Latest Posts

  • Heart of Business: Rand Fishkin Returns

    Rand Fishkin on Igniting SparkToro, Lost and Founder

    Industry • June 6, 2018

    The Heart of Business podcast has allowed us to connect with titans in their industry over the years. We first hosted Rand Fishkin on the podcast to talk all things SEO more than five years ago. When an expert of his level breaks off to start something new, we had to hear about it. We…

  • How To Eliminate Old CRM Data That Will Put You In Danger

    How To Eliminate Old CRM Data That Will Put You In Danger

    CRM 101 • June 4, 2018

    Maintaining relationships with your customers is an essential part of your business. That is why you chose a CRM to log crucial data and learn more about your customer’s needs. CRM’s can be very powerful tools to help you gain the upper hand with your marketing efforts, and lead to more sales. But, what happens…

  • Heart of Business Eliot Crist

    Heart of Business with Football Analyst Eliot Crist

    Industry • April 26, 2018

    Here at Benchmark, we recently brought our podcast, the Heart of Business, back from hiatus. However, this is the debut of the Heart of Business here on the Benchmark CRM Blog. If you’re new to the podcast, it’s goal is to speak with individuals who have been able to pursue their passions through business and…

  • Spreadsheets are not efficient for customer relationship management

    CRM Solutions • April 17, 2018

    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…

  • Little Improvements > Big Features

    CRM Solutions • February 24, 2018

    Sometimes it’s the little things that count. What do I mean? Well, the Benchmark CRM is chockfull of enterprise features: Assignment Rules, Automations, Permissions, Sharing Rules, Content Library… the list goes on. But what about the little tiny improvements that make your workflow better every day? We focus on these things just as much as…

  • 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

    New Features • 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…

  • 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…