BenchmarkONE vs. Pipedrive

Both small and large companies alike can utilize it. The simplicity is great and automation is a real winner. It is most appropriate in scenarios where you already have a contact list or an established plan to get emails from contacts. A potential customer should simply talk about their current challenges and let Hatchbuck explain how their product would provide a solution.

Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.

Incentivized

• Email marketing. Their WYSIWYG email editor has a lot of options for customization, but also offers templates if you're not great with code or you're in a hurry.
• Keeping contacts organized. There are tons of ways to categorize contacts - using tags, labels, and other data.
• Automated contact "points." You can set up automations to add or subtract points from contacts based on their behavior (site visits, social media visits, clicks, etc.) to gauge how warm/cold your leads are.
• Customer service. Their team is really stellar and they really care about their clients!

Incentivized

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• It'd be great if the tool had landing pages and calls to action. It would eliminate the need for multiple tools and streamline the efforts and results.
• Form design could be better. Although there can be custom coded, the default options are pretty basic.

Incentivized

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

Incentivized

It has just about everything I want and then some. What I want but they don't have - calendar and e-mail integration, social media integration, and a mobile app, I believe are all in the works for a future release.

Unless I find something better...

Hatchbuck offers on-boarding, training, and has a suite of videos, which makes it super easy to get started. As with any software that is the key. Have a plan, stay focused, and get started. Once, you begin to play with Hatchbuck you will see that it is very user friendly.

There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!

Incentivized

There has never been any downtime for Hatchbuck, which is very reassuring for me as I market and recruit strenuously for the University at Albany's executive Weekend MBA Program. Hatchbuck team members have also been available when I have reached out to them with questions or issues. With one exception, where one of my e-mails became lost in the Internet "black hole," they have gotten back to me in very timely fashion!

I always get a response within 24 hours, unless I ask on a weekend. The team seems to work together to resolve my issues, answer my questions, and update me on changes. In fact, they have even connected [with] me to ask how they can improve the Hatchbuck software and their service. This is why I love them so much.

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

Incentivized

Overall very satisfied. More sample please.

Experiment is the only way to start

We really liked the unique mix of a CRM, an email marketing tool, and a sales funnel tool we found with Hatchbuck. Additionally, the software was easy enough to learn so that multiple team members were able to quickly get up and running using the system. Other tools we evaluated either had too heavy of a sales focus, were too clunky, or were lacking some flexibility within their automation or email options that were important to us.

Incentivized

The reporting tools with Pipedrive are immensely more advanced and customizable than Clio Grow. We are able to adjust and tweak the reports to make sense for our firm specifically whereas with Clio Grow, you were sort of stuck with the default reports. Pipedrive beats Clio Grow hands down.

Incentivized

• I personally experience approximately 10-12 positive prospect interactions due to Hatchbuck.
• It makes it easy to see how many times attachments are viewed, and projects a prospects interest.
• It guides you to some degree as to when to reach out again.

Incentivized

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

Incentivized