BatchBook Blog
Archive for the “Customer Service” Category
The best part of my job is when I get an email from a company letting me know that they’ve integrated their product with Batchbook. We love having new partners, especially since each new partner we integrate with means added value for all of our customers. In the last couple of months, we’ve had several new products integrate their services with Batchbook that we’d like to introduce to you:
RightSignature
You know how you get that email from the person at that place and they ask you print it out, sign it and fax it back? Quaint, right? This happened to me the other day. First I had to find our fax machine, dust it off, have one of our tech folks network it and then finally, I was able to send the signed document back. There has to be a better way, and there is. Here at BatchBlue we’ve been using RightSignature for (most) of our document signing needs. And now that they’ve integrated with Batchbook it’s made the process much easier by syncing your Batchbook contacts to your RightSignature account.
Here’s how RightSignature works: You upload the document that needs a signature, add the contacts that you need to sign the document, type a subject and hit send. Those recipients are then able to electronically sign the document. Easy peasy. Be sure to check out their site to see it in action.
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Tags: electionbuddy, rightsignature, snapengage, zferral
If there’s one thing we’re all completely obsessed with at BatchBlue, it’s donut cakes. We’re equally obsessed with is providing stellar customer service to our customers. That’s why we provide free on-boarding, host weekly online training sessions and webinars, are active on social media spaces like Twitter and Facebook and are always at the ready to help trouble-shoot issues or find exciting new ways to use our social CRM product, Batchbook.
It’s easy to forget sometimes that there are people behind the scenes when you’re dealing with an online company. We happen to think we’ve lucked out and hired some of the best folks out there, both at their jobs and just as general human beings. They know their tech, they’re great communicators, amazing problem-solvers, smart, funny and dare we say good-looking!
Because our Customer Experience team is so awesome, we thought it was time to give them the credit they so richly deserve. See the beautiful faces behind the emails and learn a little more about the folks behind computer screen on our new Customer Experience page. We think you’ll agree that they are the true superstars of the company.
p.s. Know any other customer service superstars? Have them apply to join the team! We’d love to meet them.
Tags: batchblue, Customer Service
It’s back to school time here at the BatchHaus, which means we are welcoming a clever new class of freshman Bluers to these hallowed halls. Let the geek hazing begin!
Here’s a quick introduction to a few folks we’ve recently welcomed to the BatchBlue team:
Linda Mitchell (@bootsielu), a good friend from BatchBlue staff’s Amazon.com days, joins us on the Quality Assurance team where she will be putting our tech team to the test. She’ll be studiously breaking our new Big Secret Product so the geeks around here can have some fun fixing it.
Bradford Shimp (@bradfordshimp & @badboyshrimp) is another one of those people we feel has been part of the team for years. He is a long time customer, active #sbbuzz participant and a favorite Twitter friend. He’s joining our Customer Experience team focusing on helping our newest customers find their way to the super powers of BatchBook.
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Tags: batchblue
Being a largely virtual team, our Customer Experience group has come to rely on lots of different tools and technologies to stay connected and manage our work. I thought it might be interesting to feature some of the tools that we use to do the stuff that we do every day.
A big part of working with our customers is to answer their questions and help them resolve any issues that they may be having with BatchBook. On our team, we do a lot of collaboration amongst ourselves to share ideas and ask each other questions. Since much of this information is visual, we’ve really come to rely on a tool called Jing. A picture is often worth a thousand words – and Jing helps us create and share those pictures. It’s often a lot easier to put a big arrow on an image and say “Look Here” than it is to try to describe things.
If you’re not familiar with Jing, it’s a really nifty screen capture tool that lets you quickly and easily grab and share screenshots and screencasts. For us, the quick and easy really is the key to Jing and why we have all naturally gravitated towards using it. With just a couple of clicks, we can grab all or a portion of our screen, annotate it with highlights or text, and then share out those images with the rest of the group.
Jing integrates with screencast.com to host or store these images and with a click it automatically uploads the file and puts the URL on the clipboard. This lets us share the image with each other via Skype, send it out to a customer via email, or add to an issue ticket for the tech team.
We’re starting to use more short screencasts in the group as well since they are so easy to make. To show a series of events or to document how we achieved a particular result is really much easier to do visually than to write out a series of steps.
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Tags: Customer Experience, Jing, Working VIrtually
Getting started with BatchBook typically involves getting the data you’ve collected in various other systems or spreadsheets in to the system so you can begin to do all of the wonderful things that being organized brings. Your data comes from many different places so we do our best to make the process as easy as we can.
Whether it is our custom import template, our screencasts, FAQs, or even our experts who can help you with even the tiniest of details, we know that you can’t use BatchBook until this very important first step is done.
So our Customer Experience team got together and put together this list of our Top 5 Tips on how to make sure your import process is a success.
1) Use our import template. Having your data formatted properly is the most important step in the process. Each data type must be clearly labeled and all of your rows and columns must match up to make sure that BatchBook knows where to put your data. Don’t worry though – we really do make it easy if you let us.
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Tags: imports, tips and tricks
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