I love the ability to eliminate at least three contractors and at least 5 extra apps. Instead of having to hire an SEO guy, a writer guy, a coder guy, I have Hubspot now. All of the previously mentioned "guys' were always complaining about the budget I'd given them. Which was the most we'd ever spent as a company and accounted for 10% of our yearly spend with zero results to show for it. We can also consistently predict our marketing costs as opposed to one contractor needed a big injection of cash at a time they deemed important to complete tasks. I was also able to shut down awebber, mailchimp, Yoast SEO, sitemap, webhosting, and all these subscriptions were costing close to $500/mo. I also like how I can host my website and blog on hubspot and eliminate hosting fees and website downtime. Your hubpsot site will never get hacked either. The CRM package is absolutely beautiful and we got heaps of support setting it up and strategizing how to make it work for us. Since going "all in" on Hubspot this year, I've seen my first increase in sales in 8 years this year.
The training has been very one sided towards service companies. But the training and support for everything else you need is second to none. In the past few months they have integrated Shopify as a partner and more of the training documents are being designed for ecommerce users so I do expect better things in that department. The other thing I passionately dislike about Hubspot is the partners. Where on earth do they get these people? Just because a partner pays $25k USD to become a partner and take all the training online that I can access, doesn't make them experts at anything. All of these people arrive at my door thinking they know more about my business than I do. (My family has been in it 47 years so that's is quite difficult). They don't let me participate in their meetings or in the creative development ( which is what I do for a living for 25 years ). I get two, 30 minute meetings per month in which they talk AT me and don't allow me to participate in discussing the projects that I feel are the most important.. They arrive at my door with a bunch of ideas they insist on doing, many of which have been tried by the previous company and failed. The level of arrogance and "know it all-ness" from partner has been incredible this past 5 years and its consistent between 4 different partners. They all use the exact same playbook , developed by Hubspot, that doesn't work "off the shelf" for my ecommerce business. The partners demand a retainer that always very high and they expect you to wait a year or more before you see results. They keep selling you the same package the last guy did (Keyword review, persona development etc) even if you recently completed this exercise three months ago. And then slag that last company that set it up for you, for being incompetent. I've hired four different Hubspot partners and each experience has been nothing short of horrific and HUGE waste of money with each of them. There is no accountability to the bottom line and they are constantly whining about wanting more money to create zero results. (If you can't create results after six months on $4k a month retainer, then you have no business calling yourself an expert) All I have ever wanted to do is to start small with a simple landing page and adwords and not one partner would do this before marching me down the path to a retainerville and multiple, expensive, non effective packages. (can we please generate some money first to prove your worth before shelling out $48,000/yr in retainers please?) After using this product for five years it is my opinion that small business owners are better served by training someone in house or learning it from top to bottom yourself as a business owner so that you don't get ripped off by partners. If you are a larger company and can shell out 10k a month you 'might' see a result some day? I dunno. I seriously doubt it. Once I stopped using partners and found a contractor outside the Hubspot partner pool who would do what I was asking my hubspot partners to do for the previous four years, I saw results in two months. I went from 5 inquires from my website per month with the partners over a 5 year period, to 40-50 per month with ONE landing page and google adwords using a hubspot landing page. Total cost: $1000/mo for adwords and contractors time and $2000 for the landing page. I am short a few skills to market my business but overall, I'm operating with the 90% of the same skills the partners have. None of the partners want to do the work YOU want them to do. They always push you through a series of packages that are very costly and offer little benefit to the business owner in most cases. The other thing that consistently happens with partners is the owner does the initial Q+A and onboarding with me. So I'm thinking I get experienced help for my complex product offering. As soon as the owners of agency (3 agencies did this) gets me in the door, I get passed off to some 20 something kid who knows nothing about business or how to market a small business. One owner actually got mad at me because I contacted him to complain about my account rep and lack of results after four months from my rep, who just left the construction industry (swinging a hammer) 8 months before working with me. The promoted themselves as a huge agency that is able to tackle any client and it took them 5 months to create 1 landing page. They created a landing page that only they could edit, despite multiple demands they don't make it this way. Stay away from partners and if you have too, pay someone you trust to learn Hubpsot to administer adwords, landing pages and keyword alignment. Once you are generating consistent income with a couple landing pages, then make your way towards an agency or simply hire outside Hubspot.
