Simon here, And today we're going to be taking a look at HubSpot.
00:05
So as usual with these UX teardowns, we're going to be taking a look at the sign up, the onboarding, and that first use experience.
00:12
Without further ado, let's dive in.
00:14
So we'll go up here and we'll click get started for free.
00:21
So the sign up page is startlingly different from the website itself, but not necessarily a bad thing.
00:29
there's not too much to distract us here.
00:31
We've got the option to sign back in if we go up here, top right and we're just reminded that we are creating a free account, no credit card needed and we're either going to sign up with our social account or we're going to use a, email address.
00:44
Always good to have the option of the two.
00:47
So in this case let's add our email in here.
01:01
Interestingly, it didn't let me copy and paste my email so I needed to type it in.
01:08
Let's hope I've not made a mistake again.
01:10
And we'll click Verify email.
01:15
Aha.
01:15
Uh-huh.
01:16
This obviously keen to make sure that those who do sign up for HubSpot have their own verified email address.
01:23
So it looks like that's something we'll have to do before we can go any further.
01:28
We've got a new progress bar at the top here.
01:30
so it looks like we've got quite a way to go before we get into the product.
01:34
I'll go and grab this verification code and come back.
01:38
So I find these things are double edged sword really.
01:41
Whilst you may be able to verify that the person signing up is indeed who they say they are, there's a good chance that if you force users to verify that email before they can get into the product then you may lose them at this point.
01:59
So I've just copied our verification code.
02:01
Let's hope we can paste it in here.
02:03
We can.
02:04
Awesome.
02:06
And if we didn't get an email, I like the fact that they are able to resend or we can edit the email address.
02:13
You can if we have typed that wrong.
02:15
So it's just nice for users to be able to resolve these minor issues themselves.
02:22
Okay, let's click next.
02:25
And it looks like HubSpot are encouraging users to create a secure password here because they have listed out some rules.
02:35
So this is really well laid out and easy to follow but it can be a Bit of a pain to create a password that does fulfill all of these rules.
02:51
So it looks like the password we've pulled in from 1Password meets all of their criteria.
02:56
So we'll click next.
02:58
what is your name?
03:01
Let's add this in here again.
03:04
I mean it looks like we've got quite a long way to go here before we get into the product.
03:08
Click next.
03:09
What industry are we in?
03:12
I love the fact that they're giving us an option to search.
03:20
So let's type in design and click next.
03:25
Getting there.
03:27
Founder, like, I mean the questions are pretty straightforward.
03:35
So we are, we are rattling through it.
03:37
I mean it's not necessarily the number of steps that indicates the difficulty of the onboarding experience, but more so the weight of each step.
03:46
but as you can see we are rattling through these steps pretty quickly in fairness.
03:53
Next.
03:56
How many people work at your company?
04:03
What is your company website?
04:13
Where would you like your data to be hosted?
04:16
based on your location, we recommend EU or us.
04:21
So there's two options here.
04:22
I don't know how they know that I'm based in, based in the eu.
04:27
I didn't get asked to share my location or anything.
04:33
Let's create account.
04:34
So we've got a funky little animation here which is quite nice.
04:38
Tells us what's going on, we're preparing, we're personalizing the experience.
04:43
Even if you aren't going to keep users waiting, it's nice to keep them informed about what's going on.
04:49
So which of these sound most like me?
04:52
I'm new to HubSpot, but I have used a CRM before.
04:57
And what would we like to do first, let's track the deals in one place.
05:03
What I like about this is as we are selecting each option, it's given me a few more details on the right hand side here of what I can expect.
05:11
So if I'm tracking deals, then they're going to help me customize pipelines, create deal records and map milestones as well.
05:20
So just gives me a little bit of context, which is really nice.
05:24
Okay, let's get started.
05:34
So I think given the option I selected previously, it's now asking me to create a new pipeline, which I guess is understandable.
05:42
Although I would love to skip this step and get into the product unless I click cancel down here.
05:52
Cool.
05:52
so I think I might be in.
05:58
So it's taken us to the getting started page and it looks like we have a onboarding checklist here that's based on my previous Selection.
06:09
So in order to track my track all the deals in one place, we could go through this checklist one by one.
06:15
And it's also showing me what other things I can do here so I can send marketing emails and quickly connect with leads one to one.
06:26
So this is a really nice breakdown of how the product can meet my specific needs here.
06:35
Go through the checklist, the six items left.
06:37
It's going to take roughly 15 minutes.
06:39
So that's pretty cool.
06:40
And then if there was other things we want to do, then we could also use the other checklists underneath here.
06:49
So because we didn't complete checklists as part of the onboarding, I'm not too sure how much more we can do.
06:53
Let's use the navigation at the top here to click Sales and deals and let's create our first deal.
07:05
so this looks pretty exhausting.
07:08
there are some main consistencies here within the design, the visual design and I wonder why they haven't selected the Deal name form field by default.
07:22
So every time I click Create Deal I can simply type in here without needing to select the field itself.
07:30
but at least they're clear on which of these fields are mandatory.
07:36
So it looks like in order to create a deal we need the name, we need the pipeline, and we need the deal stage as well.
07:43
And once we've completed those three things, we can see the Create button down here comes into play.
07:50
So let's click Create.
07:57
Nice.
07:57
So every time we create a deal, then we're taken to the breakdown of that specific deal where we can learn about the deal on the left hand side here and edit and change any details.
08:08
Looks like we can change these on the fly as well.
08:11
So there's no need for users to go into a separate window.
08:15
We can make the changes and we can click Save bottom left, which is nice and convenient.
08:22
Confirmation message at the top here could be a little bit more clear.
08:26
It's really easily missed.
08:28
In the middle here we've got the overview screen.
08:30
But because we've just created this deal, there's not a lot of communication or contacts, companies etc, etc like the way they're using some tooltips here.
08:40
Just to explain a little bit more about what these are, let's click in activities.
08:48
Okay, so I'm guessing this is like a timeline.
08:51
It's nice to be able to collapse all of the items or expand them all at once without needing to select each individual one.
08:59
And then we can tab across the navigation here to view the different types of communication and activities over on the right.
09:07
We've got something else here.
09:08
I'm not too sure what this is.
09:10
I mean it looks like we can dismiss it using this little icon here.
09:14
So we've got the show toolbar and hide toolbar here.
09:18
We can also reorder these items just by hovering over them and using this little grabber.
09:24
There's some shortcut links on the right here to be able to add various items.
09:28
Overall, I mean I think there's a lot going on here.
09:32
The UI is a little cluttered.
09:33
It can be a little bit overwhelming for users, especially those who haven't used CRMs before.
09:39
HubSpot is clearly a powerful CRM here, but I think the learning curve for new users is quite high.
09:48
But they do a pretty good job of supporting and guiding users through that first use experience.
09:54
So I think we'll leave it there.
09:56
If you want your own teardown, just click in the links below.