When you first get going with CRM software, you will want to bring any existing contacts into the system. While this will be the largest import of contacts, you will also want to create a plan for keeping new contacts coming in to your CRM with as little friction as possible. With all your contacts in CRM, you’ll be able to build longer lasting customer relationships. Let’s dig in to how to accomplish both of these goals.
Wouldn’t it be great to be able to save the new leads you are getting from Facebook directly into your Batchbook account? Well, now you can. With our new Facebook lead ads CRM integration powered by Zapier, you can do just that.
Facebook lead ads are a great way to advertise to a very targeted group of customers or potential customers and start a conversation with them about your business. Facebook allows you to run lead ads based on a variety of interests and demographics. We’ve found response rates much higher than other advertising efforts, because it’s super easy for Facebook users to submit their contact information and answer a few questions if they are interested in what you have to sell.
While you can periodically download the lists of leads you are getting from Facebook, it is much easier to have them automatically saved into Batchbook so your team can immediately start reaching out to folks while they are still interested.
Happy birthday, us!Hard to believe, but it was exactly ten years ago today that we launched the original (aka Classic) version of Batchbook.It was a cold New England night when we sent Batchbook out into the world, never imagining that 10 years later it would still be cold in New England. Or that our small business CRM tool would come to help tens of thousands of businesses love their customers. As our way of saying thank you to so many friends for staying with us for so long, and journeying into the new world of social media, cloud solutions, automations, machine learning and lighter shades of blue, we’d love to send you a little blast from the past. Please enjoy…
We recently did a survey with over 100 small businesses to learn more about what marketing tools, campaigns, and analytics they are using to market and grow their businesses. Everyone provided lots of great insight, so we thought we would share a few key findings.What type of marketing campaigns do you use?Not surprisingly, the vast majority of small businesses (81% surveyed) are using email marketing. It’s cheap, personal and can be highly targeted. Slightly more than half of small businesses (54.3%) are using social marketing, which generally includes things like posting to Facebook, Twitter, and Instagram.Significantly less (36.2%) are advertising on social networks. Interestingly though, more small businesses are buying ads on social than on search (21%).Content marketing is still strong…
I’m a fan of differences. I love hearing about and celebrating the uniqueness of the people I’ve known forever and the new people I meet. But I’d be willing to bet most of us share one common trait regardless of our differences – we all want our software to play nice with each other! How many times have you sighed in frustration and thought ‘ugh, if only my CRM would send all this info to my helpdesk (or project management software or marketing software or, well, you get the picture)’.Our customers report utilizing up to 30 different software solutions to manage their day to day business activities, it’s no wonder that integrations are the lifeblood of any organization. Today we…
Working from the coffee shop this morning I gaze down a quaint southern street filled with a combination of pumpkins, mums, hay bales and, already, Christmas lights. This small town is often celebrated for their holiday Lights Festival but I’m guessing you’re seeing hints of the holidays on your street corners as well. Each year as we’re deciding how we’ll share holiday cheer as a company I start prepping my family & friends list too. While I love plastering my loved ones with pics of my adorable brood, I run into the same stumbling block every year — old addresses! My friends move around a bit and I’ve been quite lax about keeping their addresses current. This means each year I’m met with…
Fall is in the air, friends! If the newly crisp mornings and cool evenings weren’t enough to convince you, then surely the advertisements for all things pumpkin spice should do the trick. And while I’m spending most of my free time plotting fantastic costumes and upcoming feasts, I’m all too aware that holiday gift time is right around the corner, which means it’s time to have my holiday mailing list ready.
Every year I struggle to get my cards & gifts out on time. But this year I’m getting ahead of the game. While my card design is in progress, my holiday mailing list is ready for me in Batchbook. Whether you’re planning small gifts, cards or singing telegrams as your holiday gift to customers & clients, I can share with you how to build your lists & print your labels quickly using Batchbook.
Tracking Contact Details
You’ve been making your list and checking it twice all year long. In addition to tracking your contacts basic contact details like name and address, you’re also using tags or Custom Fieldsets to refine who your contacts are and what they like. Because the whole team has been able to help in updating information, your data is ready to go at any time.
Define Lists by Gift Type
First, decide what gifts or cards you’re sending and to whom they are being sent. Are you sending cards to your entire contact list? Or maybe you are sending special gifts to small groups? Or are you feeling generous and planning a special gift for your favorite board members? Whatever your gift giving plans, you’ll want to create a list to define that specific group.
Tip: Not sure who to gift? Ask your team to take 10 minutes to flip through Batchbook while tagging their favorite, most important, most helpful contacts with a ‘Holiday 2016’ tag. Now you have an easy and personal holiday mailing list ready to go!
The holidays are right around the corner. Many businesses use this time of year to show their thanks to loyal customers by sending out holiday cards or gifts. This is a wonderful idea! But maybe you struggle actually getting it done every year.
Sending out holiday cards is probably not a normal part of your business. It’s easy to procrastinate this task. Sometimes it’s hard to justify writing a few hundred cards by hand when your team has a bunch of other things to do. After all, the holidays is the busiest time of the year for many businesses.
Technology is Santa’s Helper
There’s good news! You don’t have to run out to the store, buy a stack of holiday cards and then spend your weekend filling them all out. There are plenty of apps that will help you send your cards this year. You can even find apps that will use your own handwriting, for that extra personal touch.
Here are a few that you might want to try out this year:
Felt is an iPhone and iPad app that helps you design beautiful cards. Add the personal touch of your own handwriting and your own photos. One unique thing about these cards is that they are square.
Felt has an easy to use interface that makes it easy to write your note with your finger or a stylus, right on your device.
Felt prints your personalized cards on high-quality paper and sends them out first class in custom kraft paper envelopes within 24 hours. These square cards are sure to stand out amongst a pile of rectangular holiday cards.
There are more than 4,000 business-related cloud-based apps on the market. Choosing the right ones can present a challenge for your business. Here are a few tips on building a winning combination of cloud-based business apps.
See our Infographic on the Do’s and Don’ts of Assembling the Right Cloud Apps for Your Business
Choose An Anchor
Determine the existing systems you are using that contain the data most critical to your business. Like the “anchor stores” designed to stabilize the financial stability of the shopping mall, your anchor apps are the ones that are critical to the financial stability of running your business.
What determines an anchor app?
- If you have spent a significant part of your budget on it. For example, your retail POS system or a custom developed registration system.
- If it is the only option in your industry. For example, the MLS database for Realtors®.
- Outside influences. For example, if your accountant requires all financial data be managed in a specific system.
Your workflows in Batchbook just got a power-up. We’ve added more automation triggers and actions for to-dos.
- A to-do is flagged
- A to-do is created
- Add a tag
- Remove a tag
These all work with existing to-do triggers and actions.