Using the Eventbrite Integration with Batchbook Means More Time Enjoying Your Event We reached out to a few customers using the Batchbook / Eventbrite integration to find out how the integration helps manage their events. We were pleasantly surprised to learn that while some folks are using it as we anticipated – to deliver personalized follow-up and use auto-imported event details for valuable cross promotion – others are continuing to delight us with their ingenuity and creative approach to pairing CRM with event management software. Check out the case studies below to learn how you can, like these businesses, use the Batchbook / Eventbrite integration to: Easily keep track of your volunteers’ personal outreach. Save valuable, historical details on students attending…
We’ve spent the past 8 years working with thousands of businesses, helping them understand and organize the process of selling their product or service, from pitch to customer support. While we’ve learned that one size doesn’t fit all, we’ve curated a healthy list of best sales practices that perform well across industries and not-so-best practices that should be avoided. Come join our Small Business Sales Workshop on Thursday, May 28th, from 1pm – 3pm ET, and work directly with our CEO and other small businesses to create a plan to sell more in a way that makes sense for your industry and feels right to you. We’re ready to go where the conversation leads, but here’s the agenda that’ll structure…
We have a tradition here at Batchbook to follow-up all of our customer onboardings with hand-written thank you notes. We think that simple human connection goes a long way, and we’ve heard from recipients that it’s a nice touch not often seen in the business world. The thing is that we’re truly grateful for the opportunity to get to know the people using our product. Onboardings aren’t scripted, dry, boilerplate training sessions, they’re real conversations that happen when two people meet to solve a problem. There’s a lot of listening and thoughtful asking and brainstorming, and we love that the people we get a chance to onboard are up to that task. So we take time out to say thanks.
We get our thank you cards from DWRI Letterpress, Inc., one of the most lovely small businesses we’ve had the pleasure of working with. Christelle and I have gone to their shop several times to pick up our orders, and we’re always a bit starry-eyed at being surrounded by such rich material and amazing machinery. And the service we get? It’s the best. Dan Wood, DWRI owner, is always gracious and energetic, answering all our questions candidly and fully. He gives us off-the-cuff tours of his giant, turn-of-the-century machines, hands out fun samples and reveals sneak peeks of his latest projects, which range from music artist CD packaging to personalized pencils for a grade 2 classroom. They’re just peachy, and the work they do is meticulous, feels rich & divine to hold.Read More
We’re spreading the small business love this week with a list of our very own favorites. These are the places we go to when we need inspiration, a break, a treat. They make our lives better and our communities better and they’re one-of-a-kind. We’ve sent thank you notes to each of the them, because we want them to know that their work matters and is appreciated. Don’t forget to say “thanks!” to your own favorite small business this week or any week, and definitely share your staples in the comments below so that we can help spread the word.
Happy National Small Business Week!!!
Buttonwood Farm Ice Cream | Griswold, CT
In addition to the delicious ice cream and the beautiful setting, they spend 10 days every summer raising money for The Make a Wish Foundation. Last year they raised over $113,000 selling bouquets of sunflowers and hayrides.
I try to volunteer every summer to help bundle the sunflowers. That’s a photo of the supervisors up in the header. They like to tell the volunteers to “keep moooooving”! (Sorry, I couldn’t help it.)
– Christelle Lachapelle, Brand Manager
We dare you to attend a Lady Project event and then try not to be a fan. The group is invaluable for networking, and everyone is genuinely open to sharing resources and lessons learned, which is pure gold for small biz owners & entrepreneurs.
We went to the annual summit again this year. Here are highlights from a few of our favorite speakers and workshops. Be sure to check out the link above for a full list of workshops, panels, keynotes and the rad ladies responsible for delivering the goods.
