Series Posts: New Features

  • Benchmark CRM for Gmail

    Benchmark CRM for Gmail

    New Features • August 9, 2018

    Part of the benefit of having a CRM is the efficiency factor. It’s a tool that allows you to better manage your contacts and track interactions with ease. If your workflow is predominantly based in Gmail, wouldn’t it be more efficient to have your CRM right there as well? Yes. Yes, it would. Benchmark CRM…

  • 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.…

  • 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…

  • New Feature: Google Maps Automatically Completes Your Addresses

    New Features • 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 is start enter the address on the address line of your…

  • Feature: Forward Email to Contact or Lead Record

    New Features • 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…

  • New Feature: Upload Files Directly from Google Drive

    New Features • 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…