Latest Posts

  • New Feature: Add a Date Range to Your Views

    New Features • January 25, 2018

    It’s time to save the dates. A great little CRM improvement is the ability to add a date range as a condition in your views. Need to see which contacts were created between 1/2/17 to 1/9/17? Want to see the opportunities with an expected close date between 2/15/18 to 6/4/18? Can you see the support…

  • New Feature: Track Email Opens

    Uncategorized • December 26, 2017

    You asked for it, you got it! Now it’s possible to see if your leads and contacts have opened the emails you’ve sent them via the Benchmark CRM. You choose the emails you want to track When composing your email, just check the Track Email box if you’d like to add tracking to the email.…

  • B2B Sales? Better make sure your digital game is on point.

    Industry • December 2, 2017

    If your business is selling to other businesses, you need a solid digital presence to go along with good old-fashioned sales. CEB (Gartner) Presents its Research on B2B Purchase Behavior You matter, but not as much as you think you do When buyers do their research in the buying process, a study by CEB (now…

  • Spreadsheets are not efficient for customer relationship management

    CRM Solutions • November 30, 2017

    Are you currently managing your business’s contacts with spreadsheets? Maybe you’re like one of my two friends here: Friend 1 is the spreadsheet hoarder Friend 1 feels like he’s on top of his business because his whole day is spreadsheets. He has: One sheet for his contacts from his old store One for contacts in…

  • CRM Solutions: Automate repetitive tasks and emails

    CRM Solutions • November 16, 2017

    In this series, we present a business problem and offer a CRM software solution. Automated Emails Problem: I spend too much time in my software writing the same welcome email to my leads or customers CRM Solution: Create an email template with merge fields that automatically sends a personalized email to your contact or lead…

  • New Feature: Personalize your Email From Address

    New Features • November 15, 2017

    You asked for it, you got it: Your CRM Emails sent on behalf of your own email address! Two Options: Highest Authentication or Highest Personalization Option A: Use Bmarksend.com This default option will format your emails as: your first name + your last name + your company name @bmarksend.com Example: BobSmith.Acme@bmarksend.com Option B: Use your own email…

  • How Email Works in the Benchmark CRM

    CRM 101 • November 14, 2017

    We take pride that Benchmark CRM is unique to other CRMs in that you can create, receive replies and reply to replies while logged in online. You can even read replies in your personal inbox and reply to replies from there too. The conversation tracks back to the CRM so you or other CRM users…

  • What are the record types in the CRM?

    CRM 101 • November 14, 2017

    The CRM is comprised of modules like contacts, leads and organizations A module is basically a type of record. Each record is made up of many fields that hold the information that’s important to the type of module. Here are the main record types within the Benchmark’s online CRM software: Leads Leads are people that you may or…

  • How to get your data into the CRM 1: Manually

    CRM 101 • November 14, 2017

    Benchmark CRM is all about creating and working with your customer and prospect information. To do that effectively, you’ll want to create or import contact, lead and organization records. You can create records manually – either by quick create or a dedicated create record page – or you can mass import records via CSV. Method…

  • Integrating Benchmark Email with Benchmark CRM

    CRM 101 • November 13, 2017

    If you already have a Benchmark Email account, you can sign up for a Benchmark CRM Free Trial account on a dedicated link. The advantages are: You can quickly create a CRM account with your existing login and password Your Benchmark Email account will automatically be integrated with your CRM account this enables you to…