![]() ![]() Then, Sales Hub will automatically link it to the contact and deal records. You can then attach it to a sales email and send it all from the platform. For example, company records will automatically look up the business email domain and pull in publicly-available information, like company size and revenue.Īlso, there’s a Vidyard integration where you can do cool things like record yourself explaining a quote, for example. The Sales Hub has great automated features that minimize tedious work and add lots of value. But it really happened, and it shows how the tool gets sales teams excited about doing the things we need them to do to get the value out of our CRM. Obviously, this is just one anecdote with no data to back it up. But, after walking through the prospecting and pipeline management features, the rep was actually eager to get into it. I once held an hour-long training with a sales rep who was adamant that their sticky-note system of opportunity tracking was more than sufficient, and that they couldn’t learn new software. Luckily, the Sales Hub’s feature set and simple UX makes getting sales adoption as easy as possible. It doesn’t matter what great features a platform has if the reps refuse to use them. The best way to ruin any CRM implementation is for the sales team to fail to adopt it. Easy like Sunday morning? HubSpot CRM Ease-of-use The good: Easy to learn and good for sales adoption ![]() On the flip side, if you buy the Marketing Hub and hate your CRM or need to upgrade, the Sales Hub is an excellent solution. It would take a lot of effort to re-create that if integrating with a different MAP. There is a ton of synergy when pairing HubSpot’s Sales and Marketing Hubs. If I were evaluating Sales Hub from HubSpot and not considering their marketing tool, I would probably go for a different solution. My Two Cents: Great for HubSpot Marketing Customers This fundamental architectural difference will impact reporting and can be a hang-up for people who have finally figured out their lead attribution model in SalesForce. Unlike SFDC, there are no leads or converting leads into contacts and accounts. If you’re coming from a SalesForce shop to HubSpot, you’ll need to take a moment to familiarize yourself with leads vs. Because the Marketing Hub is usually paired with their CRM, you may be cutting your own trail if you choose a different combination and struggle to find documentation and support for your stack. It’s pretty uncommon to use HubSpot CRM and combine it with a competitor marketing automation platform (MAP) like Marketo. Some companies have adopted Sales Hub and don’t use HubSpot for their marketing, but Sales Hub is best leveraged when paired with Marketing Hub. Sales Hub still plays second fiddle when comparing the HubSpot product suite. The new enterprise-level features really just give existing customers a longer runway before they grow out of Sales Hub. For companies looking for extreme customizability and complexity from their CRM, Sales Hub is probably not a good fit. While HubSpot has recently added new enterprise-level features like custom data objects and role-based permissions, the enterprise-level subscription is still not as customizable or flexible as competitor enterprise-level CRMs. ![]() *For full disclosure, I worked for a couple of years as an Implementation Specialist at HubSpot to onboard Marketing and Sales Hub customers. Unlike Salesforce or other enterprise CRMs, Sales Hub does not require a developer or expert consultant to implement. Thanks to the intuitive nature of the tools and the outstanding support and training provided by HubSpot, onboarding and setup can be fast. The Sales Hub has a vast feature set that most sales reps love and are even willing to adopt. In the years since, HubSpot has developed the CRM immensely, focusing on productivity, integration with marketing tools and ease of use. The HubSpot CRM, called Sales Hub, came on to the scene in 2014 as a free add-on to the already-famous marketing platform. HubSpot will forever be synonymous with Inbound Marketing, and you can read our review of the Marketing Hub here. They shared an interest in helping SMBs with marketing and sales and, from those humble-ish beginnings, have grown HubSpot into more than $1B in annual revenue. HubSpot was started in 2006 by founders Dharmesh Shah and Brian Halligan in the halls of MIT’s Sloan Business School. HubSpot CRM Review: Top Takeaways What’s awesome: ![]()
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