Improv Warm Up (Time is Precious)
Group activities with strangers make me queasy at best, but the ladies from Boston’s Fine Line Comedy pulled it off with character and ease. In 5 minutes they did two exercises aimed at getting our blood flowing & interacting with your neighbor. The interaction exercise demonstrated that any 2 things (in this case words) can be related, and working together to find a connection between two things is a great way to spark creativity & lose inhibition. I won’t be underestimating the power of 5 minutes again any time soon.Read More
We’ve got another inspiring PR case study for you, courtesy of Toronto-based The Knot Group (TKG). Tatiana Read, Partner at (TKG), worked with our Custom Experience team to set up a workflow in Batchbook that’s helped the TKG team collaborate and do great work. TKG recently re-branded and cleverly pairs public relations strategies with events planning and production, so their take on a PR CRM is unique and worth a look. Here are two of our favorite takeaways: Email forwarding tags can be used to track a whole team’s current conversations and new contacts. Filtered media contact lists help target press release distribution accurately. It’s interesting to note trends in an industry. The one that jumps out with PR is…
We’ve used Batchbook to effectively manage our own PR, so we know first-hand how useful and efficient a tool it can be in wrangling angles, reporters’ coverage, and press contacts. Then we saw an uptick in Batchbook customers stemming from the PR industry, so we dug a little deeper and invited a few of our most engaged customers to share their PR CRM success stories as case studies. It’s always fun to learn about how other teams use Batchbook to collaborate and get their jobs done, and this was no exception. Overall, we discovered that a successful PR CRM welcomes team collaboration, shares rich contact data, and follows an established routine to get the job done and keep clients happy and…
I’ve been lucky enough to have worked virtually, on-and-off, for the past 16 years. I’m in the office more often than not these days, but I’m still incredibly grateful to work for a company that trusts me enough to choose where I work.
My longest stint of remote work has been here at Batchbook, which began as a completely virtual company seven years ago, when everyone on the team worked from their homes (or cafes, or co-working spaces, or at the library). Since then we’ve learned a lot about what makes remote working both successful and challenging. The things we’ve learned have been mostly human in nature, not technical, so while there are a ton of great tools out there to help remote workers stay efficient and connected, what we’ve been practicing – and need to still practice more of – falls into three, largely-non-technical categories: communication, collaboration, and trust.
Remote work at Batchbook is as diverse as our team’s needs. We have four always-remote people and five mostly-remote people. The rest of us either work remotely one-day-a-week or just when we want or need to. There’s a big difference between someone who can come into the office once a week and someone who’s not sure exactly when they’ll be in next. It’s harder to gauge how always-remote folks are doing – whether they’re happy, feeling like part of the team, or in a rut. When they’re not around the office you don’t pick up on verbal or physical clues.
Know what makes it hard
Being aware of the disadvantages of distance is a good start. Take it to the next step by scheduling regular check-ins that aren’t specifically related to deliverables. Use this time to see how your remote colleague is doing. Are they stuck on anything in particular? Are they feeling connected to the team? Are they clear on the company’s current goals and direction? Do they have concerns or questions about anything? Getting into the habit of checking in with those you don’t see that often will remind you that they’re part of the team and, like their less-remote colleagues, need regular, personal, and thoughtful attention and interaction.
Two plus years working from the couch and kitchen table had my back and wrists all cranky, to say the least. Hence, I recently set up a permanent workstation, taking into account some best ergonomic practices that I’ve garnered over 14 years of some-sort-of-desk-job history. I’m happy to report that, almost immediately, my back and wrists graciously behaved as a result of my mostly-minor modifications. I figured yawl (that’s how we do in the East) might benefit from a handy check list of 10 things to consider when settling down for a day – or 14 years – of your own desk work. The list is just a guide on seated positioning, so I didn’t hit on adjustable tables, standing…
The Coffee Exchange is one of my favorite small, local businesses. I’ve actually been a patron since my dinosaur – I mean high school – years, so it feels really good to put this praise to print. The Coffee Exchange has, IMHO, the best-tasting coffee in town. They roast their own coffee, on-site, daily and in small batches, and they almost always use high-quality, organic, fair trade beans. If you buy in-store, then there’s a $1-off-per-lb. discount and a free cup on the house, so it’s a great incentive to get your coffee locally and insure that your home brews are amazing and produced by a company with a conscience. The staff is friendly, fast, and knowledgeable, and the east…