Plan Your Small Business Holiday Promotions – It’s Not Too Late!

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It’s that time of year again, time to plan those Holly Jolly Holiday Promotions. Well actually, it’s a little past the time to plan them. Funny how the holiday season can sneak up on you. If you’ve been procrastinating or just too busy running your business to make a holiday promotion plan, we’re here to help.


The Clock is Ticking

Holiday Time

The Procrastinator’s Guide to Holiday Promotions has a bunch of useful tips and information to help you hurry up and get started with your holiday promotions. Like what, you ask? We cover topics like:

  • Making a plan
  • Holiday emails
  • Social Media
  • Holiday Cards
  • Gifts! (Who doesn’t love a gift?)

We’ve got dates and statistics to help you decide what will work best for your business. We even have an infographic if you’re too busy to read the guide. If that’s not enough, we have a whole series of more in-depth blog posts to inspire you.

We know it’s a busy time of year. We want to help you get your promotions going quickly so that you, your employees, and your customers can enjoy the season!

What are your holiday plans?

Are you going to try any of these ideas? Have you already made a list of promotions (and checked it twice)? Or, are you skipping the promotions and heading straight to the dessert table? We want to hear all about it in the comments.




New Feature: Get Notified When New Contacts Are Added

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Staying current with what is going on in your CRM is really important. That is why we have added our latest feature: email notifications for new contacts.

Set Up Your Notifications

You are in control when it comes to which new contacts you get notified about. This works with tags. Pick which tags you want to monitor, and we will send you an email any time a new contact is added with any of your selected tags.

Contact Notification

To get started, head over to your settings in Batchbook and look for the Notifications area. Check the box to be notified about new contacts and choose at least one tag.

Each user can customize their own notifications. So, while you may be interested in seeing new leads that come in through your website’s form, a colleague may want to get notified every time a new contact is created via a Batchbox email. Keep in mind that you won’t get notified for contacts that you create.

Using It

This new tool should be helpful in a lot of different scenarios. We’ve kept it simple and flexible so that you could use it in a way that makes the most sense to you. Here are a few ideas: Read More

Become a Web Form Ninja with Batchbook’s Newest Integration: Ninja Forms

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Don’t you wish you were a ninja when it comes to getting new contacts into your Batchbook account? Imagine that a new customer comes to your WordPress site, enters their contact info into a form and then, as if by magic, that new lead is in your Batchbook account the next time you log in. That’s what the new integration with Ninja Forms does!

ninja forms

The folks at Ninja Forms have launched a new integration into Batchbook that will make your life a lot easier. You can take the form you’ve created with Ninja Forms and send the data you collect right over to Batchbook.

Ninja Forms:

  • Create new contacts and companies automatically upon submission.
  • Batchbook’s Tag functionality is supported so you can generate unique tags for both contact and company based on landing pages, form data, etc.
  • The form can map to Batchbook basic fields for both person and company: Address, About, Phone, Email, Website, tag.
  • Map to custom location labels (personal phone number, gmail email)
  • Map to Batchbook’s custom fields as well!

So, if you can’t BE a ninja, at least you can have one on your team! If you’re currently using Ninja Forms or if you’re thinking about it, we’d love to hear your thoughts on the integration.

Take Action from Your Inbox

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Since we know that you have a lot to get done, we decided to make managing your Batchbook tasks a little easier. You live in your email inbox, so that’s where we focused our efforts with this latest update to the to-do feature in Batchbook.

Get More Info in Task Notifications and Reminders

For starters, we’ve pumped up the amount of information you get when you get a to-do notification or reminder. Previously, we would email to tell you about the task and direct you back to Batchbook to look at it. Now, you can view the task and description, as well as contact info for any contacts associated with the task, right in your email.

Have a task to call on a customer? When you get the reminder email on your smartphone, you can now just click on the contact’s phone number and place the call.


Read More

Boost Sales with Live Chat

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Have you been thinking about adding live chat to your website? More and more sites seem to have a live chat option, so you might be wondering if it would benefit your business to offer it. We were wondering too, so we thought we’d ask the live chat experts from SnapEngage to show us how to “Use Live Chat to Boost Sales and Increase Conversion Rates” in our Sales Guide.

“44% of online consumers say that having questions answered by a live person while in the middle of an online purchase is one of the most important features a web site can offer.”

Things you can learn from this guide:

  • Why engagement matters
  • How to develop a game plan
  • What’s the best timing for live chat
  • How to connect with the right person

The guide is a wealth of information for small businesses thinking about using live chat on their website. We hope it will give you the insight you need to move forward and connect customers with real live members of your staff.

Do you use live chat on your site? Are you thinking of implementing it in the future? Let us know your thoughts in the comments.

Get More Done From Contact Preview

By | Product Updates | 3 Comments

In Batchbook, the contact preview screen is already one of the most useful places to spend your time. From here, you can view all your contacts, or filter down to see just a segment of contacts who need your attention today. We’ve just released a couple of updates for this section of the app that should make your work even easier.

New Sorting Options


Now you can sort your contacts by the date they were created or the date they were last updated.

This could be useful if you need to see your longest standing customers, or your members who have not been active recently, or new clients who need onboarding. I’m sure you’ll figure out lots of other great uses for this sort option too!

View More About Your Contacts (And Do More Too)


In addition to the new sorting options, we’ve added 3 new widgets to your contact preview. Now, if you are browsing through contacts, you will be able to quickly see any communications, open to-dos, or deals that you have with any contact.

This will help you see which contacts are active and which might need attention. And when they do need attention, it is easier than ever to take action.

Whether you are a manager looking through new leads and assigning out follow up tasks, or a sales rep sending emails to contacts that are in the middle of your sales process, or a volunteer reaching out to members for a donation drive, having more of this info on the browse list will save you a ton of time.

Complete To-Dos from More Locations


You can now complete a task right from the to-do widget on the contact record or the dashboard.

Since you often need to go to the contact page to get your task done, we thought it made sense to let you mark it done from there as well. No more remembering to go back to your to-do list to complete items.

This should help you keep that list of tasks managed. Whether you are working from the dashboard, the contact browse or contact detail page, or directly from your to-do list, checking things off will now be much quicker.

Please let me know what you think of these new features, and look for even more updates soon!

Creating “WOW” Experiences After the Sale is Made

By | Customer Service, Sales | No Comments

You know that good customer service is an important part of doing business. Follow-up after the sale is one of the ways you can make customers feel special and confirm that they made the right choice by choosing to buy from you. Whether their purchase was large or small, a heartfelt “Thank You” will go a long way in creating a long term relationship with your customers, and repeat business or referrals as well.

We have a new article in our Sales Guide written by Gregory Ciotti from Help Scout that will give you some ideas on how to improve your customer service. Some of the tips shared are:

  • How to give customers a real “Thank You” and why it’s important
  • How to add personality to the emails you send to customers
  • How the content you create can help your customers succeed

We’re really happy to have Help Scout contribute to the Sales Guide because their philosophy on customer service is so similar to ours. We’d love to hear what you think of “Creating “WOW” Experiences After the Sale is Made” and whether it was helpful for you.

Help Scout also has a great blog where you can learn even more about how to give your customers the best experience ever!