Which CRM (Customer Relationship Management) solutions are you currently using for your business!? What are their Pros & Cons!?

14.9k viewscircle icon6 Upvotescircle icon28 Comments
Sort by:
Director of Marketing in IT Servicesa year ago

We use Salesforce. It's complicated, but we've integrated it with Wrike (project management) and Hubspot (adding opportunities/leads, prospect scoring). Our Client Services team uses it for support (tickets automatically opened when emails come in) and that works great. Integration with Outlook also adds any inbound/outbound email involving a person's email address that it recognizes in Salesforce, so any employee looking at company activities can see what might be in the works for that client.

Cons: You get what you put into it -- and this is any CRM -- unless the company as a whole embraces it and people are mindful of data integrity

Lightbulb on3
VP of Marketing in Healthcare and Biotecha year ago

Hubspot- Pros: outbounding, Cons: UX
Salesforce- Pros: Custom Functionality, Integrations, Reporting Dashboards, Cons: A little clunky and $$$

Lightbulb on1
VP of Customer Success in Healthcare and Biotecha year ago

A customer is created in SFDC when opportunity is closed won. We have templates and workflows for account management - onboarding, success milestones, QBRs, renewal reminders, etc.

We utilize Hubspot for weekly newsletter and general outbound campaigns to our customers.

We have integrated these two so information flows between. 

Lightbulb on2
Head of Corporate Developmenta year ago

Hubspot

Lightbulb on1
CTOa year ago

Leadsquared

Pros - Cheaper than Salesforce, better customer support

Lightbulb on2

Content you might like

Lack of mature vendor solutions41%

Trust in AI accuracy65%

Budget constraints29%

Skills to operate the tools47%

View Results

It is the first time I heard about Loop14%

I know Loop but I don't use it42%

I know and I use it but it is not a Company streamlined product46%

It is part of the toolkit in the Company and widely adopted30%

I know it but we selected another product (please specify in the comments).1%

View Results