedIn posts from HubSpot CRM without needing to go back to LinkedIn. Whatever UTM is created, we can keep it in HubSpot CRM rather than holding different tools' data. For example, if we have posted anything from LinkedIn, Instagram, or X on the same day, I can create a dashboard of all three platforms in HubSpot CRM. There is no need to go to separate tools and export data and then come to a conclusion about the metrics.
The main benefit that HubSpot CRM provides for me is that I can complete a campaign and rather than sending metrics to my sales team manually, I can customize them ad hoc based on the requirement. For instance, I can customize the metrics based on which campaign and which metrics need to go to a particular prospect at a specific time. I can do this customization in HubSpot CRM without needing to jump into metrics, export them, and then send them via email. HubSpot CRM has an option where I can specify that once I post a campaign, it will pull the relevant records and send them to the stakeholders.
There are a couple of things which I would improve in HubSpot CRM. There are limitations with user limitations. I would want a feature where certain users do not need to export data and I want to be notified if anyone is exporting. That feature exists for a certain number of users, but it should also apply to lower-level users who should be notified as well.
Second, the analysis and insights need to be provided on a weekly basis. For example, I would want to see that in this week we sent an email to a certain number of prospects, information about which was my highest open rate email campaign and which was my lowest engagement campaign, and insights from HubSpot AI that can be utilized. I would want to know which subject lines we gathered that received more attention as a form of data analytics information.
Additionally, if I have one hundred contacts today and a couple of them are not active, for example, if eighty contacts are active and twenty contacts have never opened my email, I would want to trash them because they are not engaging. That kind of information would be very useful.
It has been three years now that I have been working with HubSpot CRM.
I would rate the stability of HubSpot CRM as nine point five. Downtime is very rare. Sometimes issues occur, but they fix them very early.
I would rate the scalability of HubSpot CRM as eight.
I would rate my technical support experience with HubSpot CRM as ten because it is very easy to generate a ticket and get in touch with them.
If I compare Salesforce and HubSpot CRM, I would rate HubSpot CRM higher. That is the reason we moved out from Salesforce because Salesforce was not providing much data for us. We wanted to have an easy tool that is very accessible to us to edit and assign leads and deals to the team.
The initial setup for HubSpot CRM is very simple. We reached out to HubSpot CRM and within a day or two, they reached back to us for an initial discussion about our data from Pardot that needed to be migrated. They have a third-party vendor who migrates data called Nanobyt. We took the help of Nanobyt enterprise and they migrated our data to HubSpot CRM and the initial setup was done. Within a week or on the committed date, we had a full-fledged tool running and we received training models as well. The initial hand-holding was also very good.
I have done some integrations between HubSpot CRM and other tools. We have integrations with GFO, LinkedIn, Instagram, and other tools.
I purchased HubSpot CRM directly from the vendor, not through partners.
I am using HubSpot CRM as of now. I am also working with Sendinblue and Brevo.