We at BatchBlue have many friends. As a company we connect with many other providers, work with them on The Small Business Web, our BarCamp Tour, and other fun events. We love that Batchbook itself is just as social and getting more so as it frequently makes new friends with other services. Two recent announcements by some new great Batchbook friends are really exciting and we’re glad to announce them here.
TeamSupport: We love customer support and all the tools that make helping customers easier. We were super pleased to work with our friends over at TeamSupport as they built a really wonderful integration with Batchbook. TeamSupport is a full featured and quite robust Help Desk system and the integration with Batchbook lets you share your information between these two great systems.
TeamSupport’s customer support and help desk application offers native integration with BatchBlue’s Batchbook CRM. Company and contact information can by synced from Batchbook to TeamSupport. Conversely, ticket information can be sent back into Batchbook for easy and contextual viewing. Learn More about this integration and see how effortlessly you can share data between these systems.
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Tags: activecampaign, batchmakers, teamsupport
As you all know, we are in the process of redeveloping Batchbook. We’ve been getting great feedback (please, keep it coming!) on the changes you would like to see in the new product. So with this in mind, we are asking for a few minutes of your time to let us know how you are using Batchbook’s search and list building tools.
These are very powerful tools, but with great power comes great responsibility. And with great responsibility sometimes comes user unfriendliness. To help us keep the interface friendly and the tools powerful, we need to hear from as many Batchbook customers as possible on how you are using the advanced search and list building tools. We appreciate your help.
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A few months ago Constant Contact announced the acquisition of social CRM product Bantam Live. As part of the technology transfer, the Bantam Live service will be unavailable to its customers for an extended period of time. Here at BatchBlue we started to hear from a number of those customers who were looking for a new home for their contacts.
Though deep in the middle of our Batchbook rewrite, we could not leave fellow small businesses (especially when they were asking so nicely) without a good option for managing their contacts. So we turned to trusted friends and Batchbook Experts Xioup.com to write a script that would import the XML files available as an export from Bantam Live directly into Batchbook.
Kurt Milam from Xioup wrote up a very nice description of how the import works and how to go about setting it up. This quick excerpt explains what data is available for transfer:
We’re happy to report that our importer brings in all contacts (companies and people, including all address information, tags, special dates, social networking profiles and rss feeds). It also brings in 100% of Bantam deal and project information, notes, tweets and internal messages (including creation date, author and recipients). Bantam statuses are brought in, as well, albeit without creation dates, since they’re not included in Bantam’s export archives.
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We’re working on something pretty big here these days. It is a major rebuild of our flagship product Batchbook.
Batchbook is a bit of a paradox. It is simple, easy to get around, easy to update. And yet it is also powerfully complex. SuperTags, to-do templates and integrations allow for enormous flexibility in workflow customizations. The contradiction is by design, as we have learned that CRM success comes both from frequency of use (make it easy) and the deep dive (to work with a unique business process). With the help of tens of thousands of customers and our diligent support team we have been able to hone in on the useful aspects of the simple, while also expanding the power of the complex. And little by little, we have updated and iterated on Batchbook to maintain this careful balance.
The team has been working very hard over the past few months to take all of the knowledge we have gained over these past 5 years to rebuild, from the ground up, Batchbook. Much of the work is back-end streamlining and optimizing to make the infrastructure more powerful and scalable. We’ve also taken the opportunity to improve the interface and workflow to make it much faster and easier to use. And we’ve got some exciting new features built in, as well.
While we still have a ways to go, I wanted to start pulling the curtains back a little to let you all know about things to come. Over the next few months, as we continue to polish things up and test them out I will be sharing bits and pieces of the new and improved Batchbook here on our blog.
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Tags: batchbook, Product Updates
The new version of our MailChimp sync has been out for a few weeks now and for the most part it’s been going really well. However, there have been some issues with groups so we’ve had to take a step back and take another look at the problem. Unfortunately, this means that we will have to turn off group syncing. It was just proving difficult to keep them in sync and was causing some big problems for our international customers especially.
First name, last name email, subscribed will continue to stay in sync and the dashboard and contact detail widgets will remain – just groups are turned off for now. Existing customers will still have the group sync enabled but once that sync is deleted, it will no longer work.
We hate taking features away but thought it best in this case, as it was causing too many edge-case issues. We’re going to take another look at groups and come up with a better way to do this in the future.
Our sincere apologies for the change. If you have some ideas on how you think we could improve the sync going forward, please let us know. We look forward to making the MailChimp integration work at its full capacity for all of our customers.
Tags: batchbook, integration, mailchimp
