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The HubSpot CRM is built for growing teams to attract, engage and delight customers.
Ricochet360 is the All-In-One sales and marketing automation platform is ideal for SMB, SME, and Large Enterprise companies looking to efficiently scale their sales operations.
The whole system is amazing and gives me flexibility and guidance at the same time. I am confident it is helping my business.
The marketing add-on is VERY expensive and there is no option for the Solo person. The software is geared to the enterprise which is too bad.
This is what I like about HubSpot. Once you become more of an enterprise level though, solutions like Salesforce is probably the better choice.
I hate that the utm parameters are getting stripped from pageviews. It makes everything so much more difficult.
I love how user-friendly HubSpot is. It has a ton of functionality and comes at a pretty good price for what you get.
Workflows can be confusing and hard to understand at times.
There is a lot you can learn from HubSpot and a great CRM for the companies that need a great work flow. Absolutely recommend this.
Now I am stuck with some defined items that are inaccessible.
It lets you do all sorts of customizations to the way you want the calls to happen. It's not easy to understand initially, but Ricochet offers superb support.
Expensive, algorithim can get thrown off quickly, spam guru is iffy.
Allows for unlimited customization, robust platform. Rep has been great assisting me in getting it working to my liking.
Sometimes it is difficult to use while multitasking with other systems in our office.
By using this it will help determine this and closing more sales. SENSITIVE CONTENT] was also great on helping out on the live support call.
Hop on the zoom call and after 45 minutes get absolutely no where.
Ricochet is an excellent easy to use software. The changes being made are heading in the right direction.
Was difficult at first to train staff, but once you get the rhythm it is smooth.
Monica: My name is Monica and I am an administrative and operations manager. Our company consists of 12 people and I would give HubSpot a 4-star rating. We were using Salesforce and the way it was described by my management was as an glorified database. Apparently, we did need support for every step that we needed to follow and support wasn't great, so it just took a lot of work to get simple tasks done. Yeah. I chose HubSpot myself actually. I did some research and I wanted a platform where I could have all of my activities in one place. So not only I have the CRM software, I can also distribute our newsletter and I can also get reports on the activity that I get with my customers and contacts. So initially, I tried it because it was a free platform that offered very sophisticated tools. And I ended up staying with it just because I can have everything in one place, even manage my social media accounts. At first, getting started with HubSpot was very easy. It is very intuitive. It is very well-designed. Later on, I did have some questions. I didn't have the time necessarily to explore the more complex tools, so I did reach out to the sales team. To be honest, it took some time to get an appointment. I got canceled three times so that wasn't great. But the software and the design itself is pretty good where I was able to set it up myself. I would say, if you want to try HubSpot, to watch some videos about all the capabilities. There is even a very short project-oriented course available online. I believe that it's on Coursera. That is very useful. They guide you through every step of the way and they show all the many different free tools that are available which is great because they're not pushing a sale. They are rather just teaching you how to use the software. And yeah, just watch a bunch of videos and do spend some time exploring the many available tools.
Nick: Hi, my name is Nick. I'm an insurance agency owner. I give Ricochet360 five stars, go ahead and click below. Prior to using Ricochet360, we're always bouncing around trying to find the right CRM and adding different pieces of technology towards tech stack. In a Facebook group that I have for other insurance agents, one of them recommended that we tried looking at Ricochet360. We went ahead, we did a demo and we found that Ricochet360 really filled the needs of what we were looking to do in terms of the marketing campaigns that we wanted to run. It's all encompassing, it was able to automate a lot of our tasks and the service people that we have working for us really enjoy using it. We chose Ricochet360 for one specific reason. In the insurance industry, it's all about lead generation and we wanted to run a specific marketing campaign using a dialer system that would be efficient all encompassing into one ecosystem and Ricochet360 really filled that need for us. Ricochet was very easy in terms of the onboarding process. Their team was very, very specific in terms of what we needed in order to begin with the onboarding process. So I was the point of contact with getting everybody set up. It was very easy, very streamlined. They walked us through the process. If we had any questions, they always made sure to answer our questions for us. However, there's a little bit of a learning curve and that goes to say for almost any piece of new software, Ricochet is very robust. There's a lot of features that you can utilize with the platform. So you need to keep using it. And the more you keep using it, the more you familiarize yourself with all the features, you'll learn to love it as much as we have. What I recommend before anyone signs up, not just with Ricochet, but any softwares, schedule a demo. It's really important. I know for us, when we scheduled a demo, I was able to pilot the software. We were very specific with what we wanted to do with our marketing campaigns. And I really wanted to see how the dialer system would work. So the representative, he walked us through exactly how that process works. As a visual guy, it really helped me understand what it is that we're signing up for. So definitely stress the demo. And the second part is join a Facebook group for Ricochet360 members. This will give you a chance to ask questions that you may never have thought of. You also will have the ability to find out a little bit about the cons of the system too. What people don't like about it, no system is ever perfect. However, it's important to hear both sides of things. So definitely I would recommend a demo and the Facebook group, and you'll be able to make an educated decision moving forward.
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