Working Remotely Works

By | CRM, How We Do It, Small Business, Start Up, Uncategorized, Work/Life Balance | No Comments

Here at Batchbook we’ve combined a number of different work location styles into a well functioning team and culture.  About a third of our team works out of our Providence headquarters on a regular basis. We have a terrific, lofty, urban space in Providence’s Jewelry District where a group of us comes into a cozy office space most days of the week. Another third work half time from their home office, half time from the Batchbook office.  And the rest of the team is completely virtual. They live in distant parts of the country (or other countries even) and only visit the home office once a year or so. We’ve been asked a number of times recently to share more…

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Our Gift to You: Paid Time Off for Batchbook Customers

By | Community, CRM, Customer Relationships, Holiday, How We Do It, Work/Life Balance | 6 Comments

With the launch of our new Holiday Gift Guide, we’ve been thinking about what to give to our own customers this season. We’ve traditionally sent out chocolates or Batchbook notebooks, but this year we’re trying something different. We were inspired by a customer who wrote in recently to cancel an account when their Batchbook administrator went on maternity leave. We’re passionate about work/life balance and did not sit well with the idea that an important life event would cause disruption in that business’ ability to track their customer information.   We’ll Pay You To Take Time Off Starting in January 2016 we’re offering our small business CRM customers one month payment-free vacation time so you can step away from the computer without losing your…

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Holiday Gift Ideas for Every Business, Every Budget, Every Schedule

By | Uncategorized | No Comments

End-of-year holidays are the perfect time to have a little fun, reach out to customers and let them know how much their business means to you. This year, for inspiration, we used Google consumer surveys to ask 397 small businesses what they typically spend and do for customers over the holidays. We’re not professional pollsters, and this is a small sample size, so please don’t use this data to predict a presidential candidate or forecast the global economy. Do use it as a gut-check on what other small businesses are doing for customers this year and for some inspiring, unique gift ideas. Who’s splurges the most on customers and who needs to step up their holiday game?  Check out the…

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Improving the Social In Our Social CRM

By | Social CRM, Social Media, Twitter | No Comments

Bye bye summer sand, iced teas, and lobster rolls! Hello heads-down focus, back-to-school friends, and ye olde routine! In the spirit of fall’s hunkered-down-hard-work vibe, we’re wondering about what you’ve got in the works, both big and small. Maybe you’re planning new adventures or products or fun contests. Maybe you’re getting organized and looking for a cheer squad or resources. Specifics aside, we’ve got a hunch that your plans have a social media component. Since we can’t always meet up for coffee (one can dream), let’s get social to keep in touch, share ideas, resources and shout outs. As a social CRM company, we’re always looking for ways to improve our social side. Whether it’s with new social integrations, tools for managing social…

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Team Pricing for a Team Effort

By | Uncategorized | No Comments

No man is an island, Entire of itself, Every man is a piece of the continent, A part of the main. ~ John Donne To paraphrase John Donne, we are all in this together. Building a business is a team effort. It starts the day the entrepreneurial lightbulb goes off and you need someone to bounce ideas off, until the day you need to hire an HR manager because you have so many people involved in helping you build your small business. Three years ago when we launched the new version of Batchbook we reorganized our pricing structure around this concept of team involvement in customer relationships and offered unlimited users in all of our plans. We call it relationship…

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Event Follow-up Tools

Batchbook Follow-up Tool is Now Available Within Eventbrite Extensions

By | Customer Relationships, Integrations | No Comments

Eventbrite helps you run a successful event. The new Batchbook Extension for Eventbrite helps you turn that successful event into lifelong happy relationships. What Does it Do? The new Batchbook Follow-Up tool extension tool in the Eventbrite Spectrum marketplace lets event planners seamlessly move back and forth between Eventbrite and Batchbook to manage the post-event follow-ups and ongoing marketing efforts more efficiently. From within Eventbrite, event planners will now be able to: Create a Batchbook account directly within Eventbrite. Sync new attendee and event information directly to Batchbook. Save past events in Batchbook instantly. Link over to your Batchbook account without a separate login process. And with data synced into Batchbook, event planners can: Quickly see who needs a follow-up…

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Build a Loyalty List with Batchbook

By | Using Batchbook | No Comments

It’s no secret that businesses value loyal customers above the rest. They keep coming back for more and rave about you to their friends. They have both a financial and an emotional impact on your business. It’s hard not to love them. The easiest way to instantly look up, report on and all-out pamper your loyal besties is to create a Batchbook list just for them. You give loyalty, you’ll get it back. You give love, you’ll get it back. Tommy Lasorda Which customers are the most loyal? First, you’ll want to decide how you define loyalty. It could be anything from how often someone buys from you, how long they’ve been a customer, whether they’ve attended a recent event or have…

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It’s Party Time! Eventbrite Integration Update

By | Integrations, New feature | No Comments

We want it to be super easy to get the info you need into Batchbook. Whether you’re importing from a webform, connecting your email marketing software, or sending data to your accounting software, we want Batchbook to be a useful hub for all the info that’s coming and going. To this end, we recently upgraded our Eventbrite integration, making it a hands-off connection that does the heavy lifting for you. Searchable event details Most importantly, useful event details are now imported from Eventbrite right into Batchbook. Quickly see: Whether the contact registered for your event Whether they attended What ticket type they ordered A link back to the event dashboard in Eventbrite Storing info like this in Batchbook means that you can search and build lists based…

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Batch Editing Custom Fields Just Got Easier

By | New feature | No Comments

Custom fields are the perfect place to store unique information about contacts. That information is searchable and highly useful as you work to build great relationships with your contacts. Sometimes, you may need to update custom fields for a group of contacts. We’ve just made this exceptionally easy to do in Batchbook. Introducing if/then criteria for managing custom fields Now, when you batch edit contacts and select to manage their custom fields, you’ll have the option to add “if” criteria. When that criteria is met, and only then, your changes will go through. This makes it possible for you to make all kinds of useful and very specific changes. For instance, let’s say you are retiring from the sales field and…

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Add Your Wufoo Contact Form Entries to Batchbook

By | Integrations, New feature | No Comments

So you have a Wufoo contact us form on your website. That’s a great way to collect information about new contacts and leads. Where does that information currently go? Just to your email? Tsk tsk. We’ve set up a special Zapier Shared Zap to make it painless to hook up your Wufoo form to Batchbook. You already have a Wufoo account and a Batchbook account. Now all you need is a free starter account with Zapier and you can get these two great products working together. Once it’s connected, every new Wufoo form entry will create a new person in Batchbook, where you can add other contact info and build a great relationship from the get go. Set it up…

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