Our dev team must be eating their wheaties. They’ve just released a bunch of handy updates. These are all tweaks that improve existing features. They make it even easier to use Batchbook.Read More
We’ve recently added the ability to send personalized emails from Batchbook via Gmail. This is great for one-off communication. Sometimes you want to send the same message to a group of contacts, or schedule your messages to be automatically sent.
With our latest update to our CRM automations, you can do just that.
Announcing email automation in Batchbook!
Canned responses are a useful tool in your email arsenal. They are fast and convenient, but if you don’t pay attention, they can easily go stale. These ideas will keep your emails fresh and interesting to your clients.
Benefits of using canned responses include:
- Respond quickly
- Connect with more people in a shorter amount of time
- Avoid silly typos and grammar mistakes
- Get better results by optimizing your message
Connector apps help you connect different pieces of software together. For example, you can save a webform entry to your CRM. Or you can add a contact to your accounting software when it’s added to your CRM.
Here are 3 different connector apps that all play nice with Batchbook. They are all a little different, so be sure to check them all out.Read More
Right on the heels of our new Gmail integration, we’ve got a couple more new things, email templates and merge fields.
If you use the Gmail integration to send your emails from Batchbook, you can now set up email templates.
This will save you time, helping you reach even more people with your message.Read More
If you use Gmail to manage your business email, then our new Gmail integration is for you. You can now connect Gmail to Batchbook, and send your emails without ever leaving your CRM. This is part one of several features related to Gmail, and its focus is saving you time. Gmail in Your CRM It’s a simple thing, but we think Gmail CRM integration is going to leave you starry-eyed. Click on a contact’s email address to open the email editor. You don’t have to worry about leaving Batchbook to send that quick email. The email sends from your connected Gmail address. A communication is then created on your contact’s detail page. Replies will still come into your Gmail inbox,…
Your work day is about to get easier. That’s because we’ve just launched Batchbook’s CRM automation for to-do workflows. This is the first of a series of automations we will be rolling out in Batchbook over the coming months. To-dos help you stay on top of your workload, or at least they should. If you spend as much time creating new to-dos as completing your current ones, something is wrong. Our newest feature is the solution. Why does your to-do workflow need CRM automation? For most of us, a to-do workflow is just a series of tasks that we do for our customers or related to our job. If you find yourself doing the same series of tasks a lot, this automation is for you. With…
Are you in a constant tug of war with your email inbox? Too often, the pace of each day is set by what emails you get. A single email can distract you from your plan for the day faster than you can say “I need a vacation.” There are a few tried-and-true tactics to help get your email under control, including: Only check email at certain times Don’t leave email in your inbox, do something with it right away Write short, to the point emails Avoid email chains by avoiding email This advice is all good and well, but how can you do these things? Turns out, there are a bunch of apps and email add-ons to help you get…
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…
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…