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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
Another new major update as part of the new release of BatchBook for Sales is the new permissions based access to all of your BatchBook data. While we do still feel that access to the valuable customer information being collected in BatchBook is important to share with the team, we also realize there are times when you want to give an outside contractor or temporary sales rep access to a certain portion of the information.
By popular request, we’ve launched a new user level called the “Basic User” that has very limited access to only those contacts, communications, calendar items and deals that are assigned to them, that they have created themselves, or that you have proactively given them access to yourself. You will now see an option at the bottom of your BatchBook records to “Choose who can see this record” with checkboxes for each of the basic users in your account (and an option to give access to all basic users on your account). The basic user can then log into their own version of BatchBook and work on those items assigned to them without having access to the entire account.
For more information on setting up the new account level and granting permissions within BatchBook, please see our Basic User FAQ. And for more information on all user levels you can check out a description of all account levels.
Tags: batchbook, crm, permissions, sales
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
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