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The decorations are up and the turkey’s been eaten, which can only mean that the winter holidays are officially upon us. I know, I know, you’re thinking ‘Wait – didn’t I just finally put my beach chair in the car?’ The good news is that organizing with BatchBook can help take away some of that stress and help keep your holidays full of mirth and merriment.
Here are a few of my favorite tips on how BatchBook can make your holidays brighter this year:
Make holiday card sending a snap
- Start by creating a new tag for your holiday cards and tag everyone you’d like to mail to (for instance “holiday10″).
- Search though your other tags to find groups of people you’d like to include and BatchAdd these folks to your new holiday tag in one fell swoop.
- Want to use your holiday cards to help reconnect with folks you haven’t communication with in a while? Use our handy dandy “record communicated with” Advanced Search to find folks you haven’t spoken with since Valentines Day.
- You can build a list using your new tag name with a click of a button. Then check out which labels we support and print your mail labels right from BatchBook!
- Another option: send your list over to MailChimp or export your list to Tiny Prints and let them do the hard work for you!
Manage your holiday To-Dos (more…)
Tags: batchbook, contact management, holiday, holiday cards, how-to, mailchimp, mailing labels, mobile web
Today is an exciting day for us here at BatchBlue: we’re pleased to announce the official launch of our very own iPhone app for BatchBook. Ever since we first got our hands on the original version of the iPhone (way back in 2007!) we’ve wanted to get BatchBook its own spot in the App store. And now we’re there, free and available for our BatchBook users!
We went through a couple different iterations on the app but ultimately are glad we took some extra time to make sure we produced a solid first version.
Lets get to the features of version 1.0 (to see it in action, check out our fun iPhone commercial shot by two local kid filmmakers):
Contacts
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Tags: batchbook, contact management, iphone, mobile, virtual office
We’ve noticed a lot of different types of organizations using BatchBook, which makes us happy knowing that we’ve built something that works so well for such varied customers. We love all of our customers and want to make it easier for them to get started with contact management since there can be a bit of a learning curve regardless of what system you end up choosing.
Recently, we’ve seen an increase in religious organizations using BatchBook to manage their contacts and congregation. Since we happen to know a great writer who uses BatchBook at her church, we asked her to help write a Blue Paper on the topic.
We’re pleased to present Contact Management for Congregations, written by the lovely and talented BatchBook customer Katy Killilea. Here’s the intro:
Like the members of a faith community, contact management requires care and nurturing. The information we need is in continuous flux and our tools should make dealing with that flux simpler. With a system that fits your group’s needs, managing the flow of information will not be arduous but instead liberating. When the information you need is updated and easy to find, your mind is less cluttered, mistakes are less likely, and you can grow with confidence.
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Tags: batchbook, church, Community, contact management, crm, non-profit
Several people sent me the link to NYC VC Fred Wilson’s blog post in which he asks his readership for suggestions for a “Family CRM” service. He explains that he and his wife Joanne Wilson a.k.a Gotham Gal are looking for a way to share basic contact/calendar information, build some e-mail lists for social correspondence, planning and general family-managing.
In the thread, a few BatchBook customers recommended our CRM BatchBook (thanks Boris, Sri, Stefano and Sandro!), so I’d talk about how I use my BatchBook account to help manage my busy family.
First, I should explain that BatchBook was not designed for managing families, but it WAS designed for those small businesses that are about the same size, shape and energy level of an on-the-go family. I think the folks who recommended us recognize that the flexibility of BatchBook makes it work for all sorts of situations, including the work/life balancing (or is it juggling?) act that we small business owners face every day. As we know all too well, the line between business owner and family member frequently blurs.
My other co-founders and I started BatchBlue so that we could build a business deeply integrated with our family lives (I have three small children; they have two). Part of the solution for me has been using a personal BatchBook account to manage my family life. Here’s how I do it:
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Tags: batchbook, contact management, how-to, supertags, work/life
The latest cool little feature we snuck into BatchBook has been a pet project of mine for a while. So much so that I get to be the one to announce it!
Have you ever been working in BatchBook and thought “Oh, I’d love to send someone this person’s contact information”? Recently, I had an editor friend looking for a freelance writer for a project. I clicked on my “writer” tag in BatchBook, took a quick look at the resultant list and found someone I thought would be perfect for the job. But I had no way to send that person’s information from BatchBook, so I had to cut and paste everything into a separate email. Kind of a bummer since all the info my friend needed (name, email and street address, phone number) was right there on the contact detail page.
Thanks to some back-end wizardry, you can now send a person’s contact information directly from BatchBook just by clicking on this last little icon on the Contact detail toolbar:
<== hello!
Once you click, just add the recipient’s email address to the drop-down bar and the vcard information is zipped off to your friend. This is also great for those times when you want to make a virtual introduction between two folks. With this new feature, you’re off and networking in no time. It’s just a quick little thing that adds up to a bit of a time-saver, which is always nice.
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Tags: batchbook, contact management, usability
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