Let’s Get Organ-ized!
- Posted January 14th, 2008
- Filed under: Customer Service, Using BatchBook
Hello-my name is Stephanie Sweeney and I work in Customer Service here at BatchBlue. My job involves helping people use BatchBook to organize their small business, making their lives easier. So why not start close to home?
My brother Brian is a talented musician who just happens to be a small business owner. He is the President of the Potter-Rathbun Organ Company in Cranston, RI. The company specializes in the restoration, tuning and maintenance of pipe organs. They have clients all over New England as well as New York and New Jersey. Like most small business owners, Brian wears many hats. He personally answers all telephone inquiries and emails, responds to emergency calls and takes part in the weekly tuning schedule as well as going on tuning “road trips” which usually last one week. Brian is also responsible for drafting all proposals and service contracts. On Friday, Brian and his wife Heather-Rose (who also has a full-time job) try to catch up on day-to-day office duties and scheduling.
I was helping out in the Potter-Rathbun office when I became a member of the BatchBlue staff. I was very excited to put BatchBook to work for the organ company. After all, pipe organ maintenance is quite a unique field. The best thing about BatchBook is the ability to make it your own. By tagging all of their contacts with customer specific information Brian and Heather-Rose can easily create tuning schedules based on the area (local versus out of town) and time of year (tuning just in time for Christmas Eve mass!). And the new lists functionality enables them to quickly generate a list of mailing labels for weekly appointment cards, instead of hand writing them!
While Brian is on the road, he can log into BatchBook anytime and get scheduling information that was previously only on Heather-Rose’s computer. He is able to quickly show his employees the location of their next tuning visit using the Google maps feature. At conferences, he can quickly add a new contact with custom fields such as: which organ they built, which supply company they use and what’s their best organ joke. Because, believe me, there are plenty of organ jokes!
