BatchBook For Warranty Information
- Posted February 16th, 2010
- Filed under: How We Do It, Our Users are So Smart, Using BatchBook
Here at BatchBlue we like to think of SuperTags as working similarly to the tags you are all probably familiar with, but with the extra benefit of having some really nifty super powers – namely the ability to handle any type of custom data you can throw at them.
When I started using BatchBook back in October 2007, I knew the killer feature for me was going to be SuperTags. Over the years I’ve used them to handle all sorts of data related to my contacts and clients, everything from important dates to their software licensing information.
I’ve been learning that not only are BatchBook SuperTags great at capturing client information, they can also be a great fit for storing information about me and the stuff that I need to keep track of.
Recently I had some trouble with the monitor for my computer. It’s been repaired under warranty before and I knew it was still covered so I began to gather the information I needed to call in for service:
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A visit to the manufacturer web site for the phone number.
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A search on the vendor site for a copy of the original invoice to verify warranty terms.
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A quick crawl around the desk for the serial number.
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A search in my email for the details of the last service call.
While I was running through this silly series of steps, many of which I had already done once in the past, it occurred to me that all of this info could be stored quite easily in BatchBook.
So I created a shiny new “warranty” SuperTag with custom fields for the product name, model number, serial number, place of purchase, date of purchase, and warranty expiration date.
Now when I get a new product, I can tag a company record with my new Warranty SuperTag and fill in all the juicy details. I can even print or scan a copy of the original invoice to a PDF file and uploaded it to the record so I will always have it easily available.
If I ever do need to call or arrange for service, I have all the details I need with just a quick search. I can also use the communications feature to log the call and capture details like ticket numbers and mailing instructions. Logging each call and each step of the return or repair process documents the experience should I have any trouble or if I ever need to revisit it in the future.
Taking advantage of the features built in to BatchBook has helped me tremendously in not only keeping track of the people that are important to me but a lot of other information as well. Some creative thinking about SuperTags has proven to open up a whole new world of possibilities.
I could set this up on my own. However, my thought for a useful Supertag is to register the dozens of social media sites we use: username, email used to register site, password, support email for the site, renewal date for payment, etc.
Jeff
Supertags and the ability to query them in lists/reports is simply the “killer feature” of BatchBooks and the reason we chose BatchBlue as our CRM vendor.
Hi Scott
this is great & i am using it as we speak – i am collating all the information for each customer. What if a customer buys several of the same product at different purchase dates thus different invoice numbers – how can you add this. Thanks in advance.
cheers
kimberley
I would like to echo what Kimberley is saying.
I need to be able to add customer booking details as a super tag. Its fine doing it once however customers can book multiple times.
So it would be cool if super tags could be repeated per record.
Thanks for the comments everyone.
@Jeff – Absolutely, that’s the beauty of SuperTags, being able to customize them to fit your needs and workflow.
@Kenneth Indeed – I loved them so much I started working for the company!
@Kimberly – There really isn’t an option for adding multiple versions of a SuperTag at the contact level.
In thinking about it though, it seems that setting up each purchase as a Deal might be a better option. By applying the SuperTag to the Deal you can capture the same information for multiple purchases.
sb
@Adam Thanks – repeating SuperTags is a really common request so we’re always looking at ways to enhance that.
Do you think that incorporating those bookings as individual Deals would work for you?
sb