BenchmarkONE knows your business isn't one size fits all! Customize your database to make our software fit YOUR needs.
Select time period to determine contact score (7 days, 30 days, 90 days)
Edit point values for each activity
Edit contact status names, follow up and general status buckets.
Edit company status names and general status buckets.
Edit name of your deal stages, general status buckets and default close probabilities.
Create new tags [+ New Tag]
Delete old tags [click the x and remove]
Edit current tags [double click into any tag pill to edit and save]
Edit your lead sources. You can select a lead source upon import or manually add or edit per contact, company and deal.
Edit custom fields for your contacts, companies and deals
Custom Field types include Single Line Text, Dropdown, Date, Date and Time, Paragraph & Numeric.
Create new or edit previous events
Events are great for tracking webinars, Birthdays, Renewal Dates & more
You can tie events to event based campaigns and schedule your emails before and after a particular event.
Edit products and product categories.
Edit contact temperature.
Deal Lost Reasons
Edit the reasons for deals lost. Deal lost reasons feed into sales reports for better insight.