I am an eCommerce company that exists in a very competitive zone. I'm a 3 person shop and I often find myself competing with huge, publicly traded vendors of my product. Hubspots products and training helped me clearly develop my niche market and create massive differentiation in my market. Using persona based marketing I've lifted my company from the dregs of price based competition to developing a hoard of loyal customers.
HubSpot is where I spend the majority of my days. We use it to organize our contacts, reach out with sequences, automate our lead nurturing program, and collect feedback from our users. From my experience, if you're looking to do something, it can probably be done in HubSpot with the right know-how and a little bit of research. It also features a slick UX and is * reasonably* easy learning curve...Once you spend some time with it, you'll be able to create useful automation. At the outset, it can be a little intimidating, though. That said, there are hundreds of articles in the knowledge base that can help anyone get started. I only started using HubSpot about two years ago, and I feel extremely confident in my abilities.
The price. There's not going to be any getting around this with premium CRM software...you're going to pay top dollar. HubSpot isn't even the most expensive, but you're paying for how many marketing contacts you're communicating with, meaning that as you start to generate more and more leads, your monthly bill is going to add up. Couple this with the cost of the license and onboarding fees etc (which there is some wiggle room with, I'll admit), you can start to rack up quite the monthly bill.
We're using HubSpot Sales to organize our list of contacts that we're reaching out to to sell our services. It allows us to remain fully organized, as well as set lead statuses to know where people are along their journey. We categorize them into various lists to help us stay on top of things. We're also using it to sequence leads and guide them along their buyer's journey. Sales Hub allows us to generate a list of tasks that help our ISA team reach out to our leads easily. It helps take the guesswork out of the whole process.
Up to 1000000 contacts, and free unlimited user accounts. The system offers limited forms, templates, and document storage. The ability to identify a person and company through email and url is great. I personally love the queue's. Lots of integration ability through zappier, and voip phone with browser extensions work fine (i use dialpad) Free email integration as well. Has ticketing for service which is nice. All in all a solid crm system with little to no cost out of pocket to get up and running fast.
Costs for upgrading are not cheap. 50 a person for starter (with NO automation) is steep compared to other systems on the market today that offer automation at a cheaper price per user, and depending on how large an organization you grow too.... you may need to factor pricing in after a year or two.
cost effective for hiring new sales people. Easy setup and removal of users. Fairly strong import ability as well.
We switched from Pipedrive and had a very smooth transition. The sales team loves how simple it is to use and the sales operations team loves how easy it is to generate dashboards, reports, and filters, with seamless integration to the Marketing module, which rocks! The sales team is doing their own quotes from HubSpot CRM. Quoting works well, althrough still an evolving capability. Quotes sent from HubSpot provide visibilty to when they are opened and all of that history is recorded in HubSpot. Overall, I am impressed how far the HubSpot CRM has come. The company is clearly making an investment and adding value with every release.
Need more options for quoting formatting, ways to show discounts (overall, by item, etc.) Also, for subscription pricing need more options to show one time charges vs recurring, show first year vs annual, vs. total contract value.
Visibility to the sales pipeline and forecast. Ability to easily adjust/redesign/ and update the sales process in the CRM tool as the company grows, offerings, and roles are added, and requirements become more comprehensive. Seamless integration between lead generations, marketing campaigns, and sales.
HubSpot is first and foremost an inbound, lead-driven marketing automation system, and that's what it does best. Running email campaigns, automating first touches and demo reach-outs, and using task lists to jump around the CRM and complete work efficiently are what it does with ease. There are also many integrations like ZoomInfo and PandaDoc that hook in with just a few clicks, which is fantastic. Many of the things that work well in HubSpot are not unique to HubSpot and are a given in almost any CRM.
