BatchBook Blog
Archive for the “How We Do It” Category

We’re just getting back from our second stop on the BarCamp Tour: the 6th annual MinneBar held at the Best Buy headquarters in Minneapolis. MinneBar is the largest BarCamp in the country, with about 1,000 people attending this year’s event.
The conference itself was great; lots of interesting sessions, fantastically smart and engaged attendees, and the Best Buy headquarters blew me away with how eco-friendly and employee-focused it was by design. Fellow BarCamp Tour busser and Shopify‘s Tech Ambassador Joey DeVilla wrote up a great post about the day’s event over on his blog Global Nerdy, and Stephanie Bullis from Grasshopper posted on 5 Ways to Make Your BarCamp the Next Minnebar.
The thing that impressed me the most from a sponsor’s perspective, though, was how the event organizers Ben Edwards, Luke Francl and Adrienne Pierce really took the time to make us feel welcomed, included and appreciated.
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Tags: batchblue, Community, marketing, sponsorship
When is the last time you were truly delighted as a customer? We asked ourselves this question during a recent customer experience brainstorming session. One BatchBluer had been given a free cookie after she bought her daily lunch from our L’Artisan, our favorite local deli. Another had received a card from a store on his birthday. And the experience that stuck out for me was when I mentioned to the manager of clothing boutique Clad In that I had lost a necklace I recently purchased and she immediately gave me another one, free of charge.
In each of these examples, they were all little things, but they were all unexpected. The merchants at these various small businesses did something extra that resulted in a positive experience for their respective customers. So we started thinking – what are some other ways we could really wow our customers and show them how much they mean to us? We came up with a pretty good list, so as we would with a box of chocolate or other delicious snack, we thought we’d share.
1. Provide an experience, not just service. We call the folks who help our customers the Customer Experience team, not customer support or customer service. That’s because our team does more than answer questions: they play an active part in educating and empowering our customers on how to best use our product via webinars, providing 1-on-1 onboarding sesssions, writing blog posts and much more. You want your customers to have a good experience with your company so you should actively work to give them one.
2. Shout your customer love from the rooftops. We know our customers are awesome and we want others to know as well. When we see someone doing something exceptionally cool, we’ll reach out to them and ask if they’d like to be featured in a case study or a blog post. We have a whole website section called BatchMakers that’s devoted to people who are using our API. Think of ways you can shine the spotlight on your customers. Whether it’s on your website or a picture on a bulletin board in your shop, people love to be recognized for what they do.
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Tags: batchblue, Customer Service, freshbooks, mailchimp, small business, Social Media
We’re on a bit of a roll with launching revamped versions of integrations in Batchbook. First it was MailChimp and now it’s on to something very near and dear to our hearts: social media.
This is a major revamp to how we integrate social media in Batchbook. We’ve both revamped Twitter and Linkedin and added full Facebook support. Let’s take a look at some screenshots of the new integrations. We also have a great screencast at the bottom so you can see it all in action.
First let’s take a look at Twitter:

Build social media activity into your workflow
For each service, we’ve added a more complete profile to your social media supertag. You’ll now see “cards” for each connected account. On Twitter you can now follow, retweet, favorite and/or reply right from Batchbook. You can also save the individual tweets as Communications or To-Dos. Turning Tweets into actionable items is a fantastically useful way to bring social into your everyday Batchbook workflow. (more…)
Tags: batchbook, facebook, integration, linkedin, social crm, Social Media, twitter

Last night Sean Ransom, our Chief of Tech, was given a “Top Technologist” award along with nine other Rhode Islanders who all are doing great things with technology. The inaugral awards were jointly given by the Tech Collective and GoLocalProv.com to recognize exceptional IT practitioners, who are often over-worked and under-recognized (sounds like a certain someone we know!)
In addition to picking up a massive trophy, Sean received an additional nod for “Overall Achievement”, receiving the most votes from the judges for his work at BatchBlue and in the tech community.
While we certainly agree that Sean is a brilliant technologist, we know what he most values is his BatchBlue colleagues and the customers he works so tirelessly to serve. As he said when he received the award, ”The technology aspect of my job is secondary to the being able to work with great people and support our great customers.”
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Tags: batchblue, Community, GoLocalProv, tech collective, tech10
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
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