Learning Claris FileMaker

HubSpot is a popular online sales and marketing tool that tracks leads, deals, clients, and more.

Hubspot has a strong CRM (Customer Relationship Management) component, and much of its functionality often overlaps with custom FileMaker solutions.

Much of what Hubspot does could also be done in FileMaker, but it would be a lot of work to recreate it all.

Most of the time, it doesn’t make financial sense to reinvent the wheel.

Here are some of the helpful features in Hubspot for sales and marketing that might not make sense to build into a custom FileMaker solution:

• Tracking leads as they view pages on your website
• Tracking emails and consolidating under contacts
• Setting up meetings when your calendar is open
• Tracking web analytics
• Getting company marketing information such as annual revenue, owner, number of employees, etc.
(most of these functions require customer interaction with a web site)

FileMaker, on the other hand, has the advantage of creating a completely custom workflow that may be more of a challenge to recreate in HubSpot.

FileMaker can more easily track a lot of other related information that is not possible in HubSpot since HubSpot’s primary focus is on sales and marketing.

Creating custom reports is also easier with FileMaker.

So it often makes sense to use FileMaker AND HubSpot to help get your work done.