Using HubSpot for sales and as a client and prospect data warehouse is a constant fight with the system. It is not intuitive and lacks an incredible amount of features. Features I never even considered being an option in a CRM until using HubSpot. I could write a novel about the amount of problems and frustrations I have had with HubSpot, but I will just list my current ones below: View Customization: You cannot standardize the view people have. For instance, we don't use the Service hub or Products module but I can't turn off or reorganize how it will appear on people's screens. You have no idea how many times I've gotten questions about what the Products or Service module is for or how to hide them. Pipeline Management: - If you create a Deal that is not in the first stage and skip to the third sales stage where you normally have required fields, it will not ask you for the fields you set as a requirement. This results in many records not having complete information until it is moved into the next stage. If a deal is created in the Closed Won stage, we may not notice it is missing information until a very critical point in implementation. Data Field Management: - You cannot carry over data from parent or child companies into fields to have information roll-up or down for quick reference. -Access to calculated fields requires you spend at their top tier for Sales, when in other CRMs it is usually a basic feature. -The Products module is essentially useless process-wise. While it does have interesting customization options, when a salesperson is creating a Deal it does not give a pop-up for you to customize the product's terms, pricing, discounts, etc. even though the menu itself exists. This creates a lot of extra steps that confuse users and results in incomplete data. We have opted to use our own set of custom fields instead of their entire pricing module because of how inconvenient and unintuitive it is for users who are not as tech-savvy. Reporting: -Nonexistent accountability for users. You cannot report on fields that have been edited, you can't see salesperson activity out past a few days because of the limited scope of the activity reporting, you can't click on an individual user to see what they have done in the system or if they have even logged in at all. -Making more than 2 dashboards costs $200/month. -Report customization is very wonky... you must first find a report you want yours to look like and then customize it. There are several times where I have tried to recreate a pre-built report using the standard report building tool and it was not possible. I had to clone the existing report and edit it from there instead. -Lots of bugs. There was a week where adding a specific field to a report would give me an error and close out the entire reporting tool. Another time the colors in the legend didn't match the colors in the report which confused our executives. No matter what I did I could not fix how the graph was displayed until a patch came out a month later. -To make up for the many shortcomings of HubSpot reporting, we bought a connector from Bayard Bradford so we could pull HubSpot data into Microsoft Power BI (like Tableau). This enabled us to report on a multitude of things (tasks, activities, email content) that aren't even accessible in HubSpots standard interface, but was yet another unexpected cost when purchasing HubSpot. Import tool: -You cannot import parent-child relationships, which are extremely important in the industries we target. This results in us having to MANUALLY associate thousands of records. -Import errors: If there is an import that fails or partially fails, you can't revert the entire import and start from scratch. It imports the things that work and skips what doesn't. The error file it spits out is hard to interpret and act upon. Salesforce Import Service: -We purchased a migration service to import Salesforce data over to HubSpot. Not only was the import a mess, it created duplicate user profiles that even I as a super admin could not delete. I had to contact support who had to make a custom tool (this took weeks) to remove the duplicate accounts so reporting and assigning accounts would work correctly. HubSpot is extremely barebones when it comes to sales and I would not recommend it to anyone for sales purposes. I plan on switching away from HubSpot as soon as budget allows. If you just need the marketing portion, then it may be for you, but steer clear of using HubSpot for any sales functions or as a prospect or client database, especially if your target vertical has a lot of parent/child hierarchies to keep track of.
On the bright side, HubSpot has enough functionality to be passable. You can track pipeline, manage marketing campaigns, send emails, and track things, however in a limited way. The user interface is pretty easy for users to learn and understand and the email app is nice if you turn off auto-logging.
Hubspot offers a clean interface that makes it easy to navigate the CRM, switch to Marketing needs and connect it all together. The automation tools are fairly easy to use and the overall look and feel is very modern.
They hide a lot of great funcationality behind a paywall that feels difficult to justify as a small business. The price precipice to get automated emails 12 automated email setup for a drip campaign is steep. For larger corporations, Hubspot makes total sense. For those looking to scale while small, it becomes much more difficult to justify.
Hubspot allows us to sync our sales pipeline with our marketing pipeline so that we can work across both seamlessly.
Very fluid user interface. Easy to find features in the system. Uploading in exiting data through spreadsheets is also seamless. Their pricing model (free) for startups is very appreciated - you can take advantage of a number of features without any financial investment. Their email template builder is very rich and easy to use.
I have not encountered anything technically negative about their product. For a small startup using their services it would be nice if they had lower price points where you could customize the features you get. For example removing branding from emails for a specific fee.
Excellent email marketing and tracking of recipients.
Everything is awesome. Love the calendar app, the email templates for individual emails and campaigns. All the tools and integrations are awesome.
As SMB that's just past the startup stage, the platform is a bit pricey. We're locked into a Sales Hub grandfather clause where our two Sales Hub seats are very economically priced. But we can't add another seat for the same per-user price. We would need to jump up to the next tier and more than triple our investment. Wish we could just keep adding individual seats at the same per-user amount. Would also like access to Marketing Hub but the pricing is just too steep for us at this point.
It's a great tool that helps us secure demos and create workflows that enable us to convert prospects to paying clients.