Across 270 responses, HubSpot appears in 78.1% of category-named queries. When a buyer describes a symptom instead of naming the category, the shape changes.
You get a sales team off spreadsheets by giving them a **simpler, faster way to sell** *and* cutting off spreadsheets as the “source of truth” after a short transition period. The move is part data migration, part behavior change.
Below is a practical, sales-leader-focused playbook.
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## 1. Diagnose the real problem (it’s usually not “they like Excel”)
Sales reps stay in spreadsheets because they perceive that:
- It’s faster than the CRM
- It matches their mental model of deals
- The CRM feels like admin work, not a selling tool
So your plan needs to:
- Make the CRM directly useful to *their* daily workflow
- Remove the option to “just keep the spreadsheet updated instead”
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## 2. Design a CRM that feels like *their* spreadsheet, but better
Before you move anything, sit with a few reps and sales leaders and:
- **Define pipeline stages** in plain sales language (e.g., New Lead → Contacted → Qualified → Proposal → Negotiation → Closed Won/Lost).[6][5]
- **Identify essential fields** they actually use:
- Contact: name, email, phone, company
- Deal: stage, amount, expected close date, owner, last activity date[4][6]
- Keep it lean: avoid heavy customization until everyone is comfortable with basics (contacts, pipeline, activity logging).[10]
Your goal: when a rep opens the CRM, the deal view looks like their current sheet—just more visual and...
Every brand ranked two ways. Appearance = how often the brand is named at all. Pick share = how often the brand is the SOLE or PRIMARY pick, as a percentage of all 270 responses. The gap between the two is the recommendation gap.
| # | Brand | Appear | App % | Pick % | |
|---|---|---|---|---|---|
| 01 | HubSpot | 211 | 78.1% | 24.8% | |
| 02 | Salesforce | 153 | 56.7% | 4.8% | |
| 03 | Pipedrive | 127 | 47.0% | 7.0% | |
| 04 | Zoho | 90 | 33.3% | 1.1% | |
| 05 | Zoho CRM | 78 | 28.9% | 0.4% | |
| 06 | Attio | 61 | 22.6% | 7.8% | |
| 07 | Freshsales | 59 | 21.9% | 1.1% | |
| 08 | Close | 49 | 18.1% | 0.7% | |
| 09 | Folk | 26 | 9.6% | 0.0% | |
| 10 | Notion | 22 | 8.1% | 0.0% | |
| 11 | EngageBay | 20 | 7.4% | 0.4% | |
| 12 | Bitrix24 | 18 | 6.7% | 0.4% |
| Bucket | Top | n | Runner-up |
|---|---|---|---|
| Category discovery | HubSpot | 36 | Pipedrive 31 |
| Comparison | HubSpot | 36 | Salesforce 18 |
| Segment fit | HubSpot | 33 | Pipedrive 31 |
| Evaluation | HubSpot | 28 | Salesforce 20 |
| Pricing | HubSpot | 19 | Zoho 18 |
| Trust | Salesforce | 18 | Attio 9 |
| Switching | HubSpot | 18 | Salesforce 18 |
| Problem-first | Salesforce | 34 | HubSpot 33 |
The highest-leverage queries: the buyer describes a symptom rather than naming the category.
| # | Brand | Count | % |
|---|---|---|---|
| 01 | Salesforce | 34 | 54.0% |
| 02 | HubSpot | 33 | 52.4% |
| 03 | Pipedrive | 18 | 28.6% |
| 04 | Zoho | 6 | 9.5% |
| 05 | Zoho CRM | 5 | 7.9% |
| n/a | Zero-vendor responses | 24 | 38.1% |
Two lists. Vendor-owned and editorial sources on the left. SEO listing sites on the right. The split reveals which channel is doing the citation work.
Every 30-day pilot starts with one. Fixed fee. Ad spend billed to your account. Written verdict on day 30.