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We’re pleased to announce our refreshed integration with MailChimp. MailChimp was one of our very first integrations. We figured it was time to revisit it to provide even more useful functionality.
Two-way sync!
The biggest change is that we now support two-way contact syncing between MailChimp and BatchBook. Now you can have new subscribers in MailChimp come over to BatchBook. You can also add contacts in BatchBook and have them sync to your MailChimp lists.
More highlights:
- If you use groups in MailChimp to segment your list, these groups are then used to create a custom SuperTag in BatchBook. Any changes to data in the groups or supertag will sync to the other service.
- From within Batchbook, you can now view AIM information to see opens, clicks, etc. on the contact detail page of each linked contact.
- A new MailChimp dashboard widget in Batchbook shows your recent campaign stats.
For more detailed information, check out the updated FAQs and have a look at this quick screencast showing the new Batchbook/MailChimp features in action.
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Tags: batchbook, how-to, integration, mailchimp
Feeling overwhelmed by the sheer number of contacts you need to wade through every day? Not sure which contact to call on next, or which task should take precedence? You may be suffering from contact overload.
It is very easy to get to the point where you are overwhelmed by the sheer volume of contacts in your CRM. The good news is, with a few tweaks, it is also pretty easy to bring your contacts under control. When you do it right, you can build meaningful relationships with your most important contacts.
Minimize contacts
The first rule of thumb for controlling contact overload is to avoid having too many contacts in your system. Be realistic about what your business can accomplish. Thousands of cold leads from a list you bought may just get in the way of meaningful interactions with qualified prospects and active customers.
There is nothing wrong with a list of cold prospects that could turn into customers one day. Its just that you need to be strategic and organized in how you handle a large amount of contacts. It is far better to segment that list out from your active group of contacts that you are having ongoing interaction with.
Batchbook is best used to build and maintain relationships with customers and other important contacts (including qualified prospects). Focusing your primary efforts here will help you avoid the feeling of being overwhelmed by the sheer number of people that you think you need to reach. Instead, move qualified leads and customers to the front of the line, and use Batchbook to better manage you relationships with them.
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Tags: batchbook, how-to, sales, small business CRM
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
With their growing importance and popularity, videos are becoming a big part of online communication. You can track your contact’s videos on YouTube, but did you know you can pull those videos right in to your contact pages in BatchBook?
Start With a Super Tag
The first thing you need to do is to create a super tag field to hold the YouTube feed. The built in Social Media super tag is perfect for this. Simply edit it and add a new Feed Reader field called YouTube. Be sure that type of feed is Blog/RSS Feed.
Do Your Search
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Tags: batchbook, how-to, marketing, youtube
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
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