Marketing automation for the win!
Rating: 10 out of 10
IncentivizedUse Cases and Deployment Scope
Our team uses Hatchbuck in a variety of ways to support our sales, marketing, and customer service team members. We use their forms, automated campaigns, and tasks to follow up and nurture sales leads. Additionally, we use the automated campaigns, email templates, and their drag and drop email builder as tools to onboard new customers and follow up with existing customers. We also use Hatchbuck as a CRM to track and record details on our users and send targeted emails and campaigns to them. As a small business with limited staff and resources, Hatchbuck helps us ensure each of our customers gets the attention they need.
Pros
- We love that actions the customer takes, like opening an email, clicking a link, etc. adds up to a 'score' for them. This helps us gauge the level of interest from a customer in one glance.
- Their drag and drop email composer is easy to use and flexible enough to customize as we wish to align with our branding.
- Automated campaigns are easy to setup and we love that we can add notifications to alert us when a customer takes a certain action (fills out a form, clicks a link, etc.)
- We also heavily use their API to sync data and start campaigns, it's been a great way to automate as much as we can.
Cons
- They've recently updated their reporting metrics, so we'd love to see that trend continue and have the ability to create really customized reports.
- Similarly, they also recently updated their email composers and template library, but the more design options the better!
Likelihood to Recommend
Hatchbuck is great for small to mid size businesses that are really looking to keep track of their progress with their sales leads as well as their existing customers, as well as tracking the activity their customers are taking from their communications, and automate their sales and marketing funnel as much as possible. We are a SaaS company (software as a service), with sales that range from teeny tiny to very big fish so it's been an easy tool to work with to make sure we are communicating with clients based on their size and needs.
KR
Kaitlin Rawley
Director of Marketing in Marketing at Flocknote (Computer Software, 1-10 employees)
Vetted Review
3 years of experience