PRESS RELEASE: Hatchbuck Releases New Mobile Version to Empower Small Business Owners Posted on July 19, 2017July 18, 2017 by Allie Wolff This press release was originally published on PRNewswire. ST. LOUIS / July 18, 2017 — Hatchbuck, an innovative and easy-to-use sales and marketing software for small businesses, today announces the launch of Hatchbuck Mobile. The release of this mobile version will empower small business owners and their teams to see progress at a glance, manage contacts, send emails and close new business deals from their phone or tablet. Hatchbuck Product Manager, Ben Xue, says the mobile version will help propel sales even when users are away from their desktops. “Hatchbuck Mobile helps our customers build better relationships with their contacts and leads wherever they are,” said Xue. “With our new mobile interface, small businesses will be able to communicate with prospects and customers more quickly, manage their tasks while out of the office and constantly know how their sales and marketing processes are performing.” Hatchbuck Mobile includes critical CRM and email marketing capabilities to allow small businesses to streamline processes on the go, including: Quick Dashboard Insights The mobile dashboard syncs with Hatchbuck’s main database, offering a real-time snapshot of the overall sales and marketing process. Customers will now have instant insight into key sales and marketing data such as revenue, sales opportunities, and email and website visitor metrics needed to make more informed decisions. Contact Management The mobile interface allows easy editing or adding of contacts. Users can also call or text contacts with a single click . Global search means that Hatchbuck users can quickly look up contacts and reach out to them seamlessly. Simple Email Tools Hatchbuck Mobile allows users to keep the conversations going even when they’re away from the office. Send emails instantly – either from a previously saved template or a one-off email on the fly. Call or text customers and prospects with a simple click. Deal and Task Management With the task manager, users are able to see upcoming and completed tasks right away. Adding new tasks lets users build their to-do list so opportunities don’t fall through the cracks. Users can also manage deals within their sales pipeline, giving them the tools needed to win more business. “We think that Hatchbuck Mobile is a fantastic addition to our suite of services. We care about helping small businesses succeed and having a mobile interface is going to help our customers streamline processes and drive more sales,” says Jonathan Herrick, Co-Founder and CSO/CMO of Hatchbuck. Additional Resources Schedule a live demonstration of Hatchbuck here. See full release notes here. Learn more about Hatchbuck Mobile here. Like Hatchbuck on Facebook. Follow @hatchbuck on Twitter About Hatchbuck Hatchbuck is easy-to-use small business sales and marketing software that propels relationships into customers. With Hatchbuck, small business owners no longer need to duct-tape together clunky tools, like email and spreadsheets. The all-in-one suite includes a simple CRM, user-friendly email marketing tools and the power of marketing automation to nurture prospect and customer relationships and grow sales.
Manage Contact on the Fly with Hatchbuck Mobile Posted on July 18, 2017September 10, 2019 by Erin Posey Here at Hatchbuck, we understand that it’s an increasingly mobile world out there. We know you’re constantly hustling to attract new business and that a lot of the hustle is happening away from your main workstation. Technology is reshaping the way small businesses connect with prospects and clients, which is why we are thrilled to provide our users with Hatchbuck Mobile. Over the last year, we’ve been working hard to augment the ways our small business and agency customers seize every opportunity by focusing on accessibility and flexibility improvements. Hatchbuck Mobile includes many of the desktop interface’s most impactful CRM features to keep you connected to your customers in and out of the office. Why a Mobile CRM? As a small business, we know every opportunity is important to you, which is why we want you to be prepared and informed no matter where your business takes you. Whether you’re traveling, meeting with clients, or simply away from your workstation, Hatchbuck Mobile enables you to quickly access and communicate with contacts on-the-go. Mobile Key Features: REAL-TIME DASHBOARD INSIGHTS – Your mobile dashboard provides a real-time snapshot of your sales and marketing efforts. Access sales and revenue data alongside email and website visitor metrics. ORGANIZED CUSTOMER MANAGEMENT – Quickly create, lookup, and update your contact records on the fly using global search and a full contact detail view. QUICK COMMUNICATION – Need to get in touch? Reach your contacts in the manner that makes the most sense. Whether it’s a call, a text, a simple email, or an existing template, staying top of mind with your contacts is only a click away. TASK MANAGEMENT – Make sure your team is on the same page and none of those hot leads fall through the cracks with simplified task management in your pocket. Mobile Benefits: Hatchbuck Mobile provides a real-time snapshot of your small business sales and marketing even when you’re away. Streamlined tasks will allow your team to stay on the same page from their mobile devices. You no longer need to collect business cards or slicks. Instead, create a contact within Hatchbuck Mobile and sync up with your main Hatchbuck database. You can stay in touch with your customers more easily and more immediately with one-off emails, calls or even texts. Hatchbuck Mobile provides the most critical sales and marketing capabilities in an easy-to-use mobile interface to streamline your processes, keep your small business on track, and help you make more informed decisions in those increasingly frequent moments when you aren’t at your desk.
