Rather than sermonize to you all on the many ways that your CRM product, mobile device, social media networks, cloud applications, productivity tools and automation services can help you build better relationships with your customers, I spent my “work time” yesterday touching base with a very small group of people who have had a profound impact on me and my success this past year. I wanted to make sure they know how much I appreciate all they have done for me and for BatchBlue and how excited I am for what we have coming in 2012.
Because that is my resolution. To stay better connected with the people who matter most and make sure they know how important they are. I have many more people to reach, and many more thank yous to give. One at a time so that they each know I am talking to them and I mean what I say.
So sorry, no checklist to plug-and-play better customer relationships. But if you are of the “great relationships are built one conversation at a time” ilk like me, I have a good Book to recommend.

Just the other day I posted about creating a customer loyalty plan. Today, I stumbled across a thoughtful blog post by Maz Iqbal on the Business 2 Community blog about this same topic. The post, somewhat ominously, starts out with this take-a-way:
CRM has failed to deliver customer loyalty; is Social CRM headed the same way?
The article, titled Customer Loyalty: Disgust, Elevation and the Categorical Imperative, is worth a full read. The premise is that people are either disgusted by bad interactions with companies, or elevated by good interactions.
(more…)

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…)
Batchbook is a highly adaptable product by design. Our goal is to provide an easy to use CRM for small businesses of every stripe. From time to time, it is interesting to talk to a customer about how they use Batchbook specifically for their type of business.
Recently, we got a chance to grill Dan Smolensky of The Modal Group on how he employs Batchbook to help manage his commercial real estate business. The Modal Group is based in Chicago, and focuses on helping clients find the right locations throughout the United States.
Dan is a typical Batchbook customer. He started his own small business because he saw a need to provide more transparency in the commercial real estate market. The Modal Group makes a point of only representing the buyers, so that they can provide the best options to their clients.
While not every Batchbook customer is in commercial real estate, Dan has some great ideas and practices for using Batchbook that apply to many types of small businesses.
(more…)
When the phone rings, do you find yourself scrambling for a scrap of paper to write notes on and racking your brain to try to remember your past conversations with the caller? Ringio is on a mission to solve this problem.
Contact Information Delivered With the Call
With Ringio, when the phone rings, a box will pop up on your computer (or smartphone) with information about the caller. With their Batchbook integration via OneSaas, Batchbook users can pull in all of their contact information from Batchbook into Ringio. This means when you get that call, you will see the most up to date information about the caller and be more prepared than ever to answer questions or continue a previous conversation.
Pull Up Full Batchbook Contact Page Quickly
(more…)