Wednesday, June 15, 2016

Hatchbuck is marketing automation for small business

Hatchbuck is a marketing automation tool that helps manage marketing and sales operations from a single platform, especially for small businesses.

The platform allows you to automate email campaigns, manage leads and organize them into its built-in CRM.

Hatchbuck is used in small (0-50 employees) and medium (51-1,000 employees) companies.

How it works:

Hatchbuck is probably one of the most easy-to-use marketing automation solutions available. The software is intuitive and fairly simple, designed to address the needs of small and medium-sized companies who want to track and improve their lead generation efforts.

The platform’s marketing automation functionality includes lead capturing, email nurturing, audience segmentation, lead scoring and reporting.

Lead capturing can be done through import from Outlook, LinkedIn or Excel, as well as using online forms that you can embed on your website, or on a social profile.

When importing contacts, you can create custom fields during the import on the matching fields step, if they are not available by default. Hatchbuck also integrates with Zapier to automatically add new contacts to your CRM.

The drag-and-drop form builder makes it easy to create attractive lead capturing forms.

Once a prospect has filled out a form, Hatchbuck automatically adds them to the CRM, tracking their every interaction from now on. You can set automatic onboarding email campaigns that will go out as soon as the new lead joins your CRM. These campaigns can include several emails, scheduled at different times starting from the registration date.

Using personalized automation, you can set these campaigns to be sent out to specific leads, depending on their interests and browsing habits. This will ensure a higher engagement rate on your emails and a better chance at converting those leads.

Contacts can be automatically tagged with words and descriptions that will help you organize and segment them. Tags can be connected to any link, any tracked webpage and any form, enabling you to grow lead scores as a contact performs each of these actions.

You can also use different tags for different products, to understand your audience’s interest in a particular type of product. Later on, you can filter these contacts in your CRM, using the tag filter.

Other segmentation options include lead status, demographics and interests.

Hatchbuck will monitor visitor webpage activity, to get better insight into a prospect’s online behavior and help you send targeted messages. You can use this information to nurture prospects with personalized emails until they are ready to buy.

Email campaigns are easy to set-up.

To get started, you can use the software’s drag-and-drop template builder to create a new template based on your brand guidelines, or you can choose a pre-existing template from a library of over 450 templates, which are also optimized for mobile devices.

In the scheduled campaigns tab you can see the step of each campaign that is scheduled to be sent. You can also cancel scheduled campaigns from here.

Group your emails into a lead nurturing drip campaign to keep leads informed and connected until they are ready to make the final step of in the conversion process.

You can view all of your contacts in the leads pipeline. Once a contact is deemed sales-ready, the platform will automatically inform you via email. These are called hot alerts and they’re essential to sales teams.

Hatchbuck also keeps track of your marketing and sales performance. Your activity feed will show you how contacts are interacting with your marketing materials and you can get daily reports of both marketing and sales actions.

Easily manage users in the admin portal, where you can add and remove team members. The platform also has a task management feature, which enables you to keep track and prioritize marketing and sales activities.

Through its integration with Zapier, Hatchbuck also offers an ecommerce solution. You can integrate any ecommerce provider listed on Zapier’s website. If you’re using Shopify you’ll be able to track purchases in Hatchbuck.

Agencies can customize their Hatchbuck dashboard to include their company logo and branding options. They can also add a vanity URL, and stamp their brand on the media and template library.

Hatchbuck also offers a partner program for agencies, which comes with discounts on pricing plans.

The good:

Hatchbuck is extremely intuitive and easy-to-use, but has advanced lead management capabilities.

The simplicity and effectiveness of the platform makes it an excellent choice for small and medium companies who want to keep their marketing and sales operations under control.

It also provides a high degree of personalization in communication, which is excellent for effective lead nurturing campaigns.

The bad:

I would’ve liked to see such as landing page creation and management or at least integration, as well as calendar and social media integration.

It could also really use a mobile app.

Recap:

Hatchbuck is one of the best choices for a small or medium business when it comes to marketing automation. It provides the perfect tools to monitor, nurture and manage leads, until they become customers, through a friendly user interface.

Summary: Hatchbuck is a marketing automation platform that provides website tracking, lead capturing, lead nurturing, email automation and CRM functionalities. Recommended for companies looking to monitor and improve lead generation through marketing and sales automation.

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