A Beginner’s Guide To Customer Journeys Posted on July 17, 2017September 22, 2022 by Jonathan Herrick Every great product begins with an idea to solve a problem. Just look at innovate solutions such as Uber’s car service, Apple’s iphone, or the Watson A.I. platform from IBM. Great products sell themselves when customers fully understand their value and the impact on their lives. But it’s not enough to just create a great product. You need to better understand the behaviors of your customer: why they buy and stay loyal to your business. A customer’s journey describes this realization and goes a few steps further, establishing your average customer’s thoughts and feelings before, during and after a purchase. The easiest way to visualize this is in a map—what’s known as a customer journey map—which depicts the possible emotions a customer will have while interacting with your business. To beginners, customer journeys can look absolutely daunting, like a complex web. That’s because you will likely have more than one map, depending on how they found you and what their reaction to your product is. Mapping their journey helps mitigate bad customer experiences and cut a clear path toward the right outcome. What Problems Can You Solve By Understanding Customer Journey? A customer journey should be like reading. If this article were filled with typos, yuo wuld tinhk its weidr. You would stop and start and get annoyed. The same thing happens with customers—if they don’t enjoy a smooth onboarding process or user experience, they’ll get annoyed and simply leave. One of the biggest benefits to understanding customer journeys is that they force you to lay out and consider your sales process in an analytical way. They reveal opportunities to interact with your customer and ways in which you can address different emotions, whether they’re overwhelmed by initial research or skeptical of a sales pitch. These macro insights into your sales process can also reveal opportunities for integration between devices, departments and platforms. A good example of this is on-hold customer service: if you’ve ever been on hold and repeatedly heard a message informing you that you can discover answers to almost any question on their online FAQ, that’s a byproduct of someone analyzing a backlogged customer-service line and realizing there was a way to cross-promote digital awareness with a practical solution. That’s part of the customer journey. How to Prepare for Your Customer Journey Map The first step is research. You likely already have basic data on your customers from website traffic and social-media analytics—gender, location, time spent on your site and engagement are all easy enough to track. But the harder part is knowing how to interpret that data. A long time spent on your site might not be a good thing—it might mean the user is having a hard time finding whatever it is they’re looking for. Using a social tracker that measures sentiment (positive, negative or neutral) will be helpful if your brand has a big enough social following. If not, a survey is a great way to gain insight into your audience and pinpoint areas you may not have realized needed improvement. It’s easy enough to entice people to take a survey if you offer them something in return, like a coupon or free product. (Plus, you’ll find an extra chance to grow your email newsletter.) What to Keep in Mind When Mapping Customer Journeys Always be sure to keep the customer first. This is about them, not you—you’re telling their story. Sometimes, what they think or feel might sound unfair to you, but if that’s what the data shows, that’s what you’ve got to fix. Map out every possible interaction your business might have with a customer, from various ads (social, TV, radio, print, etc.) to their eventual purchase process, unpackaging, customer service and aftermath. Leave no moment overlooked. One of the biggest things beginners should watch for is how your perception lines up with reality. If you’re advertising a TV that you claim can be installed by anyone in less than 5 minutes, you should verify that that’s the case—and, if you’re finding people complaining often enough that it’s taking a half-hour, that’s a key takeaway for both your marketing department and your product-development team. Customer Journeys Never Really End There are a myriad problems that you can realize only once you put yourself in your customer’s shoes. Even once you’re done your map, you may not actually be finished. As your product stays with them and technology changes, you’ll want to revisit how well you and your business are keeping up with the times, whether strategies are becoming obsolete or whether customer satisfaction is changing. Keeping on top of customer journeys is long-game work, but it’s necessary to maximize your business and stay ahead of the curve.
