Hatchbuck CRM: Is it Helpful?

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Hatchbuck is Customer Relationship Management (CRM) software that focuses on sales and marketing. It is designed to help small to mid-sized businesses grow and nurture customer leads.

One of the best things about this software is that it is really easy to use and offers an intuitive design. Our clients have found it to be easier to use, and less complicated that similar CRM tools like Salesforce. And with it’s Tasks and Notes functionality, it also allows you to stay more organized, which is a huge time saver.

Tagging

One of the features that we really liked about Hatchbuck is that you have the ability to tag and sort items extensively. For instance, a sales rep can tag “Complainer” to a customer record, so that other sales, marketing or customer service representatives can handle that customer with the special attention they deserve. You can also setup the system to auto-tag the contact record so when they visit the website and do something you want them to (fill out a form or survey) you can tag them as such. Receiving data back from Hatchbuck is so simple. The software offers many reporting tools that help businesses keep an eye on what they are doing and how they are spending their time and money.

When it comes to email marketing, there are many benefits with Hatchbuck. One of the most positive revolves around the ability to trigger different actions based upon the different clicks within an email. This helps to customize the customer’s experience and make it easier to deliver the information they need the most.

Finally, the software offers superb security and privacy settings that help keep companies safe at all times. Data is backed up in multiple locations and sensitive data is kept encrypted. In today’s world, this is definitely an important area of focus for any size of business.

Bash Foo Business Intelligence

So, the CRM software provided by Hatchbuck is great, but who do you get to run it? We estimate for a small business that it takes about 1 hour a day to provide good campaign oversight using the Hatchbuck system.  If you don’t have an extra 22 hours a month to set aside to nurturing your contact list, maybe hiring Bash Foo to maintain your CRM is appropriate. One of the offshoot “challenges” we have found with our Hatchbuck CRM clients is that they actually have to set aside extra time or add to their team so that they can follow up on all of the new opportunities that come their way. But hey, we think that helping our clients chase 20-30 new leads down a month vs. 2-3 is a pretty good problem to challenge our clients with.

All in all, Hatchbuck is a fantastic software when businesses are looking to save time and automate some of their marketing strategies. And teaming it up with Bash Foo Business Intelligence and our Inbound Marketing services may be the ticket for your small business or organization who cannot afford full time sales and marketing support at this time. When you rely on this software, you will be able to be more effective, which will offer better results from your marketing campaigns. Contact us to learn even more.

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