Most Recent Posts

  • 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…

  • 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…