BatchBook Blog

Posts by Pamela O'Hara

Resolve This

Rather than sermonize to you all on the many ways that your CRM product, mobile device, social media networks, cloud applications, productivity tools and automation services can help you build better relationships with your customers, I spent my “work time” yesterday touching base with a very small group of people who have had a profound impact on me and my success this past year. I wanted to make sure they know how much I appreciate all they have done for me and for BatchBlue and how excited I am for what we have coming in 2012.

Because that is my resolution. To stay better connected with the people who matter most and make sure they know how important they are. I have many more people to reach, and many more thank yous to give. One at a time so that they each know I am talking to them and I mean what I say.

So sorry, no checklist to plug-and-play better customer relationships. But if you are of the “great relationships are built one conversation at a time” ilk like me, I have a good Book to recommend.

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The New Batchbook: Mobile Version

This is the third installment of The New Batchbook series, a collection of blog posts intended to keep you all updated on the progress of our re-write of Batchbook. We’ve been extremely busy the last few months building the back-end architecture and core functionality. We’ve made some great progress on contacts, custom fields, a new import process, advanced search/lists and integrations all of which I will share shortly. But for now I want to tell you about the mobile version.

A major change in philosophy for this version of Batchbook is our approach to the mobile application. In the past, our mobile versions of Batchbook were built as separate applications native to the mobile platform and completely separate from each other or the web version of Batchbook. They launched months, or even years after the web application and relied entirely on the phone’s OS and database to store data and serve the application. This has meant that new features were not immediately available in the mobile application, customers with large number of contacts could not access them on the phone, maintenance has been time consuming and slow and the only mobile versions available are the iPhone and Android versions.

This time around we’re going with a mobile optimized view of the app. Phone browsers keep getting better and better and we think this is the best way to give you an excellent experience across multiple platforms. This means support for iPhone, Android, Windows Phone, and (newer) Blackberry devices on day one. It also means shifting the burden of large databases off your phones (don’t worry, we’ll cache stuff that makes sense) and onto our beefy new server infrastructure. And it means that we can more easily push out updates to all platforms simultaneously. Exciting stuff (for the right kind of person)!

We’re working hard to make the new Batchbook better across the board and this is an improvement we’re pretty psyched about. We’re excited to get it into your hands and hear your feedback. Stay Tuned!

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Batchbook Service Issues

As you may know, we’ve experienced system slowness and occasional downtimes recently. We’re truly sorry for the disruption to your business. It’s unacceptable and we are working on a solution as fast as possible.

Why is this happening?
Well, there are a lot of people using Batchbook. While the system was certainly designed to scale, it has not kept up at a pace we find acceptable. We started to build the product over 5 years ago and in that time there have been significant upgrades to the programming language, hosting environment and back-end architecture. We realized that to truly take advantage of the strengths of our SaaS environment, we can’t just plug in some bigger, faster servers. We need to take a look at every line of code, every call to the database, every bit of data stored in memory and every process needed to hook them all together. So that’s what’s happening.

What are you doing about it?
We’re rebuilding the entire Batchbook product. It’s an extremely expensive undertaking, but we know that to continue to grow and serve our customers in the absolute fastest and most reliable way possible, we must go through this
short-term pain. There are a few blog posts about the new system and more coming very soon.

In the mean time, we’re also putting our best resources, and calling on outside best resources, to minimize the slowness and periodic outages. Our Systems Administrator is monitoring the system 24/7 and responds instantly when there are any issues. We tweet and update our status page when we do have an outage, and we usually have it resolved within minutes. But even this is unacceptable, so we’re now increasing the manual supervision of the servers and continuing to update processes on the existing Batchbook servers to improve speed and reliability.

What next?
We can’t promise that there won’t be any other problems, but we can promise that the entire Batchbook team and a number of other developers and partners are working as fast and hard as possible to build the new system, and keep your downtime to a minimum. We can also promise that the new Batchbook is well worth the wait and then some; you’re gonna love it.

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Dancing with Giants: Our SXSW Panel

I’m crazy about new businesses. The passion, the excitement, the discovery involved in starting something new, figuring out what works, pursuing a passion. I’m known in the office for exuberant introductions to a favorite new customer. I carry pictures in my briefcase of my favorite old customers. Starting a new business is hard as hell (I have first hand experience), but it is a special breed of person who can weather that perfect storm. And those are the people I want to spend my professional life with.

So why, you might ask, would someone this loopey for the little guys hang out with the corporate suits? Do I want to get bought? Do I want to get financed? Do I want to get customers? Do I want to get free lunch? Yes to maybe a few of these things, but the real reason is that there are some amazing things that can be done when the industry stalwarts are working with the young innovators. And I want to be the small company in on the big conversations.

And so co-upstart Sunir Shah from FreshBooks.com and I are proposing a SXSW Conference panel presentation titled “Dancing with Giants: How Start-Ups Do Deals with Industry Titans”. Our plan (and you can support it by voting for our session) is to spend our hour talking with 3 of the mega giants in our industry; Google, Intuit and American Express about how small and big businesses can work together to build small business greatness.

There can be many pitfalls in doing “game-changing” deals with large corporations; they can disrupt your product plan, delay development efforts, cost money in legal fees, then change directions, abandon your project or launch a competing product. Not to mention your 3 person development team working with a 50 person “rule by committee” scenario on the other side. Not ideal.

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The New Batchbook: Contacts

We started the rebuilding of our Batchbook product at the very heart of the application: the contacts tab. This is where you can see all of the people in your network, dig deeper into their interests and backgrounds, follow the conversations and interactions you are having with them and keep track of the special things that make them tick. Really get to know them better.

This should be the easy stuff, right? It’s just names and addresses. Well, a few addresses. And phone. And by phone I mean home, work, the other work, cell, fax, 800#, and international. And also e-mail. Make that a couple of e-mails. And websites. That can be company, personal, blog, or wiki. And don’t forget the social. Facebook profiles, both personal and business. And if it is a business also the brands and contests and causes and events and places. And Twitter. Both the individual and their company and possibly their dog. And LinkedIn and Google+ and Flickr and so many more. And multiply all of this by 2 or 3 or 4 for everyone in your network who freelances/owns/volunteers for multiple companies.

You see where I am going with this. It is actually deliciously complex keeping up with the who’s and where’s of your personal and professional networks. But the thing is, the time it took you to read all of the types of information we are collecting is probably more than you will have on any given day when you need to find it quick! And it is only going to be helpful if you, your team or the magic syncing elves have been keeping the information up to date. So while it’s fantastic that there is so much information to collect, it is even more important that it be easy to get to and easy to update.

With this in mind, our redesign is about Cleaning It Up and Speeding It Up. I will continue to update you on some of the new features and updates that we are rolling out with The New BatchBook as we finalize different components. In Contacts, this translates to:

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