TrustRadius: an HG Insights company

BenchmarkONE

Score8 out of 10

51 Reviews and Ratings

What is BenchmarkONE?

BenchmarkONE (formerly Hatchbuck) is an all-in-one sales and marketing software that includes CRM, marketing automation, and email marketing tools. Users can build online forms, manage and segment contacts, engage prospects with relevant follow-up, manage tasks, and track their pipeline.

Media

See your progress at a glance. BenchmarkONE's dashboard gives you valuable insight into which areas of sales and marketing you should focus on the most.
BenchmarkONE's small business CRM makes it simple to track and manage all of your contacts in one spot. BenchmarkONE notifies you when important tasks are due and even sends you hot lead alerts when prospects are ready to buy.
Automatically track the pages your contacts have visited on your site, the emails they have been sent, the emails they've opened and the links they've clicked.  Understand their interests to put relevant conversations with prospects and customers at your fingertips.
Setting up Email Nurturing campaigns are a snap in BenchmarkONE. You can easily drip relevant content to sales leads and contacts that nurtures them throughout the entire buying process, saving you valuable time and skyrocketing response rates.
Create great looking emails using BenchmarkONE's drag and drop email builder, or select a template from our extensive email template library.

1 / 5

Top Performing Features

  • A/B testing

    Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.

    Category average: 6.6

  • Mobile optimization

    Users can easily optimize emails and landing pages for mobile devices.

    Category average: 7.8

  • Role-based workflow & approvals

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 6.6

Areas for Improvement

  • API

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 4

  • Social profile integration

    The software incorporates social profile data and social share histories to enhance segmentation and scoring of contacts.

    Category average: 4.2

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 5.9

Great CRM! Does what it needs to do, and does it well for you!

Pros

  • Email Tasks
  • Unsubscribe
  • Notifications
  • Follow up
  • Great templates for email creation
  • Very easy to have multiple users on our team sharing information

Cons

  • I feel the user interface is unclear at times
  • There should be some training videos or training tools on the site
  • I'm sure it does more than I'm currently aware of

Return on Investment

  • 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.

Alternatives Considered

AllProWebTools and Ontraport

Other Software Used

ConnectAndSell

A great budget CRM and sales/email marketing tool for agencies

Pros

  • 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!

Cons

  • Servers. Their servers are a little slow sometimes, making it a bit painful to make changes/saves.
  • I may be nitpicking, but I don't like having to click multiple times to confirm something. I'd rather their interface require one click for most actions and have an unobtrusive "undo" dialog box that pops up in case you didn't mean to make a change.

Return on Investment

  • Helps save time I would've spent on manually contacting leads
  • Saves money - is one of the better budget CRM systems out there
  • Has positively impacted my sales - my email campaigns (though few) have resulted in sales!

Alternatives Considered

Mailchimp

Other Software Used

SEMRush, Zapier, Airtable

Marketing automation for the win!

Pros

  • We love that actions the customer takes, like opening an email, clicking a link, etc. adds up to a 'score' for them. This helps us gauge the level of interest from a customer in one glance.
  • Their drag and drop email composer is easy to use and flexible enough to customize as we wish to align with our branding.
  • Automated campaigns are easy to setup and we love that we can add notifications to alert us when a customer takes a certain action (fills out a form, clicks a link, etc.)
  • We also heavily use their API to sync data and start campaigns, it's been a great way to automate as much as we can.

Cons

  • They've recently updated their reporting metrics, so we'd love to see that trend continue and have the ability to create really customized reports.
  • Similarly, they also recently updated their email composers and template library, but the more design options the better!

Return on Investment

  • We've had an influx of new 'free trials' and leads in the past 3 years and Hatchbuck has made it easy to ensure we give each of these clients the proper attention and training they need to become paying clients.
  • Through the API and activity tracking, we've been able to identify which step of the sales funnel a client is in and automate the follow up as much as possible which frees our limited team up to focus on other tasks.

Alternatives Considered

Pipedrive, HubSpot and Salesforce.com

Other Software Used

Chargify, dapulse, BugHerd

Everything you need without the hassle, complexity, or cost.

Pros

  • Ease of implementation and use
  • Affordability
  • Functionality
  • Support

Cons

  • Some of the design templates and tools leave a little to be desired
  • The reporting functionality is a bit clunky and not as user intuitive, harder to customize
  • Suggested workflow would help

Return on Investment

  • Shortens our sales cycle
  • Keeps us focused on lots of activity, to dos, and prospect communications
  • Great integration with our web solutions

Alternatives Considered

HubSpot

Hatchbuck Bucked Up Our Company

Pros

  • Automate soft marketing letters
  • Advance customers through sales funnel
  • Save time by sales staff
  • Organize leads by area of interest

Cons

  • Improve the ability to see what emails were sent out to sales leads across company, showing on a dashboard.
  • Make it easier to copy campaigns and make edits
  • Make it easier to manage tags by adding descriptors of what tags mean

Return on Investment

  • Year 1, I think Hatchbuck helped us improve sales by about 8-10%
  • I think Hatchbuck improved our sales staff focus

Other Software Used

Google Analytics, Hootsuite Free