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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
We recently released a new version of BatchBook customized for marketing and PR professionals: BatchBook for Marketing.
Telling you about it is one thing. Showing you is even better. So, in our latest screencast (others here), we show you how to enable and use BatchBook for Marketing. For kicks, we also included our HARO integration (so you can see how easy it is to manage tasks from Peter Shankman’s Help a Reporter Out email list) and our SuperCool new draggable, customizable Dashboard.
Screencast: BatchBook for Marketing (and other new features)
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Tags: crm for marketing, marketing crm, social crm
Now that we’ve hit BatchBook 1.0, it’s time to start looking at what 2.0 will be. To us, it means seeing how your contacts are interacting with and on the web. This translates to many things (syncing, sharing contact information with other apps, etc.) Each of our upcoming “social” features will more fully leverage the power of BatchBook and as a result, your contact network.
Feed Reader
For the first big addition in this more social direction, we’ve added a new SuperTag type: the Feed Reader. The Feed Reader SuperTag type lets you add any RSS feed, Twitter streams and Delicious streams to a SuperTag. You can add the Feed Reader to an existing SuperTag, or create a new SuperTag using new Feed Reader fields.
Here’s a screenshot of the Feed Reader in action. We’ve created a SuperTag called “social media” and added Feed Readers for personal blog, Twitter stream and delicious links. Currently, we show the last three updates to a feed and link back to the original feed source.
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Tags: batchbook, crm, social crm
Our big update last night was enabling search and filtering across all your BatchBook data. Of course the biggest part of this was getting SuperTag data searchable. You can join criteria on and/or and automatically create lists or name the search and save it for later use. Plus the filters are smart so if you are search multiple choice data it gets pre-populated for you and date and number SuperTags get options like greater than and less than.
Personally this is the biggest update to BatchBook yet. SuperTags were already cool but now we are realizing just how powerful they can be. I am not one for naming versions of BatchBook but for me this is 1.0. The vision of what the base product offering was going to be has finally been realized.
Need to know who you have not contacted yet after that last conference, who has birthdays coming up, who a tagged with ‘customer’ and ‘invoice sent’. It is now easy to do just that. So go out and really get into you data cause it is the good stuff.
Tags: batchbook, crm, social crm
Being raised in the deep south, I had the amused pleasure of attending a few debutante parties in my youth. A rather anachronistic occasion where the highly motivated, accomplished young female leaders of their time were introduced to the elder matchmakers of Atlanta society, as if still in need of some husband finding before making a success of their life. I’ve noticed a similar disconnect between the empowered customers of today and the outdated CRM tools that try to force a relationship of advantageous value. Just as the self-sufficient debs ignored the pointless advice, today’s customers bypass the marketing browbeat. For this reason, we have worked to redefine the role of a small business CRM product in the customer relationship process.
So I was excited to attend Brent Leary’s discussion on Social CRM at the recent Inbound Marketing Summit in Boston. Brent is the co-founder of CRM-essentials.com, a leader in small business CRM evolution and, I learned, a very nice guy. He pointed out that the traditional CRM method was to record and analyze data around the sales process of of an organization – an operational tool, if you will. Brent called it a “customer information management” tool. An important resource for the business, but not a very romantic relationship builder.
Brent explained that the customer of today not only has the power of purchasing, she has the power of blogging or tweeting or otherwise spreading the word – good or bad – about your product. She is a social customer. The real opportunity, he argues, is with a company willing to engage with this social customer before, during and especially after the actual sales transaction. Brent makes so many great points, it is worth a listen (or two) for anyone wanting to understand new ways to use the social media tools now available to build a longer relationship with a customer.
I appreciate the chance to hear Brent. We at BatchBlue are very ardent believers in the power of social media to strengthen the relationship with customers and will be introducing some new features in BatchBook soon to help make this process easier.
Tags: batchbook, crm, social crm
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