BatchBook Blog
Archive for Tag
If you use Google to handle your email, you may have heard of the awesome social plugin from the folks at Rapportive. This plugin allows you to view the social connections of anyone who emails you right in the context of the email. Check it out:
This information comes up on the right of my screen whenever Rahul sends me an email. You can also hover over any email address and have the relevant info show up. Really powerful stuff and as lovers of all things contact data-related, we at BatchBlue have been big fans since they launched.
So of course we were excited when the folks behind Rapportive got in touch and asked if we wanted to participate in their new developer platform called Raplets. We immediately said yes and got to work.
What Raplets let you do is add onto the information supplied by Rapportive. In our case we can provide contact information, to-do (tasks) and comments. After setting up the BatchBook Raplet, you will see the following in addition to the Rapportive information: (more…)
Tags: batchbook, contact management, email, Raplets, Rapportive, social crm
As small business owners, we work hard to best support our customers by quickly and efficiently answering questions and responding to issues. Now that most folks are online, our customers are contacting us in a variety of ways: through email, on the phones, in forums and even on Twitter.
Our latest integration partner, Zendesk, allows us to provide a huge step in better keeping track of your customer base and their communications with your company. Zendesk is a complete support site for your customers that allows you to collect and organize customer requests in one place. See a tour of Zendesk’s features in action.
With the BatchBook and Zendesk integration, you can view Zendesk tickets right from your BatchBook Dashboard. Once you’ve created a Zendesk account, head over to the Sync tab in your BatchBook account, select “Zendesk”, and add your Zendesk login information when prompted. Voila! The accounts will be integrated. This means that in BatchBook you’ll see: (more…)
Tags: batchbook, contact management, Customer Service, small business CRM, zendesk
This feature release is so big we’re taking the whole week to announce it! For the rest of the week, we will be highlighting some of the exciting new features in our BatchBook for Sales release, including a new tab for tracking Deals, an all-inclusive calendar and permissions-based access to your BatchBook contacts and communications.
We’ve worked hard over the past year and a half to bring the personal side of small business relationships into BatchBook. SuperTags allow you to build a richer profile of your customers, social media integration allows you to engage with them in a more personal and accessible way, and our Small Business Web partnerships provide a single source of information for all of the other systems you are using to run your business.
Now, we’ve combined this with the deals and leads tracking tools of enterprise sales management products so you can better understand how to turn these personal relationships into new customers. Share conversations across your team, track important action items and capture all signals your customers are sending out – whether a complimentary Tweet or a frustrated blog post.
At BatchBlue, we believe that open, on-going communication with your contacts is really the lifeblood of your business. With BatchBook for Sales, the sales pipeline just got a little more personal. Because you should never have to force a sale.
Tags: contact management, crm, sales, small business CRM, Social Media
It’s September and back-to-school fever has hit the On-Boarding desk hard as my calendar is being flooded with appointments. It just seems natural as the kids are heading back to school that the rest of us decide to buckle down and take the time to really get organized.
Our On-Boarding program gives me the opportunity to talk with customers, listen to their needs and do a fair amount of problem-solving. I’ve been helping customers for over two years now and I find there are a few tips that I’m always giving out to those who are just getting started with BatchBook. I thought I’d share them here to make it easier for other new customers to start using BatchBook.
1) Download the Import Template. Importing is probably the first step you will take when setting up your new BatchBook account. We provide a BatchBook Import Template to help make this process as easy as possible. You’ll find the Import Template in the right-hand column of your Contacts tab page within BatchBook. Simply download the template to your desktop, fill it in and import away.
If you need to import data that does not fit under our template headers, you can do that, too. First, create custom fields (or as we call them, SuperTags) for your specific information. Once your SuperTags are created, download the template. You’ll now see columns for your SuperTag data. View a screencast. (Note that if you have created a multiple choice field type for your SuperTag, the data you are importing has to be an exact match or you will get an error. See more detailed template instructions here.)
2) Take a tour of our SuperTag Library. BatchBook is all about customization, but where do you start when thinking about creating your own, unique SuperTags? Answer: the SuperTag library on the Tags & SuperTags tab! We’ve also compiled some industry specific examples for you (Marketing, Real Estate, Design, Social Media) Give them a look; perhaps you can use them or maybe they will inspire you to create some of your own. You can edit or delete your tags or SuperTags at any time on your Tags & SuperTags tab.
(more…)
Tags: contact management, crm, Customer Service, On-Boarding
We’re lucky to be working with Michelle Wolverton, a virtual assistant who runs her own VA company over at chelpixie.com. Here Michelle gives you her thoughts on data management from a virtual assistant’s point of view. She is tremendously organized and has some great tips for how BatchBook can help you be the same. — BatchBlue
A personal assistant and project manager is often times expected to respond quickly and efficiently to handle task communicated by clients who like to communicate in many different ways. Clients email me, call, tweet and sometimes even text message me to handle things on the fly. In the beginning, this wasn’t urgent, I could keep track of tasks in my personal spreadsheet program and know what needed to be done and where I could contact the client as needed.
Business has grown and I’ve looked at several new management options of keeping track of incoming information versus searching spreadsheets (or sometimes even gmail) for something I need to find immediately to get my task done. I not only need to know a clients contact information, but details of projects or FTP information or passwords.
I’ve tried many methods, using 37 signals products, Salesforce, even Microsoft Sharepoint on a Mac! Lately I’ve been using BatchBook to help me accomplish things and keep details organized.
(more…)
Tags: batchbook, contact management, crm, organization, virtual assistant
Older Entries
Newer Entries
