eb2

It’s Party Time! Eventbrite Integration Update

By | Integrations, New feature | No Comments

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…

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CFS

Batch Editing Custom Fields Just Got Easier

By | New feature | No Comments

Custom fields are the perfect place to store unique information about contacts. That information is searchable and highly useful as you work to build great relationships with your contacts. Sometimes, you may need to update custom fields for a group of contacts. We’ve just made this exceptionally easy to do in Batchbook. Introducing if/then criteria for managing custom fields Now, when you batch edit contacts and select to manage their custom fields, you’ll have the option to add “if” criteria. When that criteria is met, and only then, your changes will go through. This makes it possible for you to make all kinds of useful and very specific changes. For instance, let’s say you are retiring from the sales field and…

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wufoo

Add Your Wufoo Contact Form Entries to Batchbook

By | Integrations, New feature | No Comments

So you have a Wufoo contact us form on your website. That’s a great way to collect information about new contacts and leads. Where does that information currently go? Just to your email? Tsk tsk. We’ve set up a special Zapier Shared Zap to make it painless to hook up your Wufoo form to Batchbook. You already have a Wufoo account and a Batchbook account. Now all you need is a free starter account with Zapier and you can get these two great products working together. Once it’s connected, every new Wufoo form entry will create a new person in Batchbook, where you can add other contact info and build a great relationship from the get go. Set it up…

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export-aff

Export Affiliations into Separate Columns

By | New feature | No Comments

Batchbook affiliations connect contacts in meaningful ways. We see all sorts of uses for them. Maybe you need to link together customers who have been referred with their referrers. Or perhaps you need to keep track of spouses, parents, kids, students, teachers and more. Improved Exporting It’s often helpful to export those contacts out into a spreadsheet so you can report on your affiliations. We’ve made that export more useful. We now include each affiliation in it’s own column with a header that matches the affiliation type. This lets you do some quick sorting of your affiliations. Have more than one affiliation on a contact? We have that covered. You’ll see a new column for each unique affiliation type. This lets…

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survey2

How to run a successful customer survey

By | Tips, Using Batchbook | No Comments

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…

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workshop

Making Sales Without Selling Your Soul

By | Events/Presentation | No Comments

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…

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Say What? Get Clarification on To-dos

By | Product Updates, Using Batchbook | No Comments

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.

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Thanks to Our Favorite Small Biz: DWRI Letterpress

By | How We Do It, Small Business | No Comments

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….

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Batchbook Staff Small Business Shout Outs

By | How We Do It, Small Business | No Comments

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…

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Celebrating National Small Business Week

By | Contests, Small Business | No Comments

It’s finally starting to look like Spring here in the Northeast which means it’s  National Small Business Week. As we bid a less-than-fond farewell to Snowmageddon, the Batchbook staff is gearing up to celebrate! Readers are Winners We’ll be giving away 5 business books this week. The titles we chose are: “#GIRLBOSS” by Sophia Amoruso “Think Like a Freak: The Authors of Freakonomics Offer to Retrain Your Brain” by Steven D. Levitt and Stephen J. Dubner “Poke the Box” by Seth Godin “A Lapsed Anarchist’s Approach to Building a Great Business” by Ari Weinzweig (A personal favorite of mine.) “Rework” by Jason Fried Wondering how you can enter to win? Just head over to our Facebook page and enter your…

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