HubSpot Sales is a cloud-based CRM platform designed for sales and marketing automation. With their extensive set of email marketing and communication tools and an inbound approach to sales and marketing, HubSpot gives teams the ability to attract visitors, convert leads, and close customers in a single ecosystem. This makes it a powerful platform for tracking and managing traditional sales and marketing funnels for customer-focused industries like retail and SaaS. It also means that HubSpot Sales is designed to do exactly what it says: sell.
Dealmakers in the professional and financial services industries—from venture capital to private equity, investment banking, consulting, and more—are supporting vast, complex networks of prospects, clients, and businesses partners, not traditional customers. CRMs like Salesforce and Pipedrive are excellent examples of other sales-oriented tools, but teams that are looking for relationship management and not just manual contact management or lead management solutions have other options to explore. Let’s take a look at how Affinity and HubSpot Sales differ so you can choose the best CRM solution for your needs—whether you're selling or closing deals.
HubSpot’s flywheel sales model is a standard-bearer for customer success, marketing, and sales team ecosystems. More specifically, HubSpot Sales, their dedicated sales-focused CRM tool is built on the foundation of a marketing and customer success platform. This means it also includes built-in calling features and email tools that can replace other email marketing platforms like Mailchimp. The platform’s user-oriented design and hundreds of hours of training courses make it easy to become an expert—if at the expense of time spent on training.
HubSpot prides itself, first and foremost on being an inbound marketing platform. While its sales and customer success features are still powerful independently, HubSpot CRM is most effective as a complete ecosystem for client and customer management. This means that teams that don’t need a full software suite end up with bloated features (e.g. social media management or retail payment functions) that won’t get used.
Additionally, like other legacy, transaction-oriented CRM platforms, HubSpot CRM’s deal and contact management is still manually managed. This can present challenges for deal teams working with high volumes of contacts and deals that are dependent on accurate contact records and frequently nurtured relationships.
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Rather than being a dedicated marketing or sales platform, Affinity is a dealmaking platform that focuses on the relationships at the heart of relationship-driven businesses. Industries like venture capital, private equity, investment banking, commercial real estate, consulting, and more use Affinity to make more data-driven decisions for their dealmaking process.
By automatically capturing “data exhaust”—details that are automatically captured from email communications, meetings, and contact information such as names, roles, industry, and source of introduction—Affinity ensures all of your internal data is up-to-date. This data is then converted into relationship intelligence—insights that help your team find, manage, and close more deals.If you’re still unsure about which CRM is the right fit for your business, check out these other CRM alternatives.
Relationship-driven dealmakers need features that work for their workflows—not retrofitted sales tools.
Purpose-built dealmaking platforms directly support long-term relationships and automate redundant, manual work like data entry and report building. Here are a few ways teams are using Affinity’s relationship intelligence to build a better business and close more deals:
Affinity’s pricing structure offers a wide range of options for teams of all sizes—from large enterprise organizations to small businesses. The most popular solution is Affinity Premium Tier—which gives teams access to Affinity Analytics reporting dashboards—combined with either Enhanced Support or Enhanced Support Plus customer support expansions.
Explore other add-ons—including the proprietary datasets offered through Affinity Data to grow your team’s access to people and organization-related details that help you make better investment decisions. Reach out to our sales team today to find the pricing package that suits your needs.
Legacy CRM solutions are well-suited for sales teams but can be difficult to fit into dealmaking workflows. Relationship intelligence platforms like Affinity are purpose-built for dealmakers.
CRM platforms like HubSpot Sales are flexible, multi-use tools that are used by companies of all shapes, sizes, and industries to manage linear, traditional sales pipelines. Teams that are looking for a transaction-focused CRM solution can find great success with HubSpot’s variety of functionality, but for dealmaking teams that want to focus on their relationships, a relationship intelligence platform is a purpose-built fit.
If your team is ready to automate manual contact and deal data entry and take back time to focus on the relationships that drive your business, try Affinity. Talk to our team today to learn more.
Why our customers love Affinity
“We use Affinity to stay on the same page and hold each other accountable. It’s been a game-changer for collaboration.”