BatchBook Blog
Archive for the “Product Updates” Category
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
Batchbook is now available as part of Palo Alto Software’s new Sales and Marketing Pro offering. Sales and Marketing Pro is a new bundled package of online and offline sales and marketing planning software products that includes all the tools to write a successful marketing plan, as well as the resources to actually implement it.
The software package includes our very own Batchbook CRM, website design tools and hosting from Network Solutions, e-mail marketing from VerticalResponse, a press release distribution account from PRWeb, customer scheduling software from Appointment-plus and professional printing services from Vistaprint. It also includes a copy of best-selling book Duct Tape Marketing from renowned marketing expert John Jantsch.
Sales and Marketing Pro is available now from Amazon.com and will be available shortly in retail outlets such as Office Max, Office Depot, etc. This is an exciting first for Batchbook and a rare opportunity for SaaS product to be included in retail outlets. By bringing the advantages of web-based software services to the big box outlets where small business owners typically go to find their start-up equipment, Palo Alto is giving small business owners both the education and tools they need for a successful sales strategy.
We have known Palo Alto Software for a few years now, ever since founder Tim Berry was a regular contributor and guest speaker on our #SBBuzz twitter chat. They are the masters of good business planning – with their original product Business Plan Pro, a tool we have used here at BatchBlue to help keep the business planning process alive and part of our ongoing quest for greatness.
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Tags: batchbook, small business
We’re pleased to announce our refreshed integration with MailChimp. MailChimp was one of our very first integrations. We figured it was time to revisit it to provide even more useful functionality.
Two-way sync!
The biggest change is that we now support two-way contact syncing between MailChimp and BatchBook. Now you can have new subscribers in MailChimp come over to BatchBook. You can also add contacts in BatchBook and have them sync to your MailChimp lists.
More highlights:
- If you use groups in MailChimp to segment your list, these groups are then used to create a custom SuperTag in BatchBook. Any changes to data in the groups or supertag will sync to the other service.
- From within Batchbook, you can now view AIM information to see opens, clicks, etc. on the contact detail page of each linked contact.
- A new MailChimp dashboard widget in Batchbook shows your recent campaign stats.
For more detailed information, check out the updated FAQs and have a look at this quick screencast showing the new Batchbook/MailChimp features in action.
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Tags: batchbook, how-to, integration, mailchimp
We’ve had web forms built in to Batchbook for some time now. We created them with intent to allow super-simple forms integration that would allow our customers to gather contact information from a web page and have it automagically sent to their Batchbook accounts. In the short term, we strove for simplicity, providing the basics of what folks needed with the intention of integration with a proper form-building service at a future date.
So when our friends over at Formstack let us know that they were working on a way to get data from their incredibly robust form builder into Batchbook, we were super excited. We’ve been using and loving Formstack for a while now and they’ve been great partners in The Small Business Web. The team over there is awesome at what they do and their commitment to customer service is right in step with ours.
Here’s Chris Lucas from Formstack: “The Batchbook integration just made sense from our standpoint. It is one of the most requested integrations we receive from customers and potential customers…and really, we wanted to integrate with another company who’s passionate about the web, loves small businesses, and appreciates their customers like we do.” See, we said they were awesome!
Formstack’s web form creator gives you an easy-to-use HTML form builder that allows your forms to be integrated with your website without any programming, software, or special skills. Click, drag and type your way to professional forms in minutes.
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Here at BatchBlue, we love to party. Invite us to an event and we’re there. Ask us to throw an event? No problem, we’re on it. (We rocked SXSW last year with an amazing party for The Small Business Web.)
What we don’t always love? Event management. Sending out invites, tracking RSVP’s, updating attendees on last minute changes, getting the word out, etc. You’re trying to use email, spreadsheets, Twitter, PayPal and Facebook to organize and track your event and the next thing you know it’s a jumbled mess. You need some software to make all this stuff seamless.
That’s why we’re super excited to announce our most recent integration partner: Eventbrite! Eventbrite helps you “manage all the hard stuff—such as registrations and selling tickets—and they set you up with the tools to help your event spread virally through social networks.” I’ve used them for years and they’re awesome. Eventbrite takes all of the headaches out of planning, managing and promoting your event.
The integration process is simple. You set up an Eventbrite account ($20 in credits if you don’t already have one – Thanks Eventbrite!), build a list in BatchBook, push the Send to Eventbrite button and let Eventbrite work their event management magic. Then you get to spend your time kicking back at your event instead of worrying about managing the guest list. Check out the screencast below to see just how easy it is to use BatchBook and Eventbrite together:
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Tags: batchbook, eventbrite, integration, partnerships
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