Series Posts: CRM

New Feature: Google Maps Automatically Completes Your Addresses

CRM • November 13, 2017

We\'ve integrated with Google Maps! Now you can enter an address for a contact or lead and Google will prompt probable matches based on your first few characters and location. This saves time This cuts down on address errors All you need to do to start is enter the address on the address line of your contact or lead. Let Google figure out the rest! In the unlikely event that the address you type in isn\'t found, you can just ignore the suggestion. But like autocorrect, you\'ll soon find you\'re reliant on the little extra help. It’s so easy to use, there’s nothing else to explain. Next time you’re creating a lead or contact, see how a little text goes a long way when typing in your addresses. We love little time savers like these. Integrating with Google maps is just one more CRM solution from Benchmark!


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Creating an Automation is Like Packing A Lunchbox

Creating an Automation is Like Packing A Lunchbox

CRM • November 13, 2017

Let\'s say you wanted to pack some Kool-Aid in a thermos and put the thermos in a lunchbox. Most likely, you wouldn\'t start with the lunchbox, but with the Kool-Aid. You\'d make the Kool-Aid first. Then pour the Kool-Aid into a thermos. You\'d put the thermos in the lunchbox last along with the rest of the lunch. Creating an email automation with CRM software is a similar process: You create an email template first. You put the existing email template in a new auto email. You put the auto email in the automation along with the rest of the actions (like auto fills, auto tasks or even other auto emails) if you want. Let\'s take this a step further: Your lunchbox is a container whose triggering event is \"lunchtime\" and the condition is you (or whoever you\'re packing the lunch for). Your automation is a container that has a triggering event and conditions that you set. The triggers can be: when a record is created when a record is edited when a record is deleted when the value of a record\'s certain field(s) changes The conditions can be anyone or combined values of fields. Examples: State is California State is empty State isn\'t California Last Name starts with R Created Date is last 7 days (from time of trigger) Due Date is within next 30 days (from time of trigger) A bit more formal definition set: An automation is a container for a series of predetermined actions. The actions can be any number of: Auto Tasks - tasks that are created when triggered based on a preset template Auto Fills - field data that is entered for a record based on preset conditions Auto Emails - emails that can be triggered to go to contacts, leads or users based on an email template The automation contains the trigger and criteria by which those actions should be sent. Let\'s pack your lunchbox/create an automation First, decide what you want to do. Write it down on a list or in paragraph form: I want have these things happen whenever a new contact is created if the state is \"California\" or \"CA\": a welcome email should go out right away based on an email template I\'ve already created a follow up email (based on an email template) should go out 2 days after the contact was created a task should be created so that the contact owner calls to thank the new contact - this task is due 5 days after the contact is created the contact field \"country\" should automatically be filled to \"United States\" Let\'s break it down. I want have these things happen whenever a new contact is created if the state is \"California\" or \"CA\" Here\'s the trigger of your automation. You could say this is your lunchbox: You want to create a contact automation: the trigger is \"whenever a record is created\" the criteria is \"state = California\" or \"state = CA\" Remember that you\'re not going to create the automation first. It\'s better to prepare the automated actions (the items that go in the lunchbox) first. A welcome email should go out right away based on an email template I\'ve already created You want to make an auto email: name: give it a name so that you can recognize it later when you build your automation the module will be contacts its contents will be an email template you\'ve made that welcomes the contact its recipient will be the new contact\'s email address its trigger time will be \"instantly\" A follow up email (based on an email template) should go out 2 days after the contact was created You want to make another auto email: name: give it a name so that you can recognize it later when you build your automation the module will be contacts its contents will be a different email template you\'ve made that contains your follow up text for the contact its recipient will be the new contact\'s email address its trigger time will be \"rule trigger date + 2 days\" A task should be created so that the contact owner calls to thank the new contact. This task is due 5 days after the contact is created You want to make an autotask: name: give it a name so that you can recognize it later when you build your automation the module will be contacts the task subject will be the new contact\'s email address the task owner will be the same as the new contact record\'s owner the task due date will be \"rule trigger date + 5 days\" the trigger time should be instantly The contact field \"country\" should automatically be filled to \"United States\" You want to make an autofill: name: give it a name so that you can recognize it later when you build your automation the module will be contacts the field will be \"country\" the new value will be \"United States\" the trigger time should be instantly Now that you know your contents, pack your lunchbox in order Make the templates first Make the auto emails and put the templates in them Make any your autotasks and auto fills Make your automation and put the auto emails, auto tasks, and auto-fills inside Hopefully, this helps you with how to approach your automation. Here\'s a video where you can watch automation being created.


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Feature Focus: Auto Suggest

CRM • November 10, 2017

Autosuggest is a helpful tool that helps a user find an existing record in a lookup field (a field that relates to another record). What is Auto Suggest? By typing the start of the name or subject in an input field, any matching records will appear as a list under the input field. The user can just click on the name or subject to select it.   How can I be sure the autosuggested record I\'ve clicked is the correct record? Once you\'ve selected a record in a lookup field, it will be listed with a VIEW link next to it. Just click on it to view the selected record in a new tab.   Speaking of suggesting, may I suggest you have a look at our great CRM pricing?


