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…
We continue to add more power to our new Gmail integration. Now you can add HTML to the emails you send via Gmail in Batchbook. When you need to add a little pizzazz to your emails, try these simple HTML tags.Read More
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…
Automations have been around for a while. You know, all those robots that now put your car together on the assembly line, or hydrate your produce at the grocery store, or fly your airplane through the friendly skies. Automation is making our world more productive, more consistent and often times, easier. This same efficiency is now available in the world of developing customer relationships, but you need to understand what it is and how your business can use it. As we learned from the Jetsons, just turning relationships over to robots can go hilariously wrong. You hear more and more about CRM and marketing automation, but people use it to describe so many different aspects of the marketing and sales efforts…