These are possible connections for Benchmark Enterprise Systems, not additions already included or activated. Start with a customer or staff need, then confirm scope, provider availability, access and support.
Benchmark Workspace
The staff entry point for assigned business applications. Open CRM and Re/Engage, launch Quick Quote with verified company context, review daily work and reach authorized project tools and demos. Company licensing, app assignments and staff permissions determine what is available. RLS means Row-Level Security: CRM database rules restrict individual records by company, authorized location and staff role. Salespeople access assigned work; managers and administrators receive the broader access their roles allow. These rules apply to record access, alongside application permissions. Other connected applications retain their own access controls.
Why it matters: Spend less time finding tools, keep the correct company and showroom context, and protect customer information while giving each team member the access needed for their work. Applications and connections require the appropriate subscriptions, staff approval and setup. Workspace access does not activate outbound email, payments or website publishing; permission, suppression and capacity controls remain enforced.
Demo status & launch requirements
Separately scoped. Confirm the service, supported workflow, permissions, pricing, data ownership and production tests before activation.
Benchmark Local Boost
Evaluate accurate local business identity, listing consistency and agreed visibility work.
Why it matters: Support discovery and the path from a listing to the right business page.
Demo status & launch requirements
Separately scoped. Confirm the service, supported workflow, permissions, pricing, data ownership and production tests before activation.
Customer relationship management
Connect approved inquiries with accountable follow-up in the business’s chosen system.
Why it matters: Reduce lost context and make responsibility visible.
Demo status & launch requirements
Separately scoped. Confirm the service, supported workflow, permissions, pricing, data ownership and production tests before activation.
Benchmark Quick Quote
Evaluate a configured estimating workflow where the business and project types fit.
Why it matters: Turn approved measurements, products and pricing rules into a team-reviewed estimate.
Demo status & launch requirements
Separately scoped. Confirm the service, supported workflow, permissions, pricing, data ownership and production tests before activation.
Benchmark Re/Engage
Consider future project and aftercare communication; this product is in development.
Why it matters: Support timely reminders and follow-up when an approved implementation is available.
Demo status & launch requirements
Separately scoped. Confirm the service, supported workflow, permissions, pricing, data ownership and production tests before activation.
Sidekick and Pulse
Sidekick prepares customer briefings and reviewable follow-up drafts. Pulse reports authorized traffic, estimates, sales, profit and follow-up activity.
Why it matters: Prepare the next conversation and understand recorded performance under existing staff permissions.
Demo status & launch requirements
Separately scoped. Confirm the service, supported workflow, permissions, pricing, data ownership and production tests before activation.
Connected quotes and follow-up
Open saved quotes in CRM or standalone Re/Engage; review version-specific proposal responses and configured follow-up drafts. Outbound email requires sender setup and testing.
Why it matters: Keep the quote and next action with the customer relationship.
Demo status & launch requirements
Separately scoped. Confirm the service, supported workflow, permissions, pricing, data ownership and production tests before activation.
Agree the connection before building it
Identify the current system of record, the information that should move, who may see it, what happens if delivery fails and who maintains the integration. Keep a manual fallback and an accountable human owner.
Keep the package boundaries clear
This guide explains the enhanced approach. Essentials, Enhanced and Enhanced Plus have different approved scopes. Demonstration tools, optional business modules and production activation are distinct. The current proposal or service agreement defines inclusion, pricing and support.
