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Chelsey Clayton

Director of Operations & Marketing @ Compass Advisors
I love the automation available - the ability to trigger emails, campaigns, tasks, reminders, and deals based on contact actions.

What sales and marketing challenges were you trying to solve with Hatchbuck?

We previously had three systems holding three separate sets of data: Zoho CRM, Membrain, and MailChimp. It was challenging to get key metrics and measure success with our data in multiple platforms.

How has Hatchbuck specifically addressed your challenges?

Now that our data is all together, we’re already starting to make it work for us, instead of us working with it. As we’re further into the program as well, and we’ve executed some campaigns and targeted emails, we’re getting to know our database.  Best of all, Hatchbuck is user friendly. Nothing is hard to find, and it’s easy to customize to ensure that it works perfectly for what we need it for. Our team loves Hatchbuck and all the insights it’s providing us, even in the early stages.

What features are you loving?

The tag feature is amazing, and helps to give a more real-time picture of where our prospects are at, whether they’ve been browsing the website, what pages they’ve visited (and multiple times), etc.

I also love the automation available – the ability to trigger emails, campaigns, tasks, reminders, and deals based on contact actions. The newly built advanced filtering system is great, and makes it easier than ever to segment our database based on location, tags, whether they have an email address or not, and more. We’ve also used the email reporting to our advantage, helping us to get to know our contacts – what they interact with, what they click on, what they do and don’t care about – our database has new life!

What do you like best about Hatchbuck?

The support, hands down. The team at Hatchbuck is amazing, and has answered all of my questions promptly, and helped me to think creatively with how best to use the software.

What recommendation would you make to others considering the Hatchbuck?

TRY IT! You won’t regret it.

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About Compass Advisors

As a merger and acquisition advisory firm, Compass Advisors is devoted to helping business owners successfully exit their companies and capture the proceeds of their life investment.