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
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.
(more…)
Tags: batchbook, Community, Customer Service, training, tutorial, webinar
It’s September and back-to-school fever has hit the On-Boarding desk hard as my calendar is being flooded with appointments. It just seems natural as the kids are heading back to school that the rest of us decide to buckle down and take the time to really get organized.
Our On-Boarding program gives me the opportunity to talk with customers, listen to their needs and do a fair amount of problem-solving. I’ve been helping customers for over two years now and I find there are a few tips that I’m always giving out to those who are just getting started with BatchBook. I thought I’d share them here to make it easier for other new customers to start using BatchBook.
1) Download the Import Template. Importing is probably the first step you will take when setting up your new BatchBook account. We provide a BatchBook Import Template to help make this process as easy as possible. You’ll find the Import Template in the right-hand column of your Contacts tab page within BatchBook. Simply download the template to your desktop, fill it in and import away.
If you need to import data that does not fit under our template headers, you can do that, too. First, create custom fields (or as we call them, SuperTags) for your specific information. Once your SuperTags are created, download the template. You’ll now see columns for your SuperTag data. View a screencast. (Note that if you have created a multiple choice field type for your SuperTag, the data you are importing has to be an exact match or you will get an error. See more detailed template instructions here.)
2) Take a tour of our SuperTag Library. BatchBook is all about customization, but where do you start when thinking about creating your own, unique SuperTags? Answer: the SuperTag library on the Tags & SuperTags tab! We’ve also compiled some industry specific examples for you (Marketing, Real Estate, Design, Social Media) Give them a look; perhaps you can use them or maybe they will inspire you to create some of your own. You can edit or delete your tags or SuperTags at any time on your Tags & SuperTags tab.
(more…)
Tags: contact management, crm, Customer Service, On-Boarding
Tomorrow (Thursday September 10 at 2:00 ET), we’ll take a break from our regularly scheduled webinar to bring you a special one. This webinar, called The Small Business Webinar: Using BatchBook’s Integration Partners to Achieve Contact Management Bliss, will focus on how you can enhance your BatchBook experience through our integration partners.
The webinar description:
Join Stephanie Sweeney and Adam Darowski of BatchBlue Software as they demonstrate how to use BatchBook’s integration partners to achieve contact management bliss! You’ll see how easy it is to send emails to your customers, keep track of outstanding client invoices, import business card and other contact data, even monitor support questions all from the comfort of your BatchBook account.
With our integration partners, we’ve made it easier to manage your contacts, your way.
(more…)
Tags: freshbooks, gmail, google contacts, mailchimp, shoeboxed, zendesk
Just a quick announcement from the On-Boarding deck:
Since the launch of our New Customer On-Boarding program, we’ve helped countless customers get their BatchBook account up and running in no time;but now we want to help even more. How is that possible, you ask? By offering free, information packed webinars to all customers.
Our first webinar is called “Using BatchBook for Fun and Profit”. It will cover all of the basics that you need to know in order to have a fun and productive BatchBook experience, which in turn means a fun and productive business! The webinar will be on January 30th at 2pm EST. It should run about 45 minutes, with a 15 minute question and answer session at the end.
If you’re interested in attending, please send an email to me to onboarding@batchblue.com and I’ll add you to the list. We look forward to helping you get organized in 2009!
Tags: batchbook, webinar
