BatchBook Blog
Archive for the “Product Updates” Category
As small business owners, we work hard to best support our customers by quickly and efficiently answering questions and responding to issues. Now that most folks are online, our customers are contacting us in a variety of ways: through email, on the phones, in forums and even on Twitter.
Our latest integration partner, Zendesk, allows us to provide a huge step in better keeping track of your customer base and their communications with your company. Zendesk is a complete support site for your customers that allows you to collect and organize customer requests in one place. See a tour of Zendesk’s features in action.
With the BatchBook and Zendesk integration, you can view Zendesk tickets right from your BatchBook Dashboard. Once you’ve created a Zendesk account, head over to the Sync tab in your BatchBook account, select “Zendesk”, and add your Zendesk login information when prompted. Voila! The accounts will be integrated. This means that in BatchBook you’ll see:
- A dashboard widget that shows all open Zendesk tickets assigned to you.
- An activity log widget on each contact record that will show any Zendesk tickets that contact has submitted.
We hope that this new partnership will make it even easier for you to manage and grow your business and create lots of blissful customers along the way.
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Tags: batchbook, contact management, Customer Service, small business CRM, zendesk
Another new major update as part of the new release of BatchBook for Sales is the new permissions based access to all of your BatchBook data. While we do still feel that access to the valuable customer information being collected in BatchBook is important to share with the team, we also realize there are times when you want to give an outside contractor or temporary sales rep access to a certain portion of the information.
By popular request, we’ve launched a new user level called the “Basic User” that has very limited access to only those contacts, communications, calendar items and deals that are assigned to them, that they have created themselves, or that you have proactively given them access to yourself. You will now see an option at the bottom of your BatchBook records to “Choose who can see this record” with checkboxes for each of the basic users in your account (and an option to give access to all basic users on your account). The basic user can then log into their own version of BatchBook and work on those items assigned to them without having access to the entire account.
For more information on setting up the new account level and granting permissions within BatchBook, please see our Basic User FAQ. And for more information on all user levels you can check out a description of all account levels.
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Tags: batchbook, crm, permissions, sales
As a part of the new BatchBook for Sales version, we also launched this handy new tab called a Calendar. You may be familiar with the concept – an organized way to view all all of the action items in your work schedule. But we have taken it a bit further by giving you the option to include not only your meetings and upcoming tasks, but you can see a history of all of your communications, your team’s communications and any other custom events you create using SuperTags.
Just a few ways you can use the new Calendar feature:
- View upcoming meetings by team member, by meeting type or by deal (using tags)
- View all activity for each team member for the month – including their to-do items, communications sent, meetings attended, deal closing dates, and more
- Add new event types such as customer birthdays, closing dates for deals, due dates for proposals, and more using SuperTags.
- View all communications sent by a specific team member distributed across the entire month.
- Give outside vendors or temp staff access to only those events and tasks that are assigned to them so they can be kept in the loop.
We are very excited about the new Calendar feature. If you need help using it, please take a look at the FAQs for calendar.
As always we would love to hear how you are using it, what suggestions you have for others and what we can do to keep improving this new feature. Please let us know!
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Tags: batchbook, calendar, crm, sales
Yesterday, we announced the launch of a series of new features in BatchBook that will help you manage your sales process. We’re particularly excited about the new Deals management feature – a new tab in BatchBook that allows you to track some of the standard deal information such as value and status. But we’ve also thrown in some unique BatchBook goodies such as tags, SuperTags, comments, an RSS feed, batch actions and more.
Here’s just a few of the things you can do with BatchBook deals:
- Keep track of your sales opportunities including any communications or tasks that need to be completed.
- Record possible partnership opportunities including the things that help you target in on the best opportunities.
- Keep track of your advertisers, their ad rates, their ad specifications, their tracking URLS and graphics used.
- Share deal information with outside contractors by giving them limited access to just those deals and contacts you specify.
- Build reports of outstanding deals by sales reps, deal amount, contract terms, product involved or anything else that will help you land the deal.
- Keep reports of communications happening or not happening with your outstanding leads.
- Subscribe to a feed of all comments being added to your assigned deals to track internal updates on the deals.
- Search through past leads and deals to find the right person to make the right introduction to land this new deal
- And so much more
You can see our new deals feature in action on the BatchBook for Sales screencast or visit our Deals FAQs for more detailed information.
Please let us know how you are using the new deals feature or what you’d like to see added!
Want to learn more about BatchBook for Sales? Register for our free webinar, Thursday November 5th at 2 pm EST.
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Tags: batchbook, crm, sales, webinar
This feature release is so big we’re taking the whole week to announce it! For the rest of the week, we will be highlighting some of the exciting new features in our BatchBook for Sales release, including a new tab for tracking Deals, an all-inclusive calendar and permissions-based access to your BatchBook contacts and communications.
We’ve worked hard over the past year and a half to bring the personal side of small business relationships into BatchBook. SuperTags allow you to build a richer profile of your customers, social media integration allows you to engage with them in a more personal and accessible way, and our Small Business Web partnerships provide a single source of information for all of the other systems you are using to run your business.
Now, we’ve combined this with the deals and leads tracking tools of enterprise sales management products so you can better understand how to turn these personal relationships into new customers. Share conversations across your team, track important action items and capture all signals your customers are sending out – whether a complimentary Tweet or a frustrated blog post.
At BatchBlue, we believe that open, on-going communication with your contacts is really the lifeblood of your business. With BatchBook for Sales, the sales pipeline just got a little more personal. Because you should never have to force a sale.
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Tags: contact management, crm, sales, small business CRM, Social Media
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