BenchmarkONE

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.

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

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

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

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

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

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

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

Quickly add individual contacts to your database.

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

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

Upload and store important documents to a note.

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

Use automations and measure engagement levels of your prospective clients.

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

Quickly export your contacts to a .CSV file.

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

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

Easily add new contacts to your BenchmarkONE account with just a click.

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