BatchBook Blog
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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.
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Tags: @sbbuzz, batchbook, chris brogan, Customer Service, john janstch, small business, small business CRM, social crm
Last year, for quite a while, it seem as though we were churning out feature updates for BatchBook at a dizzying pace. These weren’t enormous new features, but just smaller updates that simply made the lives of our users easier. Since the start of 2009, however, we’ve been busy on a few rather major updates. Some have launched (like our integrations with FreshBooks and Shoeboxed), some are in beta (like Google Contacts sync), and some haven’t been released yet (I’m not telling!).
The month of June has been a welcome return to the “flurry of updates” release schedule. Over at the BatchBook forums, Keri posts detailed notes about product releases. Today, I wanted to tell you about the “Greatest Hits” from these updates.
Batch Updating of SuperTags
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Tags: linkedin, small business CRM, social crm, Social Media, supertags
One of my favorite BatchBook features is the Social Media SuperTag. This week, we enhanced it by adding support for LinkedIn profiles. All you have to is enter address to a public LinkedIn profile. When you save it, we’ll replace the link with a widget that looks a lot like this:
Out of the box, the Social Media SuperTag allows you to enter a contacts usernames on Twitter, Flickr, or Delicious and we’ll show the last three tweets, photos, or bookmarks. You can also enter a Blog feed and see excerpts of the last three posts. This will actually work for any RSS feed. In the screencast below, I add a Slideshare presentations, Last.fm recent tracks, and BatchBook forum feeds to a contact record.
We think this is a great way to see what’s on the mind of your most valuable contacts right before you pick up the phone or start that email. Watch below to see the Social Media SuperTag in action!
Screencast: Social media integration with the Social Media SuperTag
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Tags: delicious, flickr, linkedin, rss, small business CRM, social crm, Social Media, supertags, twitter
What do you do when you’re a small business that makes software for small businesses, specifically CRM for small businesses, and you start a weekly Twitter chat about small businesses using technology, then after a few weeks the Twitter chat folks want to talk about, well…CRM? If you’re BatchBlue, you invite someone super cool to moderate that week’s session and an equally cool person to be a Subject Matter Expert, then you step aside to let the conversation go where it may.
Sure, we hope everyone likes our product BatchBook but we recognize it might not be the best solution for everyone out there. So we’re saying “Bring it on!”
Join us tonight 8pm-10PM EST to take part in the Twitter CRM #sbbuzz conversation – Pam and I will be there but participating only as small business owners, not makers of one certain, lovable, kick-ass CRM. We’ll save that for our blog 
Tags: @sbbuzz, bradford shimp, brent leary, small business CRM, twitter
Last night we made some (mostly) cosmetic updates to BatchBook. Here’s how she looks today:
The highlights:
- We consolidated help text and screencasts into a context-sensitive footer that provides support options for the tab you are currently on.
- We reorganized the rest of the footer as well.
- We anchored the primary column to better establish the visual hierarchy of the main column vs. the sidebar.
- We removed redundant headers to make more room for the data that matters.
- We moved the search bar to the header, bringing other sidebar elements up the page a bit more.
- We used more subtle color to cater to those not in love with blues and oranges.
- We made an assortment of other minor tweaks.
When it was all said and done, we removed a lot more than we added. To me, that’s the sign of a successful redesign. 
We’re curious to hear what you think!
Tags: batchblue, batchbook, design, small business CRM
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