We want to help make your 2015 a smashing success, so we’ve combined our customers’ five most common new year’s resolutions with Batchbook customizations and team strategies for turning those resolutions into achievable goals.
1. Get More Clients
Spread the word about your business in a way that respects and showcases your relationship with existing clients.
Referral Lists. It can be uncomfortable to ask customers to hit up their various networks on your behalf. Why not ask them instead to be a referrer for your business? Our friends as Grasshopper virtual phone systems have a great Twitter referral program. If someone tweets about their brand, then they’re referred to a few customers who have agreed to be on their “happy customers” list (we’re fans & we’re there!). You can set up a similar program using any of these strategies:
- Use Batchbook tags to place customers on a “happy” list. Our lists stay magically current and let you do tons of useful things with several contacts at the same time.
- Avoid sending an interested bride to a plumber for a reference by using custom fields to deftly categorize the types of customers you have. This way, you can expertly refer prospects to a well-matched business twin in no time.
- Track and tag Twitter conversations between happy customers and new prospects using our Hootsuite integration. This is a great way to get new, engaged prospects into your small business CRM.
Content Marketing. Service businesses sell a service AND their hard-earned expertise. Whether you’re advertising in content networks like Outbrain or building up your SEO with relevant blog posts, Batchbook can help you keep track of the performance of your different content efforts.
Create a call to action (CTA) within a blog post asking readers to fill out a short web form for more information on your product. If you assign different tags to each blog post, then you can create a report in Batchbook showing all the contacts coming from web forms and which blog post they came from. Our integration partners, Formstack and Ninja Forms, are two great web form providers to check out.
2. Sell More to Existing Customers
Thousands of our customers sign up for Batchbook hoping to more effectively and consistently manage their existing customers. They use Batchbook to track information about their purchase history, business practices, or seasonal activities and interests. All that information is crucial for engaging customers in a genuine, personalized way, because it lets you suggest additional products and services that they have an excellent chance of needing and being interested in.
Personalize automation. Our MailChimp integration can add either existing or new customers to email messages based on specific criteria in your Batchbook account. This integration truly showcases the power of a good customer database, because it lets you reach out specifically to customers who you know are interested in your product or service.
Lists in Batchbook are dynamic, meaning that they automatically add new contacts based on whatever information is most important to you: web form data, purchase history, or location information to name a few. When new contacts are added to the Batchbook list you can send them to MailChimp in one click.
3. Increase Membership Engagement
Maybe, rather than selling products, you’re a membership organization. You’re frequently in the position of justifying organizational fees to your members by engaging them in new ways, like various online and offline programming, joint events with local partners or different discount specials. Your CRM can help by tracking member versus non-member participation in these efforts, including the growth in engagement over time.
Track Member Attendance at Events. Batchbook can manage invitation lists for both online events such as webinars and Twitter chats, or offline events like meetups and conferences. Any list of invitees in Batchbook can quickly be sent to Eventbrite. Post event, you can import the actual attendees (ticketed contacts) back from Eventbrite and tag them with the event name(s) so that they’re immediately searchable as event attendees.
Measure Social Engagement. Whether via e-mail, phone or social channels, it’s important to stay on top of who’s engaging with your team and who’s in danger of falling through the cracks.
Batchbook lets you categorize communication types, so you can quickly measure social engagement by looking at all the conversations specifically in the “social media” category. Read on for more handy social CRM tips below.
4: Get More Press
CRM isn’t just about customer relationships. It’s also a great tool for managing the complexity of press opportunities available in the Golden Age of Content. While the opportunities might seem endless, it still comes down to having the right relationship with the writers and journalists who have an interest in covering what your organization does. Batchbook can help you keep track of these different outlets, the contacts at those outlets, the communications back and forth with them and the coverage they’ve given you.
Press Relations 2.0. Good journalists can smell spam a mile away. You’ll be more successful if you take the time to learn more about the writer, their audience, the outlets they contribute to, the types of stories they’re interested in, the format of their coverage and when they publish. Keep your homework organized and at the ready in our custom fields. This way, whether you sponsor a local women’s entrepreneurial organization in your workspace or launch a new mobile version of your software, you can easily find the right bloggers and outlets to help you get the word out.
5: Be Social
Whether via e-mail, phone or social channels, it’s important to stay on top of who’s engaging with your team and who’s in danger of falling through the cracks.
Run a Social Search. The Social Search feature in Batchbook is a quick and fun way to fortify a contact’s profile with information that they’re posting on Facebook and Twitter. Those writers you’re doing homework on? Run a social search for them to discover what’s top of mind that week, what articles they’ve published recently and what they’re currently working on or interested in.
Use the Hootsuite Integration. Our Hootsuite integration prevents missed social opportunities. All communications and contacts sent from Hootsuite to Batchbook are tagged “Hootsuite” so that you can create a list of all contacts originating from your social media channels. Avoid losing touch by including on your list any contacts who HAVE NOT been communicated with in a certain time period.
Batchbook can help you keep your New Year’s resolutions and more. Start a free trial today and make this the Best Year Ever!