New Tutorial: How to Manage Sales with Batchbook

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.

For this inaugural tutorial we are showing you an overview of a sales process using SuperTags, To-Dos, and Deals. Instead of just explaining what each is and what it can do, we have crafted a sample sales process, from lead to sale, which uses all these tools at different points. You will see links out to more detailed tutorials when we think it will be helpful, but this guide is a wide angle view designed to help you get a handle on the basics of managing sales inside of Batchbook.

This tutorial will give you an idea of how to manage sales. Once you master the basics, you can customize the process to your exact needs. Check out the tutorial and start feeling confident about your sales process!

Tutorial: Managing Sales with Batchbook

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Photo by Steve Snodgrass