HubSpot vs Insightly - Which CRM Offers Better Reporting for Sales Managers
As a sales manager, tracking your sales activities is one of the most important parts of your job. With so many CRM software options available in the market, choosing the right one for your business can be overwhelming. We have done some research and compared the reporting capabilities of two popular CRM software options - HubSpot and Insightly.
HubSpot Reporting Capabilities
HubSpot is a popular CRM software that offers powerful reporting capabilities for sales managers. HubSpot's Sales Analytics feature provides deep insights about your sales activities, helping you to make data-driven decisions.
HubSpot offers various sales reports such as sales activities, sales performance, sales activities forecast, deal forecasting, and deal stage duration. Sales activities reports give you an overview of your team's activities, such as calls made, emails sent, appointments booked, and deals made. Sales performance reports show you how well your team is performing against their targets, and sales activities forecast reports help you to plan your future sales activities.
Insightly Reporting Capabilities
Insightly is another popular CRM software that provides comprehensive reporting capabilities for sales managers. Insightly's reports feature provides quick access to real-time data, helping sales managers to make informed decisions.
Insightly offers reports such as opportunity reports, task reports, activity reports, and pipeline reports. Opportunity reports give you insights into your team's opportunities and how they are progressing. Task reports show you how well your team is performing their activities, and activity reports give you insights into how productive your team is. Pipelines reports give you a visual representation of your sales pipeline, helping you to identify gaps.
Comparison
| Hubspot | Insightly | |
|---|---|---|
| Sales activities reports | Yes | Yes |
| Sales performance reports | Yes | No |
| Sales activities forecast | Yes | No |
| Deal forecasting | Yes | Yes |
| Deal stage duration | Yes | Yes |
| Opportunity reports | No | Yes |
| Task reports | No | Yes |
| Activity reports | No | Yes |
| Pipeline reports | No | Yes |
As you can see from the comparison table above, both HubSpot and Insightly offer great reporting capabilities for sales managers. Hubspot is particularly strong in sales performance and sales activities forecast. Meanwhile, Insightly offers a wider range of reports, including task reports, activity reports, and opportunity reports.
Conclusion
When it comes to choosing a CRM software for your business, both HubSpot and Insightly are great options. It ultimately boils down to the specific needs of your business. If you need more detailed insights into your sales activities, HubSpot would be a great option. If you are looking for more comprehensive reports across different areas of your sales process, Insightly is a better fit.
Whichever CRM software you decide to go with, make sure to utilize its reporting capabilities to the fullest, so you can make informed decisions and drive your sales performance.