VIDEO: 5 Small Business Marketing Strategies You Can Implement Today Posted on July 14, 2017August 5, 2022 by Allie Wolff As a small business owner, you likely don’t have enough time in your day to be selling your services door-to-door or cold-calling prospects – and you probably won’t close leads with those tactics anyway! We’ve compiled a list of five marketing strategies you can implement into your strategy to step up your game and start converting more prospects right away. Enjoy! https://www.benchmarkone.com//wp-content/uploads/2017/07/5-Small-Business-Marketing-Strategies.mp4 For more tips on building your small business marketing strategy, check out these blog posts: 64 Small Business Tools To Prevent Marketing Madness How To Avoid The Biggest Small Business Marketing Pitfalls Top 20 Small Business Marketing Blogs to Follow to Boost Your Marketing Smarts The Fixings for a Perfect Small Business Marketing Stack Small Business Marketing On A Budget: 5 Low Cost-High Impact Strategies How to Effectively Leverage Social Media With Limited Time The 3 Non-Negotiables For Building Your Small Business Social Media Strategy
Tweak Your Biz: How to Ditch Archaic and Ineffective Sales and Marketing Tactics Posted on July 13, 2017July 11, 2018 by Jonathan Herrick If you still think conducting cold calls is a great way to build your business, think again. Tactics like random cold calls and black books with client contacts are signs of a broken system. These practices aren’t relevant in today’s customer-first selling cycle — they’re not only a waste of time and energy, but they’re also a punch in the gut to employee morale. In the past, buyers had only a few avenues to receive information. Businesses controlled sales conversations and pushed information to buyers through channels like radio and television ads and, yes, through cold calls. Today, buyers are doing their research online and are only ready to engage with a sales rep in the last third of the buying process: the decision phase. Before that, they actually want to remain anonymous while they gather information on their own. To read the rest of Jonathan’s article, visit Tweak Your Biz.
6 Ways To Tweak Your Small Business Marketing Strategy This Summer Posted on July 12, 2017January 24, 2024 by Allie Wolff For small business owners, summertime can mean different things. For some, like restaurant owners, summer means an upswing in business. For others, it’s the slowest time of year. No matter which boat you’re in, you should be dusting off your marketing strategy and tweaking it during the summer season. We use the word “tweak” for a reason. This isn’t a complete overhaul of your marketing strategy. In fact, your primary goals will stay the same. Instead, you’ll refresh key components of your marketing strategy and maybe add a few new elements. 1. Step Up Your Visuals When the temperature’s high and attention spans are short, visual content is the way to go. An interesting, well-edited photo is the kind of thing that stops someone from mindlessly scrolling through their feed and instead interests them in your product. Now, this is easier for some businesses than others. An ice cream shop can snap pictures of their smiling customers enjoying colorful cones. But what if you offer a service like accounting? In this case, selling the story is the trick. Instead of taking photos of spreadsheets and paperwork, shots of happy customers or team building activities will help. Link your image to a quality landing page that details your prices and boom – you’re selling through photos. 2. Amp Up Your Social Media Presence Since summertime is all about social activities – vacations, restaurants, beaches, barbecues – your customers are spending a lot of time snapping and sharing those experiences. This also means they’re on the lookout for what other people are up to. Sharing photos on Instagram or videos through Snapchat increases your chances of engagement and brand awareness even during your slowest season. 3. Make the most of Mobile Turn your attention to mobile marketing and if you haven’t put much thought into making your ads and blog posts mobile friendly, it’s time to do so now. Today, more searches are conducted via mobile and people are engaging with their social networks from a smartphone. This means that optimizing your content for mobile phones is vital for your company’s exposure. Mobile content is especially important in the summertime because there’s less likelihood that your prospects and customers will be sitting at a computer. Instead, they’ll more likely be out of the office, on the move and using their mobile phones. 4. Put Out Your Best Content Visual content is perfect during summer because generally speaking people aren’t in the mood to read long, dense blog posts. But let’s say your customers are big readers. Summer is the time of year where they’ll catch up on the backlog of content they wanted to read during the rest of the year, but couldn’t. If you’re going to release an e-book, make sure it’s an entertaining read and that your writers put extra effort into making it the sort of thing your ideal customer would want to download to their tablet and read on the way to the beach. 5. Make The Most of Your Out of Office Emails If you’re running on a skeleton staff during the summer, don’t just throw in the towel on your marketing. Find ways to keep the conversation going with customers – even if it seems one-sided. Create customized out-of-office emails that prompt recipients to sign up for your newsletter, check out a specific piece of content on your blog, or contact someone else if needed. 