What is our primary use case?
I use it mostly to add customer details for those I get a chance to interact with. These details could be those related to a prospect, an ongoing discussion, a converted prospect, or a non-converted contact, and so on.
We use it to keep track of and record leads created as well as their ongoing status. It helps me to recover any lead using a name, company name, etc.
You can also add lead sources as created from any campaign, external or internal inquiries, or your own sourcing. Also keeps a track record of emails sent and opened by the target audience and helps in figuring out genuine interest.
How has it helped my organization?
This solution basically keeps a track record of every contact added with necessary contact information, ongoing status, remarks added, and action items to be taken by the entire hierarchy of a concerned team. My leads can be accessed by me, my senior management, or a concerned sales support team to review those leads.
This maintains a transparent record which also helps calculate an incentive for every lead converted to a deal based on existing internal rewarding schemes.
Hubspot CRM also lets you make calls and send emails directly.
What is most valuable?
Hubspot CRM can be accessed internally and externally of my organization, which helps me to add any record at any point in time.
There is transparent access throughout the hierarchy and we can see if remarks are added.
Contacting a prospect via email/call through the CRM itself is easy. Instead of jumping between multiple tools, this saves time and allows it to converse based on the latest data by looking at the screen.
The chatbot system is a great help. It provides statistics on time spent on mail and calls and other minute details.
What needs improvement?
The one area they need to fix is adding the lead source. Despite adding a lead source, I still get reminder emails and find the space empty, only to add it once again. This is becoming irritating. This issue couldn't be resolved despite our IT team trying to fix it.
They need better UX or templates to change the mood or the look and feel. Adding details all day every week can be boring. Themes can help fix the mood.
Apart from the above improvements, I don't find any other areas to improve in the next release.
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HubSpot CRM
December 2024
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For how long have I used the solution?
I've been using Hubspot CRM for close to two years.
What do I think about the stability of the solution?
The solution is stable. I've never faced any hangups or such issues.
What do I think about the scalability of the solution?
Scalability can be done in certain areas, like fixing data addition.
My organization of 30,000 is able to use it really well.
How are customer service and support?
Technical support is not up to the mark. For example, my concern about adding details on the lead source couldn't be resolved.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
Hubspot has been there since I joined. I'm not aware of any alternate solution.
How was the initial setup?
I was not involved in the initial setup.
What about the implementation team?
Likely the internal team handled the setup, however, I'm not sure.
What was our ROI?
ROI can be described in monetary terms. To me, data security, storage, and access are the core areas, and I am happy Hubspot has taken care of these.
What's my experience with pricing, setup cost, and licensing?
The solution was already there when I joined. I do not have cost details.
For user usage, you can definitely give it a try. I found it good, however, it can be improved further.
Which other solutions did I evaluate?
There was no evaluation was done. This is the first solution I've used.
What other advice do I have?
Give it a try. It's good for those who love simple UI/UX and want to get straight to the point.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.