Which is the best CRM platform?

HubSpot vs Dynamics 365

Choosing a CRM platform is daunting. With so many choices out there, making a final decision can be tough. To help you decide, we’ve launched Huble’s first annual Mystery Shopper Challenge, where we get experts in two of the most popular options, HubSpot vs Microsoft Dynamics 365, to face off in a series of tasks. We've anonymised these experts, and will let you be the judge of which CRM software comes out on top.

Task 1: Add a new contact

Add 3 companies to the CRM and associate the contact to each of the companies but with different labels: Prior Employer, Channel Partner, Insurance Agent.

HubSpot: Add a new contact

Dynamics: Add a new contact

Task 2: Enrol two contacts into a pre-built series

The first communication needs to be an email which is already written but is personalised with the contact's name and a prompt for the user to enter the sport they like. The second step, set to 3 days later, is for the assigned sales rep to call the contact with a provided script.

HubSpot: Enrol two contacts into a pre-built series

Dynamics: Enrol two contacts into a pre-built series

Task 3: View the timeline of an opportunity/deal

Apply a filter through this activity timeline, to only show the website visits that this contact has had on the website.

HubSpot: View the timeline of an opportunity/deal

Dynamics: View the timeline of an opportunity/deal

Task 4: Create a list and add contacts

The marketing team is hosting an event. Create a list/campaign and add a prospect/lead and a customer contact to the event list/campaign.

HubSpot: Create a list and add contacts

Dynamics: Create a list and add contacts

Task 5: Set up a new user

A sales rep has left, but a new one has joined. Set up a new user, assign them to a team, and grant them a “sales rep” user security role. Move all the deals, leads, and accounts to the new user from the previous sales rep.

HubSpot: Set up a new user

Dynamics: Set up a new user

Task 6: Set up & manage sales processes

A company has two sales processes, set these up. Then create a playbook that is recommended for a sales rep when they open a deal that is in the Discovery stage. Next, open a deal in the Discovery stage, and engage with the above playbook. Finally, move a deal from the “New Business” to the “Upsell” pipeline.

HubSpot: Set up & manage sales processes

Dynamics: Set up & manage sales processes

Task 7: Create a dashboard

Create a dashboard with 25 best practice reports to monitor the status of the pipeline, prospects and customers. Give the team access to this dashboard.

HubSpot: Create a dashboard

Dynamics: Create a dashboard

Task 8: Create an automation

Send contacts an email that explains your company values when their deal reaches the “proposal” stage. Create an automation with the first step being a welcome email that greets them by name and includes the values. Next, enrol the contact into a Facebook audience so that they start seeing a banner ad campaign for 3 days.

The third step should be a text message to the contact that says “we can’t wait to start working with you”. Finally, create a task for the sales rep to let them know that the proposal stage campaign is now complete for this deal.

HubSpot: Create an automation

Dynamics: Create an automation

Task 9: Create a form

Create a form that a customer can fill out with their name, email and company name. Include a hidden field called “Competition Name” and set it to “Spring”. When someone fills out the form, ensure it is associated with their contact record. Send a notification to a Slack Channel and Microsoft Teams when the form is submitted.

HubSpot: Create a form

Dynamics: Create a form