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

Strategy & ArchitectureCloud
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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

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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 $$$

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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. 

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Head of Corporate Developmenta year ago

Hubspot

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CTOa year ago

Leadsquared

Pros - Cheaper than Salesforce, better customer support

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We use Microsoft PowerBI extensively at the company. Over 15,000 reports.
For our "corporate" reports, like financials or HR, we centralize those requests and attend them with my team.
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