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I woke up this morning to an early Christmas gift from Jonathan Blum at TheStreet.com. He posted a great review of BatchBook this morning entitled “To Sell Better, Sell Smarter.” While Jonathan had some very nice things to say about the simplicity of BatchBook as a CRM tool, he also had some very insightful criticism as well.
Jonathan writes that “BatchBook is no CRM final solution. As with all CRM tools, BatchBook is no miracle.” I could not agree with him more. I wrote an article for Network Solution’s Grow Smart Business blog a few months ago titled “For Start-up Businesses, CRM Software is Not the Answer”, where I argued that CRM software is a tool that can help small businesses collect and share information across the team as they learn together what their winning sales strategy will be. I argued that “there are no magic growing beans for new businesses. The fun part is figuring it out as you go.”
CRM software that tries to sell a small business the right sales funnel or the winning pipeline is selling magic beans. Even within the same industry, same market and same product offering, two competitors are going to have very different sales strategies. If not, neither is likely to succeed. What your CRM software should do is make it easier for you, your team, your network and your customers to work together to find the right way to make your business successful.
As Jonathan notes in the article, “Cleaner, faster, leaner selling will be job No. 1 in 2010. Or you can expect not to make it to 2011. And BatchBook is as simple a way to fight that fight, as I have found.” With BatchBook, we’ve provided a tool to help small businesses be more successful in managing their contact network. In 2010, we look forward to both expanding our tool set and helping our customers better manage their workflow processes.
Tags: crm, small business, small business CRM, social crm
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
We borrowed this idea (with their blessing) from our friends at MailChimp.com, who have had their own successful experts program in place for a while now. Also — special thanks to our Lead Expert Scott Blitstein from eSeMBe.com for helping us put this program together.
Please check out our newly vetted experts. If you’d like some help with your own BatchBook account, feel free to contact them directly for more information on their services and rates. And, if you think you have what it takes to guide our users through the wonderful world of BatchBook, you can learn more about the Experts program and apply here. Whooo knows? One day you could be BatchBook Expert, too!
Tags: batchbook, crm, Customer Service, customers, experts, small business CRM
As small business owners, we work hard to best support our customers by quickly and efficiently answering questions and responding to issues. Now that most folks are online, our customers are contacting us in a variety of ways: through email, on the phones, in forums and even on Twitter.
Our latest integration partner, Zendesk, allows us to provide a huge step in better keeping track of your customer base and their communications with your company. Zendesk is a complete support site for your customers that allows you to collect and organize customer requests in one place. See a tour of Zendesk’s features in action.
With the BatchBook and Zendesk integration, you can view Zendesk tickets right from your BatchBook Dashboard. Once you’ve created a Zendesk account, head over to the Sync tab in your BatchBook account, select “Zendesk”, and add your Zendesk login information when prompted. Voila! The accounts will be integrated. This means that in BatchBook you’ll see:
- A dashboard widget that shows all open Zendesk tickets assigned to you.
- An activity log widget on each contact record that will show any Zendesk tickets that contact has submitted.
We hope that this new partnership will make it even easier for you to manage and grow your business and create lots of blissful customers along the way.
Tags: batchbook, contact management, Customer Service, small business CRM, zendesk
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
Here’s a quick round-up of some posts from users and reviewers of BatchBook.
Adam & Cheap Trick: A match made in CS heaven
If you’ve ever spent any time in the BatchBlue Forums, you’ve probably experienced the magic that is Adam Darowski. Adam is our User Experience designer known for his passion for good design, our customers and music. So the fact that he crafted an email to someone who was considering BatchBook that included a link to a Cheap Trick song came as no surprise to any of us. But the (potential) customer was so impressed, he wrote up a blog post about it, which was tweeted all around the socialsphere. And the best thing is that we have a new customer who appreciates our sense of humor.
Bedazzled by BatchBook brilliance
Robert Mattar wrote up a nice piece over at Posterous about his experience searching for a CRM that would work well for small businesses. His conclusion? He calls BatchBook “one of the most versatile and affordable applications” out there and even calls us “brilliant” in the post’s title. Thanks, Robert, we’re so glad BatchBook is working out for you since we think small businesses are where it’s at!
We love lists
People love lists and so do we, especially when we are on them! So here goes:
- Our friend (and frequent @sbbuzz participant) Bradford Shimp posted this cool list of 9 Businesses to Follow and Get to Know on Twitter. He has fabulous things to say about BatchBlue, our @sbbuzz weekly chat session, and our own Queen Bee, Pamela!
- One of our favorite small business marketing gurus, John Jantsch from Duct Tape Marketing, mentioned us as a way to keep track of your customers’ social media activities.
- And last but never least, social media pirate Chris Brogan reveals what’s in his software booty chest (including BatchBook) in his recent post entitled A Quick and Inconclusive List of Software I Like.
It’s a fine time for wine: Cruvee/VinTank Case study
We’re also really excited to have our first full-blown case study posted on the site. Meet Cruvee/VinTank: VinTank, which solutions for selling and marketing wine in the digital age. One of VinTank’s portfolio companies, Cruvee, provides business intelligence and performance management services for the wine industry. Our case study delves into the specifics of how they are using BatchBook.
We’re looking forward to adding more case studies in the upcoming weeks. Drop us a line if you’re using BatchBook to help manage and grow your business and would like to be featured on our homepage – we’d love to share your story.
Tags: @sbbuzz, batchbook, chris brogan, Customer Service, john janstch, small business, small business CRM, social crm
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