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.
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!
With the launch of our new Automations features, folks have been clamoring for more information about how to make Automations and automated workflows work for them. With its incredible power to create streamlined automated workflows, recurring to-dos and more, it’s no wonder that our customers are anxious to make the most of the power of automations.
A Video to Get You Started
To help ensure that you are able to make the most of this awesome addition, the Customer Experience team created a new screencast to showcase the ways in which Automations can be used to simplify your workflow and day.
Take a look at the Automation screencast to explore ways you can set up an automated workflow for you and your team, create recurring to-dos and expand on the power of integrations!Read More
By now you’ve heard tons about our new Gmail Integration and may be wondering if it’s right for you and your team. What bells and whistles does it contain? And how can I get it going quickly? While we have plenty of support articles aimed at getting you set up for success with the Gmail Integration we know that seeing it real time can be a heck of a lot more understandable. With the Gmail Integration you can create automated workflows including templated and automated emails. Whether you’re looking for a quick and easy way to stay in touch with your contacts or more in depth sales automation, the Gmail Integration will likely be a good fit. I’m personally a…
Recently, I found myself writing new knowledge base articles about tags in Batchbook. I was surprised to find that we didn’t already have articles about tags. Afterall, they are a central feature that we talk to customers about a lot on the support team. Using tags = categorizing your contacts. That’s a big reason why folks are using a CRM, to categorize and label their contacts for easy lookup. So why didn’t we already have a few support articles around tags? Perhaps because they are so simple I was overlooking a lot of their value. And their value has increased a lot recently. I figured it’s time to right this wrong and give tags some much deserved love! Tags help keep things organized Super useful to begin…
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…
As part of my Product Manager job, I get to find out how customers are feeling about Batchbook. One of the ways I do this is with a quarterly customer survey.
These surveys provide a ton of useful information to us as we continue to work on making Batchbook better.
Of course, the benefit of getting direct feedback from customers is not unique to us, so I thought I would share my process for running a survey and collecting and acting on its data. I hope you find it helpful.
Survey the right people
First off, the success of a survey really depends on sending it to the right people. I focus on users who have been active in Batchbook recently. This includes both long time users and new ones, so I get a wide range of views.
There are lots of ways to create your segment. Batchbook is a great option. Using advanced search, you can really drill down to a group of customers that you want to participate in your survey. You can then send those contacts to a handy email tool like MailChimp or ActiveCampaign.Read More
Need more info on a to-do? Now you can just send a reply. This week, we’ve added a simple little tweak to our assigned to-do email notifications that makes it easier for you to collaborate. Turns out, if you have a question about a to-do, you might need to reach out to the person who assigned it to you for clarification. The easiest way to do that is by replying to the email, and now you can do just that! When you get a to-do assigned notification, we’ll include the assigner’s email in the reply-to: field. This puts them just an email response away. We hope this simple tweak helps you manage your tasks. Let us know what you think.
How often do you get emails that are basically to-dos? Whether it’s an email from a co-worker asking you for information, or an email from a lead who will need some follow up, your inbox is probably overflowing with tasks that you need to get done.
Wouldn’t it be nice to be able to put those emails on your to-do list so you can keep your inbox organized and stay sane? Here’s how Batchbook makes this super easy:Read More