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Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

Why HubSpot

How to check whether a CRM fits your sales before you sign an annual contract. I implement HubSpot, so I’ll tell you plainly where these criteria usually lead.

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Where choosing a CRM usually stalls

Demo after demo

Every vendor shows its system on sample data. The differences only show up on your own companies and deals.

Nobody owns the system

After the purchase, someone has to change stages, fields and reports. Without that person, the system stops fitting sales within a year.

Migration costs surface after signing

Data problems show up at the first import, when the license is already paid for.

How to choose a CRM your company first, vendors second

Process

Your sales process

Write down a deal’s path from first contact to signed contract. A CRM locks in whatever process you put into it, so start there.

Data

Your data model

List the objects you work with: companies, contacts, deals, contracts, subscriptions. Test every system on your shortlist against that model.

Admin

Who will change the system

In HubSpot, a trained person from operations or marketing makes day-to-day changes without code.

Cost

Cost over several years

Count licenses with add-ons, admin time, integration upkeep and outside help. The cheapest license can turn out to be the most expensive system.

Migration

A migration plan

Before you sign, go through the fields in your old system and decide what moves. Historical data is where most of the switching cost sits.

Where it leads

Why I recommend HubSpot

In B2B companies where sales, marketing and service need to work on the same data, these criteria most often point to HubSpot.

How a HubSpot implementation works

  1. 1

    Free consultation30 minutes

    You tell me what you sell with today and which systems are on your shortlist. I tell you what to check before you decide.

  2. 2

    Pre-implementation workshop1.5-2 hour sessions

    We go through your process, data model and surrounding systems. You get an implementation document with a license recommendation.

  3. 3

    ImplementationPer the document

    You buy the license, and I set up the portal and move data from your old system or spreadsheets.

  4. 4

    Training1.5-2 hour sessions

    I train your team in your portal, on your data.

  5. 5

    Ongoing supportOn demand or on a retainer

    After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

HubSpot compared with other CRMs the same criteria, applied to the systems clients ask about most

Administration

HubSpot vs Salesforce

Who makes changes in each system, and what it costs to keep them running.

See the comparison
Pipeline

HubSpot vs Pipedrive

What changes when marketing and service need to work on the same data as sales.

See the comparison
App suite

HubSpot vs Zoho

The license price weighed against the work it takes to connect Zoho modules into one customer history.

See the comparison
All-in-one

HubSpot vs Bitrix24

What your team uses day to day, and what moving off Bitrix24 involves.

See the comparison
Email marketing

HubSpot vs ActiveCampaign

What happens to your tags when a sales process grows out of a mailing list.

See the comparison
Boards

HubSpot vs monday.com

A customer spread across several boards, and a won deal in HubSpot that creates an item on the delivery board.

See the comparison

Who you'll work with Gracjan Kasprzyk, Spectage

Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals
50+
New implementations and cleanups of existing ones
Migrations
15+
Full migrations from other CRMs
Teams
Dozens
Sales, marketing and service teams trained
Consulting
Hundreds
Hours of hands-on work with clients in HubSpot
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Questions before choosing a CRM

Isn’t HubSpot too expensive?

The license costs more than a single standalone tool. Over several years, with admin time and integration upkeep included, HubSpot often comes out cheaper as a whole.

Will HubSpot replace the tools we use now?

Often, yes: email marketing, forms, a help desk and reporting spreadsheets fit in one portal. Systems that have to stay, such as accounting or your online store, I connect with an integration.

Will HubSpot connect to our ERP?

Usually, yes. I check for an existing integration first, and where it falls short, I build a custom one through the API.

Can we start with free HubSpot?

The free CRM lets you test the data model on your own process. The automation and reporting a B2B company usually needs are in paid editions, so count them from the start.

Do we need to hire a HubSpot admin?

In most B2B companies, a trained person on the team makes day-to-day changes without code. Bigger work, such as integrations, I take on as ongoing support.

How much is a HubSpot license?

You pay HubSpot directly, and the cost depends on the edition and number of seats. My license recommendation is in the implementation document after the workshop.

How much does implementation cost?

We’ll work it out on the call, once I know your process.

Let's talk about choosing a CRM

Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.

Gracjan Kasprzyk
Your call is with Gracjan Kasprzyk