6. Plan For The Fall Most of these recommendations are geared toward your marketing strategy. But summertime may call for a few tweaks to your overall small business strategy as well. A major summer initiative should be figuring out how to retain customers who may be making changes over the mid-year months. The last thing you want is to be blindsided by a client who ends their contract in order to cut costs. If business is slow in the summer, use your downtime to revisit your unique value proposition and think of ways to position your business as a vital service just in case you need to be ready to convince customers to stay. The warmer months put everyone in a relaxed, laid back mood. But when it comes to your business’s marketing strategy, those are the last two things you should be. So, if you’re attracting fewer customers and have extra time, use it to update your marketing strategy with some of these tactics to put yourself in a strong position for the fall.
5 Ways To Deliver Bad News To Your Team (And Keep Company Morale High) Posted on July 11, 2017July 11, 2018 by Jonathan Herrick No one likes being the bearer of bad news, but sometimes, you’ll have to play that role as a business owner. Perhaps you’ve lost a big client, you have to close a satellite location or you have to let people go. Often, the only appropriate person to share that news with your team is you. So how do you deliver the news without wrecking morale? It’s all in your approach. Here are some strategies that will help you handle the situation constructively and confidently. Get your emotions in check. Nonverbal clues will telegraph more to your team than any words you say, so make sure to get your emotions under control before you deliver your message. Do deep breathing, call a friend for a pep talk or take a walk around the block—whatever it takes to deliver your message calmly. Whatever emotions you display will influence how your team hears your message. That doesn’t mean you need to deliver the news in a robotic monotone. No one is going to fault you if you seem sad when delivering news of a business setback or choke up because a beloved employee is retiring. Just make sure you’re composed enough when delivering your message that you don’t lose control entirely, which will not be good for morale. If you’re worried you won’t be able to get through the entire message, designate a second-in-command to deliver part of it. Plan ahead. When you have bad news to deliver, don’t wing it. Consider the information you need to share with people in advance, along with the follow-up information you will need to give them. Generally, it’s best to share bad news on a need-to-know basis. Keep your message as brief and to-the-point as possible, and resist long explanations. For instance, while you may tell your CFO privately that you have to shutter a second office because a big client has defaulted on a debt, the news of the default isn’t something that your whole team needs to hear. Most employees will just want to know how the change affects them personally, so focus your message on those details. Put it in writing. Bad news can be charged with emotion, and it may be hard for employees to remember all that you said after you make an announcement because of that. Providing a written handout or emailed summary can be a good way to summarize the message, so they can review the details later. For instance, if you are closing one of two consulting locations you own, your memo might include the date the location will be closing and where its employees will be reassigned. If you are laying people off, handing out a packet with information on how to continue their health plan and other related matters will be helpful. Consider privacy issues. Some news is best shared behind closed doors. If you are laying off everyone in the company, then an all-hands meeting is more appropriate. However, if you have to let three out of 20 people go, then telling them privately is generally best. Some departing team members may wish to negotiate arrangements with you about how their employment status is shared with others—something you will prevent if you make a broad announcement. When in doubt, ask a trained human resources professional on how to handle news like this. If you have to fire someone, resist the urge to discuss the reasons with anyone other than that person’s direct supervisor. How you handle the situation may be legally sensitive, and the less said to others, the better. Follow up appropriately. Sometimes, employees may be in shock when they first hear bad news. For instance, if a tenured employee learns they will be losing their job in two weeks or someone on their immediate team has become seriously ill, it may be hard for them to process the situation immediately. Give them a couple of days to absorb the information and then touch base to see if there is any additional information they need or anything you can do to help. Even if you have had to make a tough business decision that affects them, showing that you care can go a long way for both the employees who are affected and the team members who will still be working with you. No one likes discussing bad news, but if you handle it sensitively and calmly, you’ll set a powerful example for your team as a leader.
