BenchmarkONE Reviews and Ratings

Use Cases and Deployment Scope

We are a solo financial planning practice and hired BenchmarkONE (Hatchbuck) to automate marketing email campaigns to prospective clients.

Likelihood to Recommend

Poor experience.

Use Cases and Deployment Scope

We use Hatchbuck to reach out to large numbers of prospects and clients at once. It allows us to disperse information across large groups of people in a controlled and measurable method. It provides a number of options to manage how those prospects view and interact with the emails we send, and sends us good information about what they are doing with the content. There are a number of tasks you can program into the emails to keep you notified, and it's just a great tool overall.

Likelihood to Recommend

In sales this is an excellent tool to keep prospects and clients up to date on relevant information about our programs. The software provides a smooth unsubscribe function as well, and manages it so as a user you don't have to pay attention. It will simply stop pinging the people that click Unsubscribe, and continue with the others. You don't have to 'scrub' your lists.

Use Cases and Deployment Scope

I use Hatchbuck across my whole organization (we're a small team of 2). We use it for keeping all of our contacts in one place, tagging/segmenting our contacts, and creating and deploying automated email campaigns. It makes it easy to keep track of contacts generated from different channels -- for example, I have zaps in Zapier set up so that all contacts from my website and lead gen tools are all automatically imported and tagged to Hatchbuck. Hatchbuck is also making it easy for me to reach different groups of contacts with unique messaging (for instance, I won't send the same email messages to my cold leads that I send to my warmer ones, and this is all automated).

Likelihood to Recommend

It's great for SMB agencies who want to track their sales/marketing pipeline and do email automation and contact management in the same place. Possibly larger e-Commerce businesses might not want to use Hatchbuck, since it seems to cater more toward agencies or smaller businesses. It's also great if you're on a budget - they're really robust for the price.

Use Cases and Deployment Scope

We're using Hatchbuck as a CRM for clients that are just starting with their marketing automation and want to integrate sales and marketing, without having to pay premium prices. It's used mostly by marketing and sales departments since it provides great options for marketing automation and customer relationship management through automated campaigns, notifications, pipelines and many others.

Likelihood to Recommend

Hatchbuck is a great tool if you're looking for a budget-friendly CRM option. It's easy to set up and fairly easy to navigate. Keep in mind that you will need additional tools for landing pages and social media. But even with the additional tools, the price of the software beats many other CRM solutions. This would be my #1 recommendation for anyone that's starting with their CRM efforts.

Use Cases and Deployment Scope

We use Hatchbuck as our cloud-based platform for our CRM, Digital Sales, and Content Marketing needs.

Likelihood to Recommend

Fantastic for smaller businesses as they begin to establish their brand prominence, create a thoughtful communications cadence with their community, and distribute relevant content for marketing and sales purposes. It is so easy to adopt and use. And it provides much of the functionality the larger providers (e.g. Hubspot) without the noise and distractions.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

Hatchbuck is great for small to mid size businesses that are really looking to keep track of their progress with their sales leads as well as their existing customers, as well as tracking the activity their customers are taking from their communications, and automate their sales and marketing funnel as much as possible. We are a SaaS company (software as a service), with sales that range from teeny tiny to very big fish so it's been an easy tool to work with to make sure we are communicating with clients based on their size and needs.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

<div>This is a good entry into marketing automation for those who don't want to be overwhelmed at the start, nor sunk by high prices. It was a combination of the price, onboarding, and basic capabilities that led to our selection. I expect we'll "grow out of it" in another year or so.</div><div>

</div><div>MUCH more appropriate for B2B. Most of my challenges are because my business is B2C. There is a new emphasis on "companies" in the CRM piece that actually becomes a nuisance when your only customers are individuals.</div>

Use Cases and Deployment Scope

Hatchbuck is used across our organization of 8 employees. Our company is a web-based resource portal for news, information, jobs, resources and more for the health economics arena of pharmaceuticals and healthcare. We make our revenue by advertising. Hatchbuck helps us capture advertising partner leads and know who our customers are.

Likelihood to Recommend

Hatchbuck is perfect for the small company looking to get a CRM but doesn't have a lot of money to spend. It's a very useful system that lets the user better manage internal resources that are limited (like sales staff), and has helped us get much better organized.

Use Cases and Deployment Scope

Hatchbuck stores the company's customer and prospect database and helps us stay in regular touch with customers and nurture prospects till they purchase. We don't like to cold calling for new business. Hatchbuck helps us engage people searching for our kind of marketing automation expertise and then educate them until they're ready for human contact with us. Hatchbuck's tracking system allows us to tag new prospects with their interests so we are smarter when we have those warmed-up conversations.

Likelihood to Recommend

Hatchbuck works best for solpreneurs or small workgroups where sharing information is supported. If a sales org has low trust, Hatchbuck won't be a good fit because there is no contact-level security and the "record email" feature is "all or nothing," meaning if it's on, any user will be able to read anyone's email correspondence. We solved this by not turning on the record email feature, but for some businesses, this is not ideal.

Use Cases and Deployment Scope

Hatchbuck has been a godsend. We switched from HubSpot.

While Hatchbuck does not have all the bells and whistles of other marketing automation softwares, it serves as a CRM <u><b>and</b></u> Marketing Automation tool that allows our small business clients to do <i>inbound marketing</i> at an affordable rate, while not compromising quality of delivery.

<b>We mainly implement Hatchbuck for:</b>

<ul><li>Segmentation of lists</li><li>Contact scoring</li><li>Email marketing</li><li>A sales pipeline management

</li></ul>

Likelihood to Recommend

<ul><li><u>Not ideal for enterprises</u> requiring ERP- level software.</li><li><u>Not a great e-commerce</u> solution.</li></ul>

<b>Perfect for</b> service based business [insurance, realtors, plumbers, etc.], small companies where lead generation is essential [ manufacturers, distributors, Chamber of Commerce, etc.]

Non-profit organizations are a great fit due to the cost of entry and list segmentation features within Hatchbuck.