Marketing automation for the win!
November 15, 2017
Marketing automation for the win!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Hatchbuck
Our team uses Hatchbuck in a variety of ways to support our sales, marketing, and customer service team members. We use their forms, automated campaigns, and tasks to follow up and nurture sales leads. Additionally, we use the automated campaigns, email templates, and their drag and drop email builder as tools to onboard new customers and follow up with existing customers. We also use Hatchbuck as a CRM to track and record details on our users and send targeted emails and campaigns to them. As a small business with limited staff and resources, Hatchbuck helps us ensure each of our customers gets the attention they need.
- 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.
- 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!
- 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.
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.