The Secret To Building A Robust Sales Team Posted on July 10, 2017July 12, 2021 by Jeanna Barrett You might have a great marketing plan for your small business that is driving new traffic and leads to your business, but are assisting those leads in becoming customers? If not, you’re missing out on an opportunity to make more money this year. The businesses succeeding with inbound marketing have stellar sales and marketing teams that are humming along together to drive new leads and close deals. This is what this looks like: your marketing department creates a great piece of content or sends out an email drip campaign to leads. Then your sales department has additional touch points with those leads in the form of emails and phone calls to answer questions and finalize a sale. The quicker you have your sales team reach out to “hot” leads who are ready to purchase, the better. But if you don’t yet have a sales team member or sales team set up for your business, that’s where you need to start. Who You Need Director of Sales This is the person who will set the strategy and training for your sales team. They’ll likely choose the best platform to manage sales conversations with customers if you don’t already have one. They’ll also teach the team the best scripts to use when calling, how to appropriately tag and close deals in your customer relationship management (CRM) platform, and the best way to close a deal. The Director of Sales should also set sales goals for each team member and incentives for the team to get there. They should have a can-do attitude and be able to motivate people to do their best. Additionally, it is very important this person is knowledgeable about marketing and is constantly the liaison between the marketing and sales department, ensuring everyone is aligned and offering reports to improve the process. Sales Associates These are the people who are going to close the sales. They’ll be talking regularly with customers on a daily basis. Your sales associate should be comfortable talking on the phone, and they should also demonstrate a deep understanding of your product and industry. Additionally, they should be able to sell you the most mundane item in their interview. Go ahead and ask them to sell you a pen or a bottle of water. Finally, make sure your salespeople are comfortable with feedback and ongoing training. If they have an egotistical attitude like they already know it all, thank them for their time and move on to the next. It’s also best to avoid top-sellers at their previous company if they demonstrate a Top Dog mentality. These people might be great at selling, but they’re often not team players and give sales teams a negative dynamic. How to Find Them Ask for help Spend some time reaching out or calling up your colleagues with sales teams. Ask them how they manage their team, where they found their best associates, and the types of personalities or recruiting tactics that did and did not work. If someone already made a mistake, it’s best you learn from theirs instead of making your own. Do Your Own Research If you’ve never hired a sales team before, get some advice from the experts on how to build the best sales teams. You’re reading this article, so you’re already halfway there in your research if you’re searching online for help. You can also search on Amazon for top-rated books on sales — Aaron Ross’ book, Predictable Revenue, is a great option. Also, check out sales podcasts. The Advanced Selling Podcast is created by Bill Caskey and Bryan Neal — two B2B sales trainers with 20 years experience. They offer sales strategies, frameworks, tips and tricks that will help you understand the type of people you should hire. Offer a Base Salary and Incentives Salespeople are generally motivated by incentives and money. If you offer a base salary, then salespeople you hire are going to feel more stable and less risky about their decision to work for you full time. If you offer great incentives and bonuses for sales goals that are reached, they’re going to feel excited about the possibility of what they could do for you and will be eager to perform to their best ability. Poach from LinkedIn Spend some time searching LinkedIn for the ideal candidate you want. Use keyword searches to find profiles that match what you’re looking for, or you can even look at your competitive companies salespeople. Upgrade your LinkedIn account to Premium, so you can “cold” email candidates. If you find enough people you’d like to hire, usually 1-3 good candidates are interested in leaving for the right price and incentive program and will answer your InMail. Once you have your sales team in place, don’t think your job stops there. Make sure a training program is consistent and top-notch. And consistently motivate your sales team, so they’re always pumped about being part of growing your business.
