Last week, Stephanie and I presented the first BatchBook webinar specifically about integration with our partners from The Small Business Web. The webinar, The Small Business Webinar: Using BatchBook’s integration partners to achieve contact management bliss, was a hit and we received many requests for an archived version. We’re pleased to announce it has been added to our Screencasts page (and is also embedded below).
Screencast: The Small Business Webinar: Using BatchBook’s integration partners to achieve contact management bliss
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Tags: freshbooks, gmail, google contacts, integration, mailchimp, shoeboxed, zendesk
Tomorrow (Thursday September 10 at 2:00 ET), we’ll take a break from our regularly scheduled webinar to bring you a special one. This webinar, called The Small Business Webinar: Using BatchBook’s Integration Partners to Achieve Contact Management Bliss, will focus on how you can enhance your BatchBook experience through our integration partners.
The webinar description:
Join Stephanie Sweeney and Adam Darowski of BatchBlue Software as they demonstrate how to use BatchBook’s integration partners to achieve contact management bliss! You’ll see how easy it is to send emails to your customers, keep track of outstanding client invoices, import business card and other contact data, even monitor support questions all from the comfort of your BatchBook account.
With our integration partners, we’ve made it easier to manage your contacts, your way.
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Tags: freshbooks, gmail, google contacts, mailchimp, shoeboxed, zendesk
BatchBox email forwarding is one of my favorite feature of BatchBook. Every BatchBook user gets their own BatchBox address. You can use that address to forward (or BCC) email messages into BatchBook. We’ll handle the trouble of creating a communication, attaching it to the proper contacts, and retaining attachments.
On any contact page in BatchBook, email addresses (of course) are hyperlinked so that clicking on them opens a new message in your email application. Forum user Dean made the awesome suggestion that we automatically BCC those messages to the BatchBox address. He got an Our Users are So Smart post for that.
Some of our savvy forum users are Gmail users. So, they used a Firefox add-on to make all email links open in Gmail. Only problem is Gmail was dropping the “+” sign that’s in every BatchBox email address. That’s no fun. We were kind of stumped, though.
But forum user Marty wrote in with this suggestion:
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Tags: batchbox, Customer Service, gmail
Just a really quick announcement that today we’re launching beta versions of BatchBook sync with Gmail, Freshbooks and Shoeboxed. Half of the team is at SXSW in Austin getting the word out, the other half has been up for about six days and I suspect may be sleeping.
So now you can sync your BatchBook contacts with your Gmail contacts, you can track outstanding Freshbooks client invoices from within your BatchBook account, and you can finally do something with all those pesky business cards you’ve amassed over the past year by sending them into Shoeboxed, then importing the csv file into BatchBook. Here are the brand new related FAQs with all the nuts and bolts.
What we’re REALLY excited about as a developing result of these partnerships is something we’re calling the Small Business Web. More details to follow but at a high level, it’s a way for small businesses to have greater access to and ease of use with their data using all the cool web apps out there that like-minded, customer-obsessed companies like ours are building for them. Fun stuff!
Have to head out in search of coffee. Let us know what you think of SYNC!
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Tags: batchbook, freshbooks, gmail, mailchimp, shoeboxed, sync
