BenchmarkONE

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Learn how to add, organize, segment, and manage your contacts using BenchmarkONE's CRM.

Contacts

Understanding contact deliverability statuses within contact activity feeds.

Activity Feed: Deliverability Status Indicators

Statuses help to identify your relationship with contacts and how they evolve through the nurturing process.

Step-by-Step Guide To Contact Statuses

Tags are a great way to segment, organize, and track contacts

Using Tags

Use automations, work from a record, or take a group action.

Adding or Removing Tags

Adding and Filtering by Custom Fields

Custom Fields allow you to store additional information, but there is a character limit you should be aware of.

Custom Field Character Limit

How Contact Scoring Works

Edit the points associated with each available action to track your contacts' engagement.

Updating How Your Contact Scores Are Calculated

Track your channels to find out where your hottest leads are coming from.

Adding and Using Lead Sources

Here is a guide to setting up your categories and using the manual purchase tool.

How do I use Purchases?

Customize and Organize

Getting your contacts out of BenchmarkONE and ready to import into Contacts+ takes just a few minutes.

Connecting Contacts+ and BenchmarkONE

Quickly perform common actions like sending an email, adding a contact, or entering a note from anywhere in the system.

Quick Actions Menu

Manually unsubscribe contacts by request or if you no longer want to email them.

Manually Unsubscribe a Contact

To make sure your import process goes smoothly, here are some guidelines for organizing and saving your spreadsheet before you start.

Organizing Your Spreadsheet Before Importing

Quickly add contacts and companies from a spreadsheet using our import wizard.

Step-by-Step Guide to Importing a Spreadsheet

Learn what data is appended to existing records upon import and what data is overwritten.

Importing Existing Contacts & Companies

If you find duplicate records in your BenchmarkONE database you can quickly merge those two records together.

Merging Duplicate Contacts

Prior to importing, make sure you have the first and last name fields in separate columns.

Separate Contact First and Last Name in Excel

To import a file into BenchmarkONE, it needs to be UTF-8 encoded. View instructions for converting your file.

How to Convert Your File to UTF-8 Encoding

Quickly add individual contacts to your database.

Adding a Single Contact

Creating a simple online form can be a faster, easier way to input contact information than manually adding contacts on a one off basis.

Manually Adding Contacts Quickly

BenchmarkONE can match your contact to their social media profiles, pull those networks in, and add an image to the Contact's record

How BenchmarkONE's Social Media Snapshot Works

Choosing/Changing Profile Pictures

Upload and store important documents to a note.

Attaching Documents To A Contact Record

Increase scores for an individual contact or as a group action.

Manually Boosting Contact Scores

Use automations and measure engagement levels of your prospective clients.

How To Boost Contact Scores with Automations

Store important events in contact records and tie campaign communication to that date.

Tying Events to Contacts

Quickly export your contacts to a .CSV file.

Export My Contact List

Once the BenchmarkONE extension is up and running, you can quickly add or edit contacts through the Gmail integration. Here's how!

Adding & Editing Contacts Through Gmail Integration

View conversations from your Gmail inbox while using the web app.

Viewing Gmail Integration Activity in BenchmarkONE

This new feature ensures a smoother experience when handling mass datasets, improving both efficiency and data management!

Importing 10,000+ Contacts

Import and Manage

Filters can be adjusted to search for the inverse of contacts with specific tags. Also known as contact suppression.

Filtering on Negative Tags

Quickly view the information you need most by customizing your contact list view.

Customize the Contact List View

Tag Scores accumulate and never decline, while Contact Scores are dependent on a time window and can detract back to zero.  Learn more!

Tag Score vs. Contact Score

Filter for the information most important to you based on contact, contact activity, company, and deal data.

Filter the Contact List View

Filter for default fields, custom fields and tags.

Contact Filters

Learn more about your contacts through their engagement with your emails, website, forms, etc.

Contact Activity

View contacts that have been sent or not sent an email, and how they engaged (or did not engage) with that message.

Email Activity

View contacts that have clicked (or not clicked) through an email.

Filter Contacts That Have Clicked Links in Emails

Tags can be used to segment your contacts based on their groups, general interest, and behavior.

Filter by Tags

With BenchmarkONE's and/or searching feature you can complete a boolean search for contacts, companies and deals.

Advanced Searching

Mass update or take action on a filtered list.

Updating Multiple Contacts or Taking a Group Action

View contacts that have opted out of email communication.

Finding Contacts Who Have Unsubscribed or Complained of Spam

Pull a list of contacts with a bounced or invalid email address.

Finding Contacts with Bounced or Invalid Email Addresses

Filter for contacts that are missing an email address.

Finding Contacts Without an Email Address

Keep your list clean to ensure a good sender reputation.

Check Your List To Avoid SPAM Complaints

Filter for contacts based on email deliverability.

What Does "Can/Cannot Be Sent an Email" Mean?

Find your nurtured, engaged and neglected contacts.

What Does Follow Up Frequency Mean?

Filter and Segment

View the information you need most by customizing data columns in your tasks tab.

Customize the Tasks List View

Keep track of your to do's and check off your follow-up.

Managing Tasks

Create as many types necessary to organize your follow-up efforts.

How Can I Manage Task Types?

Flag tasks to see which ones will require immediate attention.

How Can I Make a Task High Priority?

Update or take an action on multiple tasks at once from the tasks list view.

How Can I Update Multiple Tasks at Once?

Backdate and complete any task to record the activity in a record.

How Can I Backdate a Task?

Task Management

Quickly add companies from a spreadsheet using our import wizard.

Step-by-Step Guide to Importing Companies

Merging Duplicate Companies

Filter and search on company information.

Guide to Associated Companies

Use a group action to mass update companies.

How Can I Update Multiple Companies?

See the information most important to you at a glance.

Customizing Company List View

Search and find important company information.

How Can I Filter My Company List View?

If I Change a Company's Status, does it Change for all Contacts?

Companies

Find answers and get help from Intercom Support and Community Experts

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