HubSpot Solution Tracker
Use Cases and Deployment Scope
Our main problem was connecting our CRM to cleanse and automate our customer data. For this HubSpot offers native integrations with other applications to create a more efficient, aligned, and agile business. Connect contacts, leads, and our company data in two ways and in real-time. It unites all of your customer data in one connected CRM platform, resulting in a frictionless customer experience. I save operations teams hours of manual data entry, ensure up-to-date data, and maintain a clean, automated database of complex business processes without errors.
Pros
- Is easy to set up and design features that you really need, as well as the pipeline sales.
- The business card feature on my cell.
- HUB to help sort, score, prioritize and then communicate to the customer.
- Is easy to manage each lead as it comes in and fully maximize the potential through the automated emails.
Cons
- A centralized Dashboard that allows a full visual all the data
- Some limited abilities to visualize data in dashboard reports ( vs. %, getting closing %, etc.)
- Not automatic reminders
Most Important Features
- They manage operations request that comes in with our clients and keep track in a pipeline.
- The integration capabilities, the operations, marketing, and sales.
- Calculations in the report.
Return on Investment
- 1 millions USD in ROI the first year, exceed expectations.
Alternatives Considered
Marketo Web Personalization (Marketo RTP)
Other Software Used
Marketo Web Personalization (Marketo RTP), Google Ads, Adobe Marketing Cloud
