HubSpot CRM Erfahrungen

Die Möglichkeit individuelle Einstellungen und Flags zu implementieren, sowie der hohe Grad an Automatisierung. Für den Sales Bereich ist es sehr wertvoll Aufgaben direkt an Deals zu legen und diese mit Happylines und Zuständigkeit zu belegen. Hier wäre eine Integration in den Google Calendar noch sehr hilfreich.

Hubspot ist sehr preisintensiv. Dafür ist es auch umfangreich, aber gerade im Marketing Bereich fehlen hier wertvolle Funktionen im Bereich automatisierter Social Media Distribution. Es ist nicht möglich Unternehmen oder Personen zu taggen, wodurch hier weiterhin manuell Beiträge veröffentlicht werden müssen. Im Bereich der Pipeline sind die vielen Ebenen am Anfang verwirrend. Deals und Kontakte müssen auf Personen, Unternehmens und Deal-Ebene gepflegt werden.

Seit dem wir im Team arbeiten und Veranstaltungen organisieren, ist HubSpot das beste Tool bisher

Ich finde es unglaublich Umpfangreich, was gut ist aber was die Sache auch extrem kompliziert macht

Hubspot bietet wirklich alle erdenklichen Funktionen, die man so braucht, und es gelingt, diese in einer Oberfläche unterzubringen, in der man sich nach einer kurzen Einarbeitungszeit sehr gut zurechtfindet. Ich liebe es, damit zu arbeiten!

Nachdem der Start sehr einfach und auch günstig ist, ziehen die Preise dann im weiteren Verlauf (Mehr Nutzer im System, mehr Funktionen) deutlich an. Aber Hubspot ist sein Geld wert, denn es spart im Alltag viel Zeit und bringt Tools wie Social Media Planung und Newsletter-Versand gleich mit.

Easy to set up, integrates with everything (from email to LinkedIn), trackers are great, AI functionality is helpful, and their support team is really helpful too.

Some of the reporting is lackluster, especially if your billing setup is non-standard or uses line items. Additionally, the Stripe integration for billing is sub-par - we cannot connect one hubspot account to multiple recurring subscriptions on stripe - so we had to pursue 3rd party integrations into a warehouse to reconcile stripe and hubspot data.

The ability to integrate within other platforms utilized within an Organization. This is incredibly helpful to prevent from having to create extra spreadsheets, or use mannyy different platforms to communicate efforts and work. I also greatly appreciate the pipeline features. HubSpot Knowledge base is also an incredible "upskilling" tool to take advantage of.

I do not feel that when you select "monthly" in a quote, or pipeline total, that it calculates accurately with 4.3 weeks in a month, so often times, HubSpot may reflect a smaller pipeline by a few hundred or thousands in comparison with actual pricing expectations.

What I like most about HubSpot CRM is its simplicity combined with powerful features. It's easy to set up and start to use right away, which makes it accessible for colleagues with little to no technical background. The visual sales pipeline is intuitive, allowing you to manage deals, track progress, and get a clear overview of sales activities at a glance.
It si easy to book meeting,s end pre-set emails, create tasks for others. Very very useful.
And I love the contact creation via the phone app. It is so easy and intelligent.

Eventhough you can set up quote templates and allows to set up the deals, it is not possible to set up a multi-step Quotation process flow that allows to select language, then select product, then subscription levels, service budget etc etc and at the end to have a quote ready to go.

What I like about Hubspot is that is can hold several pieces of information about a client all in one spot. Having a place where you can look and see almost everything is great and it links different integrations.

There isn't really any cons other than if you are not using the free version to utilize all the tools then the price could add up quickly.

Hubspot CRM offers comprehensive reporting tools that enable us to generate updated insights that help us improve our customer relationships. It provides efficient live visual boards that offers real-time view of all our sales and customer interaction activities. Hubspot CRM has a live chatting feature with auto-replying ability that help us to engage with our customers quickly using instant messages. It is very flexible and easy to customize to match with our ever changing CRM and sales management needs.

The ride with Hubspot CRM has been smooth. No hiccups encountered and nothing there that does not suit our needs.

I really love the email function within Hubspot CRM. It is extremely easy to email multiple contacts from your customers. Managing and completing tasks is also great with Hubspot. Keeping track of files that are relevant to clients is great and overall it is a great UX.

From a Customer Success standpoint, it is a little limited in terms of tracking health scores and managing client relationships. You are unable to tell when a client is 'unhealthy' and therefore, which clients need more attention. Tracking email threads can also be a little difficult as the same email will display multiple times, rather than just in the one thread.

The biggest pro of HubSpot CRM for me is the record keeping of contact history in my contact records.

Sometimes all the advanced features can be a little complicated, but there is plenty of support to guide you through.

Hubspot is an all-in-one type of system. It not only connects to basically all programs and apps that you operate on, but it is very customizable for any business structure. It is simple to use & gives structure to our entire company - marketing, sales, and customer support.

It was a bit trucky to set up at first, to migrate everything across from our previous CRM. You have to do some custom mapping of fields, and we lost some customer notes, but the support team was very patient & helpful.

What I liked most about HubSpot CRM is its all-in-one approach to managing sales, marketing, and customer service. The platform is intuitive and offers a wide range of features such as email tracking, lead scoring, and detailed analytics. The integration with other HubSpot tools and third-party applications is seamless, making it a versatile solution for businesses of all sizes.

What I liked least about HubSpot CRM is the poor documentation. It can be challenging to find detailed and up-to-date instructions or best practices for some of the more advanced features. It would be helpful to dedicate a team to review and maintain the documentation.