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Feature: Forward Email to Contact or Lead Record

Feature: Forward Email to Contact or Lead Record

CRM • November 7, 2017

When starting new with a CRM, you might feel frustrated that you have important historical conversations in your external email client and you want them to be in your online CRM software. How do I get historical email from my outside email inbox to my CRM contact or lead? Good news: it\'s easy with the Forward Email to Contact and Forward Email to Lead workflows. Your contact or lead should already be created. If you haven\'t created one yet, do it quickly with the Quick Create Record shortcuts Step One: In the CRM, get the contact or lead\'s FWD Email Address and copy it Go to the record page for your contact or lead Click on the arrow button in the name bar of your contact or lead In the dropdown that appears, click on the button called: Forward Email to this Contact (or Lead) Record In the popup, click the button called Generate FWD email alias If there\'s already an email address here, just copy it. No need to generate a new address Copy the FWD email address Step Two: In your email client, forward the existing email to this email address Find the email message you want to forward Click the Forward button Paste your Contact FWD Email Address Click Send. That\'s it! Where do I see these Emails when they are forwarded? Just come back to your contact or lead in the CRM. Click on the messages tab and you\'ll see the forwarded email.   Does my contact or lead receive this email again when I forward it? No. The forwarded email goes directly to the CRM Can I reply to my contact on this message thread? No. You should just create a new message thread if you want to continue correspondence with your contact or lead.  


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New Feature: Upload Files Directly from Google Drive

New Feature: Upload Files Directly from Google Drive

CRM • November 3, 2017

Are you an avid Google Drive user? Read on for our latest CRM software solution: If you\'re like us, you\'ve seen the light and moved many of your company\'s documents, files and images to Google Drive. It\'s convenient because it\'s in the cloud and accessible anywhere. You\'ll now be able to upload your Google files by clicking the Google Drive button in the documents tab on any record detail page. Sign in once, and you can grab your google files when you need them and attach them to your appropriate contacts, leads, opportunities, etc. so that you or your other users have the file handy in the CRM. You can grab common file types: .doc, .csv, .xls, .pdf and image files. This integration grabs real files.


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What is CRM?

What is CRM?

CRM • November 2, 2017

CRM is Customer Relationship Management. CRM software helps you manage your customer relationships by improving your sales and support workflows. The Benchmark CRM is a powerful cloud-based customer relationship software application that you access from your computer, laptop, or tablet. We strongly believe we are the best CRM software for small business. We\'re awesome for small enterprise, too! As long as you have an internet connection, you’ll be able to better relate to your customers because: Each of your customers has a dedicated Contact record where you can: track the important, categorized data in fields add additional ad-hoc information via notes send and receive email with your contacts upload/download documents create and work tasks, events and calls manage support tickets create and close opportunities view opens and clicks from Benchmark Email Marketing campaigns Potential deals are Opportunity records where you can: track the important, categorized data in fields add additional ad-hoc information via notes send and receive email to contacts related to the opportunity upload/download documents create and work tasks, events and calls Support Cases are tracked via Support Ticket Records where you can: track the important, categorized data in fields add additional ad-hoc information via notes send and receive email to contacts  and/or users related to the support ticket upload/download documents create and work tasks, events and calls Potential Customers are managed on Lead records track the important, categorized data in fields add additional ad-hoc information via notes send and receive email to help qualify the lead convert those leads to contacts, with related opportunities and organizations when you\'ve qualified them Automation saves time and supercharges your workflows Based on criteria and triggers you set, the CRM will send emails to your contacts or leads create follow up tasks for your company\'s users fill in data on contacts, tickets or leads The Calendar and Notifications keep your team focused You can create reminders on your important tasks, events and calls A calendar shows you your engagements and todos Webforms capture leads and contacts from your website create custom webforms based on your contact, lead or support ticket fields generate code to be hosted on your own website people fill out the form and automatically create records you can even have automation kick in on these form-created records Permissions keep your data private between team members you can set up profiles to manage what functions users have access to set your sharing settings to private to keep records private to their owners set up permissions exceptions to privacy via roles, groups and sharing rules. The best way for you to see what you can do is to start a free trial. Come in and kick the tires. We\'re ready to help you when you have questions.


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Get a Sneak Peek at Benchmark CRM

Get a Sneak Peek at Benchmark CRM

CRM • April 26, 2017

No matter the level of experience, a practical marketer knows to find the right tool for every task. As email marketing evolves into customer engagement, having a CRM has become an integral part of connecting with customers and leads on a more personal level. That’s why we have been hard at work to create Benchmark CRM. It’s easy to use, mobile friendly and has a powerful email marketing integration at the forefront. Here’s what you have to look forward to: Manage your contacts, customers and leads Follow up on all opportunities Communicate easily with an email system directly in your CRM Boost engagement with the integration with Benchmark Email Benchmark CRM Exclusive Preview We want to give the marketers using Benchmark Email and you, our readers, the first opportunity to experience Benchmark CRM. Be one of the first to see how a CRM built by email marketers will be the smarter way to engage your customers. Boost sales and become a more efficient and impactful marketer. During this beta period, we promise to keep any bugs and UI issues few and far between as we improve based on your feedback. Any and all feedback is appreciated and is an important part of this exclusive beta period. We will be providing live chat and a feedback form so you can directly communicate with our product managers and support team. There will be no cost for this sneak peek. At the conclusion of our exclusive beta period, we will be offering a significant discount to our beta testers as a thank you for your contribution to the development of Benchmark CRM. We look forward to sharing Benchmark CRM with you. Join the waitlist for Benchmark CRM.


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