Through HubSpot, we are getting a lot of leads from different sources where we can post HubSpot forms. Once any customer fills that form, we will get a lead request.
From the lead, we are going to segregate. We are going to distribute those leads to our internal team, like a round-robin, by using workflows. This is the way we are going to assign leads.
Basically, we will get opportunities. From that, our opportunities, our people are going to convert that opportunity to leads where we can manage end-to-end communication between customers and our people.
By logging in, I am able to see what things are going on. For example, how many leads are in the pipeline, how many opportunities are converted into leads, how many are in trial mode, how many are in payer mode, et cetera. All these things we can track through HubSpot. At the same time, we are going to track the salesperson's activity also through HubSpot.
It's very useful for tracking both leads and salespeople. We get a good overview of where everything is in the pipeline.
We are maintaining our constant contact with the product in terms of the client and vendor contact information. At the same time, we are getting good analytics from HubSpot.
It's stable and scalable too. We were able to have API integrations with our portal. We can have access to HubSpot information.
We found the initial implementation process to be simple.
There is no option to remove duplicate constant contacts. They are not restricting duplicates. When we want to remove them, we need to remove them manually one by one by maxing one and adding another duplicate. There is no option to remove bulk duplicate records in HubSpot. To do this, I have taken on Dedupely. This is a HubSpot marketplace application where I pay this amount to remove bulk records. By using that third-party marketplace API, I remove unwanted or Constant Contacts from my HubSpot, however, I shouldn't need an app to do it.
I've been using the solution for the last five years.
The stability is great. There are no bugs or glitches. It doesn't crash or freeze. It's reliable.
The scalability is good. We are running HubSpot to manage the leads and everything and have never run into any restrictions.
Currently, we have 13 users. We do have plans to increase usage, however, at present, we are good with the services we currently have.
We've contacted technical support in the past, mostly for duplication removal. I talked to the tech support, however, there is no other option when it comes to duplication issues. In apps from the marketplace, I can find a plugin that might help with my issues.
The installation process is very simple and straightforward. It's a user-friendly product that makes the implementation easy.
I was able to handle the implementation myself. I did not need the assistance of any outside integrators or consultants.
We have an enterprise license. We pay a yearly subscription fee. There is a limitation on our contract and if we exceed it we need to pay a bit more.
I would recommend the solution to others.
I'd rate the product a nine out of ten. If it offered duplicate removal, I'd likely rate it higher.