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As a part of the new BatchBook for Sales version, we also launched this handy new tab called a Calendar. You may be familiar with the concept – an organized way to view all all of the action items in your work schedule. But we have taken it a bit further by giving you the option to include not only your meetings and upcoming tasks, but you can see a history of all of your communications, your team’s communications and any other custom events you create using SuperTags.
Just a few ways you can use the new Calendar feature:
- View upcoming meetings by team member, by meeting type or by deal (using tags)
- View all activity for each team member for the month – including their to-do items, communications sent, meetings attended, deal closing dates, and more
- Add new event types such as customer birthdays, closing dates for deals, due dates for proposals, and more using SuperTags.
- View all communications sent by a specific team member distributed across the entire month.
- Give outside vendors or temp staff access to only those events and tasks that are assigned to them so they can be kept in the loop.
We are very excited about the new Calendar feature. If you need help using it, please take a look at the FAQs for calendar.
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Tags: batchbook, calendar, crm, sales
Yesterday, we announced the launch of a series of new features in BatchBook that will help you manage your sales process. We’re particularly excited about the new Deals management feature – a new tab in BatchBook that allows you to track some of the standard deal information such as value and status. But we’ve also thrown in some unique BatchBook goodies such as tags, SuperTags, comments, an RSS feed, batch actions and more.
Here’s just a few of the things you can do with BatchBook deals:
- Keep track of your sales opportunities including any communications or tasks that need to be completed.
- Record possible partnership opportunities including the things that help you target in on the best opportunities.
- Keep track of your advertisers, their ad rates, their ad specifications, their tracking URLS and graphics used.
- Share deal information with outside contractors by giving them limited access to just those deals and contacts you specify.
- Build reports of outstanding deals by sales reps, deal amount, contract terms, product involved or anything else that will help you land the deal.
- Keep reports of communications happening or not happening with your outstanding leads.
- Subscribe to a feed of all comments being added to your assigned deals to track internal updates on the deals.
- Search through past leads and deals to find the right person to make the right introduction to land this new deal
- And so much more
You can see our new deals feature in action on the BatchBook for Sales screencast or visit our Deals FAQs for more detailed information.
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Tags: batchbook, crm, sales, webinar
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.
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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.
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Tags: batchbook, contact management, crm, organization, virtual assistant
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