BenchmarkONE Reviews & Product Details

Marketing automation and email templates

Some bugs occationally occur, and some functionality missing.

Keeping hold on clients and rememberring to contact them

Automated emailing with campaigns and linking to Gmail makes it easy to keep up to date with contacts

I wish you could add a deal from the side bar in gmail. You can add a task, add notes, view activity but not add a deal.

Campaign marketing

Love how easy it is for us to use, and our clients. There's a lot of flexibility with coding our own email templates, and love being able to save filters for lists.

The report we like to use requires manual number input after export.

Segmenting email list.

I love the ease of use and the reminders. It definitely keeps me notified with new tasks/reminders so I don't miss a sale!

There are not many downsides, but I would like to see some further filtering functions. We work in an environment where we are calling nation-wide and it is very troublesome to look at time zones individually before each call. It would be very helpful to filter new contacts by time zones.

Customer retention, notifications, email opens -- all necessary for a successful salesforce.

Hatchbuck gives us a fully-functioning CRM tool so that we can seamlessly integrate activities between sales and marketing as well as between multiple departments within the organization. With the ability to automate many sales and marketing functions based on trigger events, we can very efficiently and focus on keeping the channels of communication open with our clients and prospects. The ability to design custom emails, and now landing pages and pop-up ads (beta at this time) has further improved our tracking of our prospects' behavior and interests.

I have the occasional issue with the filters.

Hatchbuck Forms has made it incredibly easy to tracking leads. It also facilitates the management of sales activity and communication between sales and marketing departments. Hatchbuck has also made the process of growing our business development team much more manageable. We benefit from the ease of reporting, quick reference to activity and easy-to-use design features and automation for email communication.

Hatchbuck has the features that CSA needs to track and manage our sales leads. We like the ability to score and then focus on the leads with the most potential. We get leads from multiple sources and Hatchbuck supports our sales process very effectively. The email marketing function is very robust. We also like the price - very affordable for a startup company.

There is a learning curve to most effectively use the system, but Hatchbuck has a phased onboarding process and they were always available for our questions.

Improved management and follow-up of sales leads.

Hatchbuck is easy to use and is a comprehensive CRM tool.

I don't think I am using Hatchbuck to its full potential and need more education to do so.

I am able to reach out to my customers and potential customers more effectively.

It's helpful to keep track of clients and sales and see what everyone else is doing! We use it for all new business and for followup.

The tasks are a little hard to use - when you have several, they get jumbled.

I feel like Hatchbuck really helps me understand all the sales I'm missing out on

It has all the fundamentals of a CRM without all the extra fluff that I don't need or want as a marketer. Since I take it upon myself to continue my eduction for the company, all I need my CRM to be is reliable and intuitive - which is exactly what this system does for our team.

Sometimes it can be a tad bit glitchy. But the team is really quick about fixing issues. Just in the few months that we have used the system, they have continually made updates and improved the system.

Streamlining our client communications and automation to better interact with current or potential clients. I also love that the Hatchbuck team is so easily accessible. I know that if I reach out to them, it will only be a few hours (or at most, one business day) until I hear back from them with a solution or a next step to my problem.

I like that you can customize your settings to show exactly what you are looking for each time you go in

I don't like that it flags duplicate emails but doesn't let you click on the email and go directly to the existing profile

It's a great CRM to manage leads for sales calls. It helps organize upcoming tasks and follow ups.

It's a DIY solution for small businesses that don't need the feature set of a large CRM like SalesForce. The company is easy to work with and the system seems to be very user friendly.

In some ways the system is a little too DIY. They offer email templates and set up a campaign for you, but customizing these to my business needs are a little beyond my technical and creative abilities. I'm sure I could figure it out with enough time, but some of it is a little daunting.

We get a lot of new business leads but not all of them are ready to purchase our services right away. Hatchbuck allows us to keep tabs on these folks, send them periodic drip marketing to keep us fresh in their minds, and when the time is right, we are there to convert the sale.

I touch on much of what I likea couple of questions down. The fact that I can largely automate my recruiting/marketing is huge plus after working with the clunky ACT! CRM for six years. Timely deliver of pertinent information, e-mail tracking capability (opens, clicks, bounces, unsubscribes, etc.), the inclusion of a sales pipeline feature and being able to track the various stages in it, effective reporting, and its all inclusive nature.

I would like the software to be more robust in certain areas such as e-mail and social media integration and calendaring, which I understand is all being worked on. Right, now there is no connectivity between my calendar and Hatchbuck and I need to insert my Hatchbuck inbox e-mail address every time I want an outbound message to be included in someone's record. I does not yet have a mobile application.

The problem of inconsistent and, therefore, somewhat ineffective recruiting/marketing. Actually, not so much ineffective as not nearly as effective as it could be. There was also the issue of not knowing, numbers-wise, where my recruiting stood. Now, I'm able to craft relevant messages and develop campaigns to specific targets and disseminate them in timely fashion to my prospects. I now also know how many deals are in my sales pipeline and who precisely is in what stage.

How Hatchbuck integrates CRM and marketing automation in one simple program.

Had a little trouble integrating customized calls to action on the website.

I needed a reasonably-priced solution for marketing automation. I was especially happy to see that Hatchbuck also integrated CRM. A great value!

BenchmarkONE provides us the liberty to create any type of automation just with a few clicks. Its interface allows us to segment all our contacts properly so that we can organize our client interactions & improve our deliverables. We can also map our customer journey entirely so that we recognize what would be required to promote customer satisfaction & build business solutions. Integration with other tools also is comfortable & we feel satisfied with its automation features, landing pages and email campaigns for meeting our marketing goals.

