BenchmarkONE vs. Keap

Both small and large companies alike can utilize it. The simplicity is great and automation is a real winner. It is most appropriate in scenarios where you already have a contact list or an established plan to get emails from contacts. A potential customer should simply talk about their current challenges and let Hatchbuck explain how their product would provide a solution.

Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.

Incentivized

• Email marketing. Their WYSIWYG email editor has a lot of options for customization, but also offers templates if you're not great with code or you're in a hurry.
• Keeping contacts organized. There are tons of ways to categorize contacts - using tags, labels, and other data.
• Automated contact "points." You can set up automations to add or subtract points from contacts based on their behavior (site visits, social media visits, clicks, etc.) to gauge how warm/cold your leads are.
• Customer service. Their team is really stellar and they really care about their clients!

Incentivized

• Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
• Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
• Updates: Keap is constantly providing more and better solutions!

Incentivized

• It'd be great if the tool had landing pages and calls to action. It would eliminate the need for multiple tools and streamline the efforts and results.
• Form design could be better. Although there can be custom coded, the default options are pretty basic.

Incentivized

• More articles and videos on how to use the various functions of Keap
• Having representatives designated to certain regions or companies for a point of contact when help is needed
• More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions

It has just about everything I want and then some. What I want but they don't have - calendar and e-mail integration, social media integration, and a mobile app, I believe are all in the works for a future release.

We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.

Hatchbuck offers on-boarding, training, and has a suite of videos, which makes it super easy to get started. As with any software that is the key. Have a plan, stay focused, and get started. Once, you begin to play with Hatchbuck you will see that it is very user friendly.

You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.

Incentivized

There has never been any downtime for Hatchbuck, which is very reassuring for me as I market and recruit strenuously for the University at Albany's executive Weekend MBA Program. Hatchbuck team members have also been available when I have reached out to them with questions or issues. With one exception, where one of my e-mails became lost in the Internet "black hole," they have gotten back to me in very timely fashion!

There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

I haven't had any performance issues with Infusionsoft. Every time I use the software everything seems to run quickly and smoothly.

Incentivized

I always get a response within 24 hours, unless I ask on a weekend. The team seems to work together to resolve my issues, answer my questions, and update me on changes. In fact, they have even connected [with] me to ask how they can improve the Hatchbuck software and their service. This is why I love them so much.

Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.

Incentivized

This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application. The training and education is only as good as your willingness to apply it.

The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.

Overall very satisfied. More sample please.

If you do this by yourself it will likely take you 6-9 months to get it entirely set up, unless you have a full-time dedicated person handling it. I recommend hiring a prof service company to implement it for you. They should be able to do it all in 90 days or less.

We really liked the unique mix of a CRM, an email marketing tool, and a sales funnel tool we found with Hatchbuck. Additionally, the software was easy enough to learn so that multiple team members were able to quickly get up and running using the system. Other tools we evaluated either had too heavy of a sales focus, were too clunky, or were lacking some flexibility within their automation or email options that were important to us.

Incentivized

Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.

Incentivized

You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.

• I personally experience approximately 10-12 positive prospect interactions due to Hatchbuck.
• It makes it easy to see how many times attachments are viewed, and projects a prospects interest.
• It guides you to some degree as to when to reach out again.

Incentivized

• Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.
• We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering.
• List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings.

Incentivized