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 frequency and general status bucket.
Edit company status names and general status bucket
Edit name of your deal stages, general status bucket and default close probability
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 you can manually change or edit per contact
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