Great Training Wheels for Small B2B Compnay
November 10, 2017
Great Training Wheels for Small B2B Compnay
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Hatchbuck
Hatchbuck is being used throughout my organization across product lines as our primary CRM and marketing automation tool. As a small business, the needs for automation are great. It permits nurturing of leads and managing customers at various points in the funnel without a full-time staff operating around the clock.
- Emails - Hatchbuck has recently enhanced their email template collection. That said, most of ours use plain text. It's easy to design your own, though.
- Support - whenever I have had an issue or question, the responsiveness has been exceptional.
- OnBoarding - I had a 1:1 consultant to meet with me over my first several months who was delightful and capable, helping me learn the system.
- Campaign design could be strengthened with the use of visual mapping as many other marketing automation offers.
- They've only just introduced a mobile solution, and it is not very practicable for managing; rather it seems designed for sales reps on the move.
- The reliance on tags can become quite "clunky" over time. Their CRM is wonderfully integrated but not as strong as standalone products.
- The ROI has been slower than expected due to having to learn about marketing automation from the ground up.
- There was a much longer starting ramp than I was led to believe, as it wasn't until year 2 that some of the features became clear.
I use HubSpot Sales concurrently with Hatchbuck as it offers capabilities not included with Hatchbuck: email tracking not from the system, integration with Facebook advertising, website popups.
Hatchbuck was selected as an entry-level tool focusing on automation and CRM. Though it is not as robust as the full HubSpot system, it is substantially less expensive for a startup.
Hatchbuck was selected as an entry-level tool focusing on automation and CRM. Though it is not as robust as the full HubSpot system, it is substantially less expensive for a startup.