HubSpot CRM Primary Use Case
In my organization, we are using it for account-based marketing. Basically, sales management and lead management. That's pretty much the use case at our organization.
View full review »We use HubSpot CRM for client management. It helps us to understand where clients come from.
View full review »CB
ChrisBrown2
Engineering Consltant at a computer software company with 51-200 employees
It integrated with the emailing tools, so that was really helpful. The fact that you could go right to the CRM and track communications in terms of your emails to and from prospects. That was probably the most helpful. It's a really simple tool, very easy to manage. It was very easy for even one person to manage it. For example, if I made the list in Excel and then converted it into an XML format and uploaded it, that was really easy.
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HubSpot CRM
March 2024
Learn what your peers think about HubSpot CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
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Our goal was to get the accuracy of data and process it. So, we have integrated a bunch of things so that the accuracy of the data can be increased once the impact ratio of the data is increased. We have created a campaign for emails and a funnel to trace each and every client we are targeting.
View full review »We're using HubSpot CRM as a CRM platform and a marketing tool.
View full review »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.
View full review »AM
reviewer1854780
Security Solutions Manager at a tech services company with 11-50 employees
I use HubSpot CRM for sales, pipeline forecasting, following up with contacts, contact management, task management, and organizing my activities.
View full review »JS
reviewer1679394
AVP & Client Partner at a tech services company with 10,001+ employees
We are using HubSpot CRM for managing our opportunity and sales cycles. For example, from prospecting to closing the sales.
View full review »Through HubSpot, we are getting a lot of leads from different sources where we can post HubSpot forms. Once any customer fills that form, we will get a lead request.
From the lead, we are going to segregate. We are going to distribute those leads to our internal team, like a round-robin, by using workflows. This is the way we are going to assign leads.
Basically, we will get opportunities. From that, our opportunities, our people are going to convert that opportunity to leads where we can manage end-to-end communication between customers and our people.
By logging in, I am able to see what things are going on. For example, how many leads are in the pipeline, how many opportunities are converted into leads, how many are in trial mode, how many are in payer mode, et cetera. All these things we can track through HubSpot. At the same time, we are going to track the salesperson's activity also through HubSpot.
View full review »We use the product to manage our sales funnel and for marketing purposes. We do mass mailings.
View full review »SV
Sandeep Vishwakarma
Support Associate - Remote at ConfidentialConfidential
The primary purpose is to efficiently manage client interactions, including tracking who needs follow-up, and who should be contacted, planning communication strategies, setting reminders, making notes of any client concerns, and ensuring that my team is informed about the progress with each specific client.
We use HubSpot for contact management and automated marketing. It lets us send automated email campaigns. We can manage all of our website and marketing performance data plus information about sales and deals. The platform also handles customer service.
We are a marketing agency that partners with HubSpot and helps other businesses get started with HubSpot. We've helped about 50 clients set up HubSpot in the last one or two years.
View full review »JO
reviewer2084010
Sales Operations and Enablement Manager at a consultancy with 1-10 employees
We use it to have a seamless flow and data continuity between marketing, sales, and customer success teams from a revenue operations perspective.
View full review »We primarily use the solution for marketing and sales.
View full review »We use HubSpot CRM mostly for marketing and ensuring that we have our client database in there. We also use the solution for scheduling meetings and interacting with our clients.
View full review »An example of our use of HubSpot CRM is for our client based in the UK, e.g. a company with many small offices, which requires us to buy a professional solution such as HubSpot, or another cloud-based solution, as it can be useful for them.
Our clients have employees who work remotely, and employees who work from the main office, which can be difficult, but HubSpot CRM makes it easier and is very useful in that type of situation.
It's also a solution that can be used for marketing purposes.
View full review »We use HubSpot CRM to track sales leads.
View full review »We use this solution for client management. It is connected to my email and to ClickUp. It keeps track of all my clients and my projects. It keeps tracks of what needs to be done and sends reminders for emails that need to be sent. It helps me with creating templates and helps organize my client portfolios.
View full review »We're working on HubSpot CRM for marketing aspects and sales.
View full review »WW
Wesley Welthgen
Owner at Lucracorp
We use HubSpot CRM to keep track of leads for sale.
View full review »We are using HubSpot CRM for many tasks, such as tracking emails and capturing mail IDs.
View full review »I use HubSpot CRM mainly for sales. For example, clients' contact details and business intelligence. The business intelligence gives analytics on who opened emails or if they clicked on links within emails.
View full review »RC
reviewer2114706
Client Manager at a tech services company with 1,001-5,000 employees
We primarily use the solution as a CRM.
View full review »Our primary use case for the solution is marketing automation and managing the leads and opportunities related to our products.
MC
reviewer1886958
Partner Lead at a tech vendor with 10,001+ employees
I am a reseller. I provide solutions to our customers.
We use HubSpot for CRM, to contact clients, to send emails, from deal initiation or lead generation to closes, and we keep track of the deals or the context there. It also serves as a repository for all of the context of our organization.
View full review »HubSpot CRM is used as a CRM which we use for generating sales leads.
View full review »RG
reviewer931026
Vice President Int’l at a computer software company with 201-500 employees
We use the solution for tracking sales opportunities as they move through our sales pipeline.
View full review »ST
reviewer2204205
Partner at a financial services firm with 51-200 employees
Our customers use the product for CRM and to connect with customers.
View full review »CS
Chinmay S.
Marketing Manager at a tech vendor with 11-50 employees
We use HubSpot for marketing and sales purposes. We use it to create blog posts, and our website is also hosted on HubSpot.
We monitor website traffic and can see how much traffic is generated through social media. We also run different email campaigns and utilize the newsletter functions as well to create newsletters and send them to all of the customers.
We have two types of teams: enterprise and demand generation teams. If a new lead comes, they will add all the details to HubSpot, track the leads, and know where they come from, whether they are from partners or direct customers.
We can send all the emails to HubSpot and call customers from HubSpot as well because the calls are recorded to HubSpot.
View full review »We use this solution to track sales opportunities and lead generation.
View full review »AH
Artem Holub
CBDO at Rainex
Since HubSpot CRM has the most reliable and user-friendly options, we decided to use it to create a pipeline for sales and understand our customer's journey from scratch to integration.
View full review »MM
reviewer1964010
IT Manager
We use HubSpot CRM for sales.
View full review »IB
reviewer1598697
Business Development Manager at a computer software company with 51-200 employees
I am using HubSpot CRM in business development and sales to keep track of my clients, such as deals, tasks, and notes.
View full review »Buyer's Guide
HubSpot CRM
March 2024
Learn what your peers think about HubSpot CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
767,995 professionals have used our research since 2012.