You’ve won another customer! That’s awesome, and you have every reason to be excited. You’ll go to great lengths to make sure they are happy. After all, you care about each and every one of your customers.
But what’s next? After this sale, how do you plan to keep them coming back again and again as a loyal customer? You need a customer loyalty plan.
Having a great product and giving wonderful service at the time of purchase is a great start. But if you are going to build long term loyalty in a large number of your customers, there are a few things you can do to spur that along. (more…)
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One of my favorite parts of working with our customers is talking to them when they realize how using Batchbook can help them be more efficient. In Webinars, Onboarding Sessions and email correspondence, one of the most common ‘aha’ moments comes when we work through how easy it is to stay on track with Batchbook ToDos, particularly when applied using our ToDo Templates.
Batchbook ToDo templates are a just a common series of actions that you may apply to a Contact Record or a Deal Record to schedule out a whole bunch of tasks all at one time, even far off in to the future.
If you think about your business or or your organization, you probably have a bunch of processes which could be scheduled using a ToDo Template Series. Do you have a checklist of things you do when you get a new customer? How about when you get that first order from someone? When a project starts? When a project ends? When a new lead in generated?
If any situation requires a set series of tasks as a response it’s a great candidate for a ToDo Template and makes sure that these follow up or future tasks aren’t forgotten.
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Tags: batchbook, To-Do List
We started the rebuilding of our Batchbook product at the very heart of the application: the contacts tab. This is where you can see all of the people in your network, dig deeper into their interests and backgrounds, follow the conversations and interactions you are having with them and keep track of the special things that make them tick. Really get to know them better.
This should be the easy stuff, right? It’s just names and addresses. Well, a few addresses. And phone. And by phone I mean home, work, the other work, cell, fax, 800#, and international. And also e-mail. Make that a couple of e-mails. And websites. That can be company, personal, blog, or wiki. And don’t forget the social. Facebook profiles, both personal and business. And if it is a business also the brands and contests and causes and events and places. And Twitter. Both the individual and their company and possibly their dog. And LinkedIn and Google+ and Flickr and so many more. And multiply all of this by 2 or 3 or 4 for everyone in your network who freelances/owns/volunteers for multiple companies.
You see where I am going with this. It is actually deliciously complex keeping up with the who’s and where’s of your personal and professional networks. But the thing is, the time it took you to read all of the types of information we are collecting is probably more than you will have on any given day when you need to find it quick! And it is only going to be helpful if you, your team or the magic syncing elves have been keeping the information up to date. So while it’s fantastic that there is so much information to collect, it is even more important that it be easy to get to and easy to update.
With this in mind, our redesign is about Cleaning It Up and Speeding It Up. I will continue to update you on some of the new features and updates that we are rolling out with The New BatchBook as we finalize different components. In Contacts, this translates to:
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Tags: batchbook, contacts, redesign
What is the biggest ‘bummer’ you have when it comes to sales? Is it missed opportunities? How about not having enough time to pursue new sales? Maybe you feel you can’t ever get up to full speed because you have so many little tasks to do throughout the day?
At its core, sales is pretty simple. Identify a qualified lead, take time to build some trust, book the sale. That’s not to say it is ever easy. There are always a lot of moving parts involved in a successful sale. The better you can manage those parts, the more sales you can make.
Avoid unnecessary steps
The first key to making your sales process simpler and easier to manage is to make it as straightforward as possible. Do not add any unnecessary steps, such as making sales reps fill out onerous reports every step of the way. A simple sales process is easy to track without a lot of extra data entry on the part of the sales team.
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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
