Staying current with what is going on in your CRM is really important. That is why we have added our latest feature: email notifications for new contacts.
Set Up Your Notifications
You are in control when it comes to which new contacts you get notified about. This works with tags. Pick which tags you want to monitor, and we will send you an email any time a new contact is added with any of your selected tags.
To get started, head over to your settings in Batchbook and look for the Notifications area. Check the box to be notified about new contacts and choose at least one tag.
Each user can customize their own notifications. So, while you may be interested in seeing new leads that come in through your website’s form, a colleague may want to get notified every time a new contact is created via a Batchbox email. Keep in mind that you won’t get notified for contacts that you create.
This new tool should be helpful in a lot of different scenarios. We’ve kept it simple and flexible so that you could use it in a way that makes the most sense to you. Here are a few ideas:
New Lead Follow Up
These new contact notifications can super-charge your follow up efforts. For example, you could choose to get emailed every time a site visitor fills out your Contact Us form. That email will include pertinent contact info as well as a link back to that contact in Batchbook. When you get the email, you can just pick up the phone (or click to call if you are on your smartphone) and talk to the customer. As you talk, click over to their contact record in Batchbook to take notes about the new lead or assign a next step to-do.
Email Contact Clean Up
When you copy or forward your emails into Batchbook, we will match them up to existing contacts. When we don’t find one, we will create a contact for you using the information from the email. Sometimes this information is incomplete. If your job is to keep your CRM up to date, you could choose to be notified anytime a new contact is created via Batchbox (we add tags to these contacts by default). Then, when you see a contact that doesn’t have complete info, you can click over to Batchbook to fill in the details (or assign a task to a sales rep to do so).
Stay on Top of Referrals
If part of your business is getting good referrals (and whose isn’t), have your reps add a special “referred” tag to contacts that come in that way. You’ll get notified when these referred customers come in, and you will be able to reach out to them for some special treatment.
I’m sure you will have other great ideas for using this new feature. Go try it out, and then let me know how you are planning on using it in the comments below.