Financial Services - BenchmarkONE

BenchmarkONE for Financial Services

BenchmarkONE is a simple and affordable sales and marketing platform for generating leads and winning more clients in the finance industry.

 

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Keep track of performance

The best way to drive new opportunities and close more deals for your business? Know what’s working. With dashboard insights, you can see which channels are driving business. Focus on the best channels and watch sales and marketing ROI skyrocket.

Chelsey Clayton | Director

We previously had three systems holding three separate sets of data. Now that our data is all together in BenchmarkONE, we’re making it work for us, instead of us working with it.

Read Chelsey’s Story

Don’t let your B2B leads go cold

For financial service firms, BenchmarkONE is a simple, affordable way to stay in touch with hot prospects and automate follow-up with deals in your sales pipeline.

Manage contacts in one place

BenchmarkONE’s integrated CRM makes it simple to manage relationships with your customers and prospects.

Send killer emails

Drag & drop builder. Pre-designed email templates. Plain text or code your own. Our suite of email marketing tools makes it simple to send brilliantly designed email templates.

Deliver a more personal experience

Marketing automation doesn’t have to be complicated. Easily capture new leads on your website, automate follow-up and segment contacts based on interests and actions to send hyper-relevant email campaigns.

Highest-rated in customer satisfaction

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