EX-03. CRM. AI visibility audit.

HubSpot

HubSpot leads CRM. In problem-first, the lane looks different.
Category
CRM
Run date
2026-07-24 UTC
Sample
30 questions x 3 samples x 3 engines = 270 responses
Engines
anthropic, openai, perplexity

HubSpot leads CRM. In problem-first, the lane looks different.

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.

33/63
HubSpot in problem-first
HubSpot's presence in symptom-shaped queries.
Overall category presence: 211 of 270 (78.1%). In problem-first specifically, 24 of 63 responses in this bucket name no vendor at all (38.1%). That's empty inventory the leader could plausibly claim.

How AI answered a real buyer question in this category.

Query. Bucket 8. Problem-first. Excerpted from published audit.
my sales team lives in spreadsheets — how do I get them off

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.

---

## 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”

---

## 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...

Vendors named in this response NONE

Appearance rank and pick-share rank tell different stories.

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.

#BrandAppearApp %Pick %
01HubSpot21178.1%24.8%
02Salesforce15356.7%4.8%
03Pipedrive12747.0%7.0%
04Zoho9033.3%1.1%
05Zoho CRM7828.9%0.4%
06Attio6122.6%7.8%
07Freshsales5921.9%1.1%
08Close4918.1%0.7%
09Folk269.6%0.0%
10Notion228.1%0.0%
11EngageBay207.4%0.4%
12Bitrix24186.7%0.4%
HubSpot appears in 78.1% of responses and is the sole or primary pick in 24.8%. That is a 53.3-point gap. 12 appearances are UNFAVORABLE.

Top-mentioned brand in each type of buyer query.

BucketTopnRunner-up
Category discoveryHubSpot36Pipedrive 31
ComparisonHubSpot36Salesforce 18
Segment fitHubSpot33Pipedrive 31
EvaluationHubSpot28Salesforce 20
PricingHubSpot19Zoho 18
TrustSalesforce18Attio 9
SwitchingHubSpot18Salesforce 18
Problem-firstSalesforce34HubSpot 33

Problem-first zoom.

The highest-leverage queries: the buyer describes a symptom rather than naming the category.

#BrandCount%
01Salesforce3454.0%
02HubSpot3352.4%
03Pipedrive1828.6%
04Zoho69.5%
05Zoho CRM57.9%
n/aZero-vendor responses2438.1%

The domains the assistants pulled from.

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.

Established, own content
  • salesforce.com Salesforce43
  • nutshell.com Nutshell43
  • hubspot.com HubSpot36
  • folk.app Folk21
  • help.salesforce.com Salesforce17
  • pipedrive.com Pipedrive16
  • attio.com Attio16
  • techradar.com120
  • prospeo.io57
  • monday.com56
SEO listing sites
  • hackceleration.com15
  • leadhaste.com14

Methodology and caveats.

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