Let’s Make a Deal: BatchBook for Sales
- Posted November 5th, 2009
- Filed under: Product Updates, Using BatchBook
Yesterday, we announced the launch of a series of new features in BatchBook that will help you manage your sales process. We’re particularly excited about the new Deals management feature – a new tab in BatchBook that allows you to track some of the standard deal information such as value and status. But we’ve also thrown in some unique BatchBook goodies such as tags, SuperTags, comments, an RSS feed, batch actions and more.
Here’s just a few of the things you can do with BatchBook deals:
- Keep track of your sales opportunities including any communications or tasks that need to be completed.
- Record possible partnership opportunities including the things that help you target in on the best opportunities.
- Keep track of your advertisers, their ad rates, their ad specifications, their tracking URLS and graphics used.
- Share deal information with outside contractors by giving them limited access to just those deals and contacts you specify.
- Build reports of outstanding deals by sales reps, deal amount, contract terms, product involved or anything else that will help you land the deal.
- Keep reports of communications happening or not happening with your outstanding leads.
- Subscribe to a feed of all comments being added to your assigned deals to track internal updates on the deals.
- Search through past leads and deals to find the right person to make the right introduction to land this new deal
- And so much more
You can see our new deals feature in action on the BatchBook for Sales screencast or visit our Deals FAQs for more detailed information.
Please let us know how you are using the new deals feature or what you’d like to see added!
Want to learn more about BatchBook for Sales? Register for our free webinar, Thursday November 5th at 2 pm EST.
AWESOME guys, very happy.
Thank you.
Immediately useful, switched a whole bunch of contacts over yesterday. Very simple to do. Had to squint to find the little conversion deal icon.
Keep going, though! I would love love love to keep track of where the prospect is in the sales cycle. And tags aint gonna cut it
Pending, Yes, No is simply not sufficient! Please help.
Best, Paul
Just a phenomenal addition to the product and, really, enough for me to quit fussing around with Salesforce and a few others I was looking at and become a customer. Look for a new sign-up by Monday!
Thank you both for the nice messages and glad you are using the new deals feature!
Paul, let us know what might help you in monitoring your sales progress. We have some ideas in this direction, but I would love to hear what you are looking for.
Greg, you made my weekend!
- Pamela