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.
We’re always looking for ways to help our customers succeed with our product. Please let us know what webinar you’d like to see and maybe we’ll add it to our webinar schedule!
UPDATE: Due to a scheduling conflict, the Small Business Webinar date has been moved to Thursday, February 4th at 2pm EST. Still plenty of time to register here!
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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.
3) Think about the reports you will want to create from your contacts. Another tip I like to give people is to think about the reports they will want to generate and to create their SuperTags based on that. It’s easy to create a quick report based on the data in your SuperTags. Want to know how many customer’s in the month of August took their summer vacations by car? No problem; done!
4) Use our support resources. We make it our mission to provide you with a high level of customer support and have included a great deal of helpful information on our website. Be sure to check out our screencasts and FAQs.
We also provide free bi-weekly webinars on getting started with BatchBook. Something I always tell folks is to be sure to check out our Forums. We have an active, super-smart community of BatchBook users who are always happy to help out, give tips, or talk about how they are using BatchBook. I learn a lot by reading the Forum posts; I’m sure you’ll find them helpful as well.
5) Learn more about our integration partners. BatchBook integrates with other applications in an effort to make your life easier. Take the time to learn more about any of our partners to take your BatchBook up a notch.
For more tips on organizing your data, our president Pamela O’Hara has written a helpful Blue Paper called Managing Your Contacts: The Business of Personal Relationships. Feel free to download it, share with your team and send us your feedback.
While most back-to-school talk these days revolves around first day jitters and uncomfortable new school shoes, I’m hoping that my back-to-BatchBook tips make the idea of contact management less scary and will even help you get an “A” in organization!
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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.
Stephanie and I will cover BatchBook’s integration with Google Contacts, MailChimp, FreshBooks, Shoeboxed — and a sneak peek at the newest addition to our small business arsenal — Zendesk! We hope to see you there!
Register Now!
(it’s free)
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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!
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Tags: batchbook, webinar
It’s 2009 and like many of you, we’re getting our virtual house in order. One of the things we’ve wanted to do for a while is provide webinars for our new customers. Oh sure, we’ve got killer screencasts and the best darn Customer On-Boarding Specialist anyone could ask for; this will be just another great tool in your arsenal for learning to better manage your contacts using BatchBook.
We know that even with the best intentions, getting started can feel overwhelming. We want to give our folks every chance to succeed. It’s fun once you get into, really! And so useful — every day I’m amazed at the cool stuff I can do with my BatchBook account.
Our first webinar is scheduled for Friday, January 16th at 2pm EST. It will cover the basics of using BatchBook, including importing, adding and editing contact information, logging communications, creating To-Dos and using Lists & Reports. Since this will be our first ever webinar, there may be a few kinks to work out. But we expect to cover a lot of ground PLUS you’ll have the undivided attention of folks who want to help you all for the low low cost of…free!
If you would like to be a part of our inaugural On-boarding webinar, please drop a quick note with your name and email address to onboarding@batchblue.com. We’ll send you a meeting invite with complete information within the next few days.
We’re very much looking forward to all that 2009 is going to bring. Thank you for being a part of it.
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Tags: batchbook, contact management, webinar
