Customers Can Be Your Best Sales People

Most people already know that word of mouth referrals are a very powerful marketing tool. If you think about the many times you’ve asked for a friend’s advice before making a purchase, hiring a contractor or trying out a new restaurant, it’s easy to see how important a referral can be.




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Fav Feature: Batchbox for Saving Email Conversations

We’re polling Batchbook employees and users alike to find out which features are your favorites and to provide advanced tips for using them. If you have a favorite feature or tip, please email us at with the subject line #Favfeature.

Batchbox is an all around team favorite! Whether your goal is staying in touch with clients, sharing information with the team or both – Batchbox is the answer. Using your Batchbox address allows you to quickly pull your email conversations into Batchbook and attach them not only to the client but the user record as well.

Store emails in Batchbook using Batchbox

Share Conversations with a Team

Pulling conversations into Batchbook allows your whole team to share important information about what’s happening in your client relationship without tons of forwarding and cc’ing one another on random client emails. It allows you to help keep your co-workers email inbox a little cleaner, which means everyone is a tad more productive. (more…)

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Where Do the Leads Come From?

by Phil Rogers at Revenizer

The #1 challenge for many small businesses is finding new leads. The good news is that there are many new ways to attract new customers. The big question is where to focus.

Let’s start with some data.


Hubspot sees data from a lot of businesses. Their data is focused on which activities generate the most leads. The results vary quite a bit between industry. In general terms; search, email and social media come out on top.

Source: Hubspot 



Kuno is a very sophisticated agency. They use Hubspot software. The big learning from their results is that things change over time so you do need to keep an eye on results. Even for Kuno, it looks like referrals from third parties that their prospects trust is a clear winner. Interestingly, even they admit to be a bit challenged with SEO.

Source: Kuno Interactive  (more…)

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Where Does Accounting Fit Into The Sales Process?

sales-clockSmall business owners spend a lot of time thinking about how to “make the sale.” Since the whole point of making sales is getting paid, there’s not much point in working hard to sell your goods and services if you don’t have a good system set up for getting paid afterward. While you don’t want to be pushy, having your invoicing and account systems set up properly will help you get paid quickly and keep track of your customer’s history which can result in… even more sales!

Our friends at Xero are experts in accounting, so we asked them to share some important tips to help you streamline your sales and accounting processes as part of our guide to Doing Sales Right.

Here are a few things that are covered:

  • Are You Accepting the Right Payment Methods?
  • Make it easy for clients and customers to pay you!
  • Do you have a smooth and efficient invoicing process?
  • The importance of accurate records

Having your accounting software integrated with your CRM can help make the sales process easier. It will also help you reach your sales goals and the most important goal of all – getting paid!

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Create a Brand That Customers Love

This is a guest post from Laura Windisch, a member of the creative team at 99designs, the world’s largest graphic design marketplace. 99designs connects people who need something designed with thousands graphic designers around the world, making it easy to get high-quality designs at an affordable price.


cupcakeLet’s face it — people make snap judgments. Sure, it might not be fair, but potential customers will judge the quality of your products or services based on the quality of your sales materials. So when it comes to your collateral, forget about skimping on your creative. You’ll soon find that the benefits of a professional design are well worth the investment.



Here are five ways your branded sales materials will help you succeed.

1. Establish initial trust

Today’s average consumer is more design-savvy than ever before. If you show up with a poorly designed brochure that looks like DIY-project gone wrong, customers will question your judgment just as quickly as they’ll toss that brochure into the recycle bin. If your business card lacks a logo, customers will be instantly weary of your commitment.

While lousy designs and undefined brands will raise red flags, a great design can get people to trust you. They’ll be open to learning more. So put your trust in professional design.

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Sprucing Up Batchbook

May is just around the corner, the cherry blossoms are blooming, birds are chirping, bees are buzzing… Best of all, it’s time for SPRING CLEANING! Some of you may have heard that we’ve been working behind the scenes to make things prettier and better for our app. Today marks the launch of Batchbook’s new look!

Product - Newsletter 1

Batchbook is pretty powerful and has many features – For new users especially, this can be a lot to take in. Our task was to improve our users’ experience without moving things around or requiring them to learn anything new. We chose to focus on reducing clutter, increasing legibility, and establishing consistency.


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Sneak Peek: Style Upgrade

Pretty soon, you may notice some updates to Batchbook as we move towards a more beautiful and easy-to-use app!

Some of the changes we are making include:

  • A brand new color palette
  • Easier-to-read font
  • More visual consistency throughout the app

Batchbook Dashboard To-Do's

For those of you already in there working with Batchbook every day: all your data, navigation, and functionality will still be in the same place (only with a fresh new look!)

Look for these updates soon.

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Nurture (and Grow!) Your Email List

Is Email Still Important?


Email marketing has the highest ROI of any marketing channel. So yeah, it’s important! This is because it’s inexpensive to implement and, when done right, a highly effective way to communicate with sales leads. We asked our friends from Emma to share some ideas on how you can nurture your email list so that it helps you bring in sales consistently. They kindly obliged and we’ve added their advice to our Guide to Doing Sales Right.

Some Highlights:

  • How to follow up from events
  • Capturing leads from webinars
  • Following up with existing customers
  • Why an opt out isn’t necessarily a bad thing
  • Ways to find new leads for your list

Sound interesting? It sure is! Head on over to our free sales guide to learn how to Nurture (and Grow!) Your Email List!

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The Lady Project Summit

You know when you meet a friend-of-a-friend, and you realize you’re about to have a new BFF? It’s such a great feeling, isn’t it? That’s what happened to us here at Batchbook when we got introduced to The Lady Project through a friend at MailChimp. The Lady Project was started in Providence and their mission statement really connected with us – “The Lady Project connects, inspires and showcases awesome women doing amazing things through membership, events and community engagement.” Once we met the co-founder, Sierra Barter, we knew we had to be involved in the organization and their second annual Lady Project Summit here in Providence.

Let’s Get The Party Started

The Summit took place last weekend and we hosted a pre-party at our office where we got to meet some of the attendees before the event. The ladies from Mint set up a pop-up shop filled with vintage treasures which were able to browse while enjoying drinks and appetizers.


At the Summit

The Summit schedule was full of interesting key-note speakers and there were so many workshops to choose from. I thought I’d give you a few  highlights from the sessions our team attended.

Keynote – Tammy Tibbetts – She’s the First

She’s the First sponsors girls’ education in the developing world with the goal of creating first-generation graduates and our next generation of global leaders.

  • Dream Big – Start Small. Tammy shared how her non-profit started with just one YouTube video.
  • Follow your passion and share it with others. Instead of asking people what they do, ask them “What are you passionate about?”
  • Remember where you came from, be authentic. All the steps you took to get where you are today are part of your story and the person you’ve become.


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How We Addressed Heartbleed and What You Should Do

On April 7, 2014 information was released about a new vulnerability (CVE-2014-0160) in OpenSSL, the cryptography library that powers the vast majority of private communication across the Internet. This library is key for maintaining privacy between servers and clients, and confirming that Internet servers are who they say they are.

This vulnerability, known as Heartbleed, would allow an attacker to steal the keys that protect communication, user passwords, even the system memory of a vulnerable server.

We have no indication that the attack has been used against but are taking the matter very seriously.  In order to best protect your data, we’ve addressed the vulnerability on all of our systems running the affected code which will prevent any possible attacks.  We encourage you to log out and log back in and to reset your password to ensure your utmost security.

You may read more about the vulnerability here:

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