BatchBook Blog
Archive for the “Product Updates” Category
Another week and another integration that we think you are going to love. Tungle is a very cool service that eases the problems caused by trying to scheduling meetings on busy calendars. Coordinating meetings with others, as well a letting others know your availability, has never been easier thanks to Tungle.
BatchBook is excited to launch the first step in our integration with Tungle via the Tungle scheduling widget. After you turn it on via the Sync and Integrations page, you will see a Tungle link at the bottom of the contact information section:
(more…)
Tags: batchbook, feature, integration, meeting scheduling, Partners, tungle
If you use Google to handle your email, you may have heard of the awesome social plugin from the folks at Rapportive. This plugin allows you to view the social connections of anyone who emails you right in the context of the email. Check it out:
This information comes up on the right of my screen whenever Rahul sends me an email. You can also hover over any email address and have the relevant info show up. Really powerful stuff and as lovers of all things contact data-related, we at BatchBlue have been big fans since they launched.
So of course we were excited when the folks behind Rapportive got in touch and asked if we wanted to participate in their new developer platform called Raplets. We immediately said yes and got to work.
What Raplets let you do is add onto the information supplied by Rapportive. In our case we can provide contact information, to-do (tasks) and comments. After setting up the BatchBook Raplet, you will see the following in addition to the Rapportive information: (more…)
Tags: batchbook, contact management, email, Raplets, Rapportive, social crm
You may have noticed a few new shiny links and buttons that we snuck into the BatchBook redesign. My favorite of these is a bright green “Search Social Network” button found under every individual’s name and title information. But don’t be fooled by the unassuming manner of this image – it actually wields a mighty power when clicked.
The “Search Social Network” activates a search through Sociotoco.com. Using the first/last name and relevant location information of your contact, the application searches through the Twitter, Flickr and LinkedIn sites and returns anyone that it thinks matches your contact. You might see a few erroneous people returned especially if you contact has a fairly common name, but you can use the included pictures and location information to help you find the right contact.
(more…)
Tags:
You’ll probably notice next time you log into BatchBook that we’ve added a fresh coat of paint and moved some furniture around a bit. Actually, it’s much more than that — what you are seeing is a culmination of four months of work to bring you of what we feel is a significant upgrade both visually and functionally.
First, we wanted to thank Alex Taylor of Big Ring Design, who is responsible for the new design. The BatchBlue team had a great time working with and getting to know him better over the past few weeks and we’re very pleased with the outcome of his efforts. Thanks, Alex!
Over the upcoming weeks, we’ll publish a few more posts that go into more detail about some of the specific changes, but I wanted to touch on the main areas of the site that were changed/improved.
New Quick Add options
- Quick Add an Event and a Deal
(more…)
Tags: batchbook, social crm
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: (more…)
Tags: batchbook, contact management, Customer Service, small business CRM, zendesk
Older Entries
Newer Entries
