Salesforce
I think HubSpot is the best CRM in most cases.
There's nuance, and we'll still need to list your requirements to make a decision, but I feel pretty confident you'll choose HubSpot after we go through your requirements.
If you're set on Salesforce for your CRM, I can help you. Salesforce is the most powerful CRM. But it does require a lot of resources to maintain.
Where are you with Salesforce?
Considering Salesforce
In evaluating Salesforce as the CRM for you, I'd want to learn about your business, how you operate, your data, and what you want to report on. While it will depend on your requirements, I'd want to evaluate HubSpot as an option for you.
Let's compare both and pick what actually fits your needs.
Already have Salesforce
I can help with data modeling, reporting, automation, and more. If your Salesforce is a mess, we can clean it up. If it's working but you want to optimize, we can do that too.
Finding yourself doing a lot of manual repeat work? Enter my favorite part of Salesforce: Flows. Flows are Salesforce's solution for automation—and they're wildly powerful.
Have a different CRM
I'd love to talk to you about what you're looking to improve with your current CRM, no matter which one you're using. We can work within what you have, or evaluate whether migrating makes sense.
No CRM yet
Starting from scratch? HubSpot is almost certainly your answer. We'll walk through your requirements, but I bet we'll decide on Hubspot.
If you're committed to Salesforce or another CRM for specific reasons, I can work with you on that CRM instead.
Migrating between CRMs
Moving from one CRM to another invovles wholly understanding your data as it is now, any new requirements, functionality, or reporting you need, and how that fits into the new system. I can handle Salesforce migrations, but I'll probably recommend HubSpot as your new CRM.
CRMs built for nonprofits
I have experience with one CRM built for nonprofits and have somewhat thoroughly evaluated one more. If you're a nonprofit and you're focusing your search on one of these options, I'd love to work with your team on evaluating and choosing a CRM.
(Hint: it's probably going to be HubSpot, not one of the nonprofit-focused CRMs.)
Nonprofit-specific CRMs sound good in theory, but they often lack the flexibility and integration capabilities you actually need. HubSpot gives you more power at a better price point for most nonprofit use cases.
Why I recommend HubSpot
Salesforce is incredibly powerful. But that power comes with complexity, cost, and maintenance overhead. For most small businesses and nonprofits, HubSpot gives you 90% of what you need at 30% of the cost and complexity.
I'm not anti-Salesforce. I'm pro-right-tool-for-the-job. And for most of my clients, that tool is HubSpot.
If Salesforce truly is the right tool for your job, I'll implement it well. But I'm going to make sure we've thought through the alternatives first.
Let's talk
Fill out the contact form. We'll discuss where you are with your CRM needs, define the problems, and figure out whether Salesforce, HubSpot, or something else is the right solution.