We’re all about supporting our wonderful Batchbook users and helping them get the most out of their Batchbook accounts. We also realize that for a lot of folks, starting a new year is a logical time to make resolutions and changes. At its core, Batchbook is a tool for organization and we want to do our part to help you use your Batchbook accounts to the fullest.
We think our screencasts and webinars do a great job of giving you an overview of the features and functionality of Batchbook. We send welcome emails and provide introductions and tips right in the application to get you started and get you on your way to productivity.
We’ve also shared a lot of tips and tricks here that might be useful to bring together in one place as we all prepare for the new year. Want to get more organized with Batchbook? Follow these steps and you’ll enter in a whole new realm of organization and productivity.
Tips & Tricks for an organized New Year
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Tags: comments, communications, rss, supertags, tags
We like to think that we make BatchBook flexible enough to meet just about any team or group’s workflow. Sometimes though the flexibility and open nature can leave people wondering how to best take advantage of the features and functions that we provide. One common question we get in the Customer Experience group is people wanting to know how they should be using Notes, Communications and Comments.
While there are no hard or fast rules on how they should be used as each person sets up their account differently, I wanted to share with you how I see them being used in most instances.
I see the Notes area as being the place for the information you need to just keep in mind at a glance when looking at a contact record. I’m getting ready to call them but I need to be reminded how to pronounce their name, or I need to be sure not to call on a Tuesday morning, etc. If nothing else, I know I need to look at the notes before taking any action with this contact.
Comments are more of a collaborative or running commentary about the contact that is visible to your whole team. Some folks will include general info, a link to a relevant article about the company, items that are useful to you and your team in relation to that contact. For example, if a colleague were to see that a vendor you managed added a new product line they could add that in the comments so that when you logged in you would see that information and act accordingly.
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Tags: comments, communications, notes
You may have thought the BeeGees had three members (OK, four if you include Andy). But our social media BeeGees are actually five in number.
Lately we’ve been asked by some pretty smart folks about what our social media strategy is and how we’ve been using social media to help our small business grow. In thinking about the answer to this question, I’ve come up with what really is at the heart of what we as a company strive to do. It’s not as much of a strategy as it is a philosophy. And because we’re BatchBlue, there had to be some disco involved just to keep it fun.
“B.G.” in this case stands for “Be Good“. These five principles drive everything we do, from late-night work sessions, to customer feature request reviews at staff meetings, to raising money for local food shelters. So crank up the hi-fi, put your earphones on and settle back to enjoy the high-pitched melodic stylings of the BeeGees of Social Media:
1. Be Good at your product or service. There’s no sense in trying to sell a product that you don’t believe in. It’s a waste of your time and your potential customers’ time. Make your product or service awesome. If you make widgets, they should be the best darn widgets out there. If you polish widgets, they should end up really, really shiny. And, more importantly, help make your customers be awesome in using your great, shiny widgets. They will love you for it.
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Tags: bee gees, communications, Customer Service, Social Media
During some recent Communications discussions on the BatchBlue forums, forum user extraordinaire HansD posted this idea:
Can we have comms related to comms? (to’s/from’s would be dynamicly taken from the parent comm, so it will always be visible where the main comm is visible)
I’d love to say we thought long and hard about how to pull it off, but in reality we pretty much did what he said. 
Now when you’re on a Communication Detail page, any other communications between those contacts will appear in the Related Communications box. Here’s how it looks:
Thanks HansD!
Tags: communications, Customer Service
