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BatchBook Experts Program: Words (and more) from the Wise

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We’ve put together a new program here at BatchBlue. You see, as we’ve grown our product and our relationships with the folks who are using it, we came to realize there are some very smart people out there who are coming up with some ingenious ways to set up and use BatchBook for their various CRM needs.

We wanted to introduce you to the folks who we know from their involvement in our forums or with our customer service team as expert BatchBook users. They each have experience setting up BatchBook accounts for themselves and their own clients, and are now available to help our users with some of the more advanced functions in BatchBook such as:

  • Prepping database and spreadsheet files and importing them into BatchBook.
  • Setting up custom fields using SuperTags and importing custom data from other systems.
  • Developing custom reports and lists.
  • Writing scripts to connect the BatchBook API to other products such as e-commerce forms, blog site, etc.
  • Using the BatchBook API to migrate data from other CRM systems

(more…)

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