5 Cheap Hobbies You Can Adopt To Maintain Your Sanity (AND Be a Better Leader) Posted on July 7, 2017February 19, 2025 by Jonathan Herrick Every year when summer rolls around, it’s easy to be hit with summer fever, restlessness or stress when business is slow. Hobbies are the perfect solution if you don’t have an imminent vacation planned, but you need to unwind. There are plenty hobbies that can aid your stress levels and improve your leadership skills simultaneously. And the best part? You don’t have to shell out the big bucks to try them out. When you spend the majority of your day working, your brain can struggle to make the right choices. Hobbies can refresh your ability to focus and concentrate throughout the day. By opting to take on a hobby, you are giving your brain a much-needed rest. On top of that, a well-selected hobby can teach you valuable business skills such as patience and creativity, and give you a sense of accomplishment that can assist your day job. Adding hobbies and interests for CV, can help show employers that you’re more than just your work experience. There is much talk about leaders failing to achieve a balance between their work and their home life, and a hobby can help them bridge the gap. Your choice of hobby doesn’t even need to relate to your profession to make a difference in your work performance. Sometimes the less relevant it is – the better! Here is a selection of cheap pastimes that you might want to consider. Practice Yoga Yoga is great for your mind and body and can be practiced at any time of the day or night. You can do it with a group or by yourself. You don’t even need to spend a lot of money on expensive classes as YouTube can give you some excellent pointers free of charge. While you may struggle with some of the poses initially, the more you practice, the better your body and mind will respond to the exercises. Physical movement such as yoga can even improve your sleep habits, making your business day run smoother and leaving your mind clearer. Learn a Musical Instrument Practicing something over and over is a good habit to get into. Music can help your listening skills and hone your self-discipline. If you decide to play instruments with other people, then you can also get a sense of collaboration as well. Other than the initial outlay of purchasing the instrument, there is no huge cost to playing music. And of course, you can always use your new found musical skills at your local church or event. Be a Mentor A great way to hone your leadership skills while recharging the batteries when you’re away from the office is to mentor others. Programs like Junior Achievement or even giving back as a life coach can really help you to share your knowledge and experience to impact people in your local community. As a leader you have wisdom to give, so why not pay it forward to the next generation of leaders? Volunteer While volunteering may not sound like a hobby in itself, it can offer many benefits. Helping others will provide you with a strong sense of community and positively affect your well-being. It can also improve your networking skills and give you a sense of empowerment, ultimately boosting your confidence. Volunteering can often give you a more broadened perspective of the world and help build your skills depending on your volunteering responsibilities. The only cost that is involved with volunteering is the time you commit to the organization. Play a Sport Playing a competitive team sport is an excellent way to get fit and create bonds with others. Athletes have an amazing ability to focus on a task – taking that focus into the boardroom will benefit the entire organization. Leaders and athletes often have skills which overlap; both are known to manage their time well, communicate effectively and work hard. Consider your sports options wisely – in all likelihood it will depend on your time commitment. Despite sport being a physical hobby, it can also allow you to take your mind off the stress at work and provide a necessary breather. Try Creative Writing Creative writing is an ideal way to let off steam – all you need is a pen and paper, or a tablet or laptop, to begin. You can try your hand at writing poetry, short stories, a novel or even a blog to relax. You may find that once you get into the swing of things that you have a story or a piece worth publishing. Writing for pleasure is a lot different than just writing for profit – you can let your mind and pen wander. Writing can help with issues such as being able to express yourself wholly or comfortably. The more you write, the easier you will find it is to locate your writing voice.