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
Last week was a milestone week for us. It was the two year anniversary of the launch of BatchBook and the starting week for our three (!) newest employees.
It’s a very exciting time here at BatchBlue. We’ve seen rapid growth not only in BatchBook, but in our weekly Twitter chat SBBuzz and our SaaS coalition the Small Business Web. We have some related major new launches coming up and to help us prepare, we were lucky to have found three amazing new employees.
Allow me to introduce:
Mikey Hougland (@lamikey) is a local artist about the town and our new on-staff designer. We have known Mikey for a couple of years and have attended many Providence Geeks meetings and even SXSW parties together. Not to mention her dog (and Twitter user!) @scoutsprout is a t-shirt wearing BatchBlue fan. We’re thrilled to have Mikey’s help in making the BatchBlue world visually interesting and useful for our customers.
Scott Blitstein (@scoblitz) is living proof that online relationships are the real thing. Scott was an early beta user of BatchBook, he has been one of the most frequent non-employee contributors on our forums, he’s written about us on a number of different blogs, participated in every contest we ran, regularly attends and periodically guest moderates on SBBuzz and helped us develop our new Experts Program. I’ve never actually met him in person, haven’t seen his resume or CV, didn’t ask for writing samples and yet when he expressed an interest in working for us, I knew immediately we had to hire him. And we’re lucky he said yes! He’ll be joining the Customer Experience team, working over on our forums, writing for the blog and just generally being the helpful guy that he is.
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Tags: batchblue, hr, Social Media, virtual office
Webinars make your fingers go faster!
You may have had the chance to work with our amazing Customer Service and Onboarding Specialist Stephanie Sweeney. Did you know that she also runs our Webinar program? At least twice a month, Stephanie provides free online training on how to better use BatchBook to run your business. Recent topics include “Using BatchBook for Fun & Profit”, “BatchBook for Sales” and “The Small Business Webinar”, which looks at how BatchBook integrates with some other cool small business web apps like MailChimp, Freshbooks, Zendesk and Shoeboxed. And there’s always a Q&A session at the end, so you can ask specific questions that you may have about how you’re using BatchBook.
Register now for today and next week
The schedule can be found on our Onboarding page, but I’ll save you the click. Today at 2pm ET we’ve got “Using BatchBook for Fun & Profit” (which is kind of our BatchBook 101) and next Thursday, January 28th at 2pm ET is the very popular “Small Business Webinar“. Click the title of the session to register.
We encourage you to check out a webinar if you haven’t had a chance to. If you can’t make it, we have some recorded and posted on the Onboarding page for viewing at your leisure. And we will be adding more in upcoming weeks.
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Tags: batchbook, Community, Customer Service, training, tutorial, webinar
We’ve put together a new program here at BatchBlue. You see, as we’ve grown our product and our relationships with the folks who are using it, we came to realize there are some very smart people out there who are coming up with some ingenious ways to set up and use BatchBook for their various CRM needs.
We wanted to introduce you to the folks who we know from their involvement in our forums or with our customer service team as expert BatchBook users. They each have experience setting up BatchBook accounts for themselves and their own clients, and are now available to help our users with some of the more advanced functions in BatchBook such as:
- Prepping database and spreadsheet files and importing them into BatchBook.
- Setting up custom fields using SuperTags and importing custom data from other systems.
- Developing custom reports and lists.
- Writing scripts to connect the BatchBook API to other products such as e-commerce forms, blog site, etc.
- Using the BatchBook API to migrate data from other CRM systems
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Tags: batchbook, crm, Customer Service, customers, experts, small business CRM
Business is booming here at BatchBlue and as such, we’re looking to add a few fine folks to our staff. If you like working with fun people, having a flexible schedule, helping small businesses and building something cool that, well, hasn’t really been done before, please take a look at our BatchBlue Jobs page.
We’re currently in need of some stellar Customer Service help and a kickin’ Ruby on Rails developer. Both jobs would be part-time to possible full-time and would involve in-person as well as remote work (so local to the Rhode Island area is preferred). Can-do attitude and a “That’s the ticket!” sensibility a must!
Sure working at BatchBlue is not ALL mustaches, cookie parties and donut cakes, but it is pretty fun. If you’d like to join our merry blue band, drop us a line and tell us why.
Tags: batchblue, jobs
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.
