We get a lot of questions about how best to manage sales using Batchbook. The truth is there are a lot of different ways you can use Batchbook to stay on top of your sales. Each business will do sales a little bit differently and, luckily, Batchbook is very flexible!
While this means we can’t share an exact sales management plan, we can explain how to use the tools inside of Batchbook to help you get a better grasp on your own unique sales process. There are 3 main tools in Batchbook that you can use together to help manage your own sales process. To help you get a better handle on how to use these tools to keep track of your sales, we have created a short tutorial for your learning pleasure.
But first, a little explanation since this is the first (but not the last) of these tutorials we will be presenting. We are using a tool called Screensteps (a fellow member of the Small Business Web) to help us put together nice little guides to some of the great features in Batchbook. These are highly visual guides, but they are also in document form, so you can follow along at your own pace and try things out as you go. Where a screencast can give you a great overview of a Batchbook feature, ScreenSteps helps us provide more in depth how to information.
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A couple months back we launched a very popular feature allowing folks to search for a contacts social connections on the web.
This has and continues to work great but we are always looking at ways to enhance features at BatchBook and we think the Flowtown integration does just that.
Flowtown is able to take an email address and turn that into a full social profile. They provide very targeted results based on email address which in most cases provides more accurate results than just a name based search as email addresses are unique. Please note you must have a Flowtown account for this to work and of course we highly recommend you get one if you do not already. They are a fantastic service.
The way the integration works is to head the to Sync & Integrations tab and add a new service. You will see Flowtown as an option and after clicking it you will be asked for your Flowtown account name and API key. Your API key is located in your Flowtown account under: Settings -> My Info.
Once enabled the process is very similar to the existing search social network button. Since the results are exact matches you do not have to go through the step of actually choosing the relevant profile. Just click the Search Social Network button and if results are found we will automatically add them to the Social Media SuperTag all in one step:
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We had so many amazing entries for this year’s Small Business Super Hero contest that we couldn’t award *just* a Grand Prize as we had originally planned. We’re also awarding three Runners-Up prizes because these folks are all just…that…fabulous!
Because of this, we’re still in the process of contacting all of our winners. Please check back next week when we’ll have the winners listed, as well as company profiles up of these small business super heroes. We can’t wait for you to meet them!
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You may have noticed the increased excitement around BatchBlue recently. We’ve been working on some new efforts and tonight we are announcing the launch of the BatchBook as a part of the Google Apps Marketplace, Google’s online storefront for Google Apps products and services. BatchBook is part of a diverse group of applications that will now be available for sign-up directly within all Google Apps customer’s accounts.
This marketplace represents an exciting new era in the world of small business management. Google has long been a leader in providing easy, affordable, reliable applications such as Gmail, Google Calendar and Google Docs for small businesses to use to run their businesses. With the launch of the Google Apps Marketplace, Google is now making it that much easier for their customers and all small businesses to find, set up and maintain their own grab bag of business applications without the overhead of IT installation and maintenance.
Why we love the new Google Apps Marketplace:
- It’s easy for small businesses to set up all of their applications at once.
- It is safe, reliable and very affordable.
- The integration between Google Apps Marketplace vendors means better results and less work for small businesses.
- The high caliber of companies in the Google Apps Marketplace means we know our customer’s are in good hands.
- We got to work with THE Google.
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Tags: freshbooks, google, google apps, google marketplace, mailchimp
We are very excited and honored to have Anita Campbell (@smallbiztrends), CEO of SmallBizTrends.com moderating #sbbuzz tonight. She will be unveiling a new social media survey done by Network Solutions @GrowSmartBiz and leading a discussion of the ways small businesses are using social media to, what else, grow a smart business.
You can see more about the survey and the discussion topic over at the #sbbuzz site. I will be participating in the discussion as myself (I usually am serving as the moderator under the @sbbuzz account). This will be a rare opportunity to devote my full attention to the discussion at hand and I could not have chosen a more exciting topic leader to entrust with our #sbbuzz reigns. What better way to move the small business industry forward than a discussion of innovative business strategies on Twitter?
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