BenchmarkONE Reviews & Product Details

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.

Much more efficient than the previous platform we were using. I like the contact score and filtering options that are available to segment our contacts. It allows us to create personalized communication. I am a big fan of the user interface and the way that the platform operates. It is really easy to use and onboard additional team members. The support and check ins that we have received from the team at Hatchbuck has also been really great!

When the platform is down and we are unable to access our contacts or use the system. Additionally, there are often times we import data and match it to a field but the data doesn't come into the platform. I would also like to develop better, more customized, automated reports. This would be awesome to have something that was sent to my email every Thursday or Friday to report to managers. It might just be that I haven't looked into the reporting feature enough.

Connecting the dots on our sales outreach to develop stronger, more personalized partnerships. The platform has streamlined the outreach process for all of our University partners. We are now able to move contacts from a prospect through to a nurtured lead and then create tags and groups to categorize contacts.

It's easy to get started and to implement. You don't have a lot of experience building email templates or campaigns and their support is always willing to help out. Their onboarding has worked well for all my clients that use Hatchbuck. Additionally, they are not super strict on purchased lists as long as you do some verifications first to make sure you keep the bounce rate down.

Over the years there have been some changes, design and functionality changes and that haven't always gone as smoothly as they should have. The Opens and Click stats aren't always correct or inflated due to firewall issue possibly that other platforms have worked out how to account for. This can inflate the success rate of a campaign and at times it has been pretty significant.

So for us, we are a consultant and help other companies implement and manage Hatchbuck. The main benefit for us is that it's easy and fast to get implement and that results in a lower consulting fee for our clients. As we work with a few clients with various goals we have learned a fair bit about hatchbuck and have a great relationship with their support.

As we work to launch a new software, Hatchbuck has been instrumental in setting up our sales pipelines, assigning leads, and closing deals. Hatchbuck has a great price point and we look forward to seeing our network grow! I highly recommend the software for any organization looking to set up their sales pipeline.

I don't like that we have to manually update leads once someone signs on to our software. It's an extra step that may become cumbersome as more deals close. In addition, social media integration would be great.

We are a new venture so it's been great to have this software from the beginning to upload our leads and create a sales pipeline.

As a small company, too many pieces can be overwhelming. Hatchbuck answers that need by giving us many tools (email, CRM, web integration). I like having one point of contact that answers all my questions. Probably their Automated Email System is the best part of the package because it lets a small company perform like a larger one.

Hatchbuck requires a lot of time to reach into the contacts, find the contact, update the contact. My company gets a phone call and has to respond immediately. Having to dig through screen after screen to arrive at a contact is cumbersome. Another note, Zapier is a great way to get apps to communicate. So an easier meet and greet app for the customer is linked back to the the contacts in Hatchbuck...works perfectly. But the Deals section of Hatchbuck should be easily triggered as well. Currently the Deals page is very limited in automation so I have not be able to convince my sales team to use that section of Hatchbuck.

Main solution is historical. Triggering emails to revisit old clients or lost clients. This is the key...followup...to any successful company. The fruit that hangs higher in the tree takes more effort to reach.

Hatchbuck is very easy to sue. It covers all of the bases on what 99% of all B2B SMB's needs in a CRM and email marketing platform.

Company records could be a bit more robust, but they are constantly improving them, and you can accomplish a lot with custom fields.

I needed a CRM with a built-in email automation platform that was easy to use. Hatchbuck is that system. After spending almost 6 months trying to get "confusionsoft" to work the way I wanted it to, I finally scrapped it and went with Hatchbuck. I DO NOT regret my decision.