Nothing in particular to dislike about BenchmarkONE's support for our retail organization. We are impressed with the deep insights and forecast offered based on customer preferences, products and services which need more attention. We also feel good about its personalizing feature for sale in a single pane of glass, which effectively simplifies list creation for all our targeted marketing conversations.

We had large requirements to manage our customers through a robust CRM tool and BenchmarkONE serves the requirements. Its email builder is helpful as it's customizable & we can also create templates that are frequently used for our business. All its utilities are streamlined properly so we never felt any difficulties in flipping back and forth between tons of email sequences on a daily basis. We can also define metrics for sending SMS or push notifications via its automation functionalities. We also seamlessly integrate BenchmarkOne with Zapier which is our external SMS system for delivering notifications. For marketing automation, we make use of its trigger events functionality so that we manage all prospects of our customers without missing anything crucial for our sales.

Email System, CRM and Marketing Automation all in one place. Love the ability to create forms. The interface is very user-friendly.

It would be helpful if you could assign multiple contacts (email addresses) to multiple companies. Would also love the ability to have more marketing automation options, such as if someone doesn't open and email, then send them another email. I also have been having issues with bot activity and not being able to tell if someone actually opened or clicked on an email.

Saving a lot of time by streamlining our email process. Also saving time, not wasting time on prospects who are not interested. Having three different platforms (CRM, Email and Marketing Automation) made contact list maintenance a disaster. This solves that issue by housing everything in one place.

In our company, since we started with the BenchmarkONE test, we have been satisfied since it has provided us with tools that help us with the management of campaigns and sales and marketing workflows thanks to its segmentation, evaluation of potential clients and visitor tracking of the web offers us the best alternatives for the market.

Our work team received some complaints from clients since not all of them manage to cancel their subscription effectively and consequently they are supplied in the same way messages or emails from marketing campaigns which can get them upset and complain. On the other hand, it has small flaws like the HTML platform.

Something that our team needed was to keep track of the interactions made by clients with respect to our campaigns, for this BenchmarkONE offers us the solution since it gives us a score with respect to said interactions that we need, such as reading the emails, visiting the website, downloading documents, among other things that made it easier for us to know which areas were the most frequented and thus not lose sight of and make improvements to those less visited.

Their quick support and tool integrations

Sending and receiving emails could be easier to use and the Dashboard could show details to have more of an instant update instead of having to go into those specific contact profiles. The task feature would be best if it integrated with something like Microsoft Teams tasks.

All of my contacts can easily be organized and tagged appropriately.

It's unusual that doing things in business turns out better than you expected. For my team at HealthEconomics.Com, this was the result of our first year experience with Hatchbuck! The business need we had was how to be better at marketing and sales (defined as: more targeted, better follow-up, more success). The solution was Hatchbuck. The result was 13% improvement in sales in our first year of Hatchbuck. Now, every dollar of that 13% growth is due to Hatchbuck - that just wouldn't be fair to my awesome sales people :-) - but it has indeed helped us target, follow-up more successfully, and have more success with our hundreds of customers. And probably most importantly, my sales team and I all feel in better control of our business. The whole group at Hatchbuck is on our side to be successful. We are definitely renewing for next year. The cost of the software service is manageable for our small business and it's easy to learn.

I'd like a better interface when adding tags without having to go to the Systems settings. I'd like a cheat sheet that defines a tag when you mouse over it (like a "comment" field or a note in Microsoft Word/Excel.

Needed better segmenting of customers (where they are in the sales funnel, what their interest is, what their pain point is); needed automatic follow-up; needed a way to achieve drip marketing; needed email and website integration of customer pathways; needed it to be affordable for a small business. We achieved drip marketing, segmenting, follow-up, and 13% sales growth.

I enjoy using Hatchbuck because it is fairly user friendly but also has a ton of helpful features and capabilities. You can categorize contacts in many different ways, which is great for organizational purposes. Hatchbuck also keeps detailed statistics on every email you send out with it, and has a fantastic email builder with templates and coding options.The new features with Pop-Ups and Landing pages are fantastic, and offer even more options for our company to expand our reach and contact base.

Sometimes the amount of features available is overwhelming and confusing, but there are several videos and articles that help remedy this issue. There are a few aspects to the software that still need some work. In the email builder, is is hard to achieve some specific results, and occasionally, image quality is depleted. The new Pop-Ups and Landing pages feature is very helpful and unique, but could use more options for customization. We had wanted to put our logo in a Pop-Up, but it was very difficult to get the right, placement and size for the image. The spam filters for Hatchbuck are also a little lack luster. We get a lot of spam contacts and it is very hard to get genuine people to sign up for things like newsletters,

Hatchbuck makes it infinitely easier to keep track of customers and maintain contact with potential leads.

Email marketing capabilities are great, and undoubtedly one of the highlights of Hatchbuck, it offers numerous customization options for editing your marketing campaign emails, allowing your company to create the email exactly as you wish. But if you don't understand code and editing, Hatchbuck offers a plethora of ready-made templates, just choose which one to use.

Slow servers, this was the main problem I faced with using Hatchbuck, sometimes when trying to do some updating or altering some work we had problem with slow servers which made the task a bit frustrating and certainly more laborious.

Hatchbuck was implemented in our company to improve our marketing campaigns and to help prospect new customers, which he accomplished very well. Hatchbuck helps us keep in touch with our regular customers and also prospect new customers thanks With the marketing tools offered, it is much easier to sell a product to an already interested customer, and Hatchbuck does it very well, making it easy for our sales teams to work, and the salesperson just has to keep the customer interested and get them to do it. negotiating with our company and thus finalizing the work that was started by Hatchbuck.