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…
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
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…
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.
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.
We get our thank you cards from DWRI Letterpress, Inc., one of the most lovely small businesses we’ve had the pleasure of working with. Christelle and I have gone to their shop several times to pick up our orders, and we’re always a bit starry-eyed at being surrounded by such rich material and amazing machinery. And the service we get? It’s the best. Dan Wood, DWRI owner, is always gracious and energetic, answering all our questions candidly and fully. He gives us off-the-cuff tours of his giant, turn-of-the-century machines, hands out fun samples and reveals sneak peeks of his latest projects, which range from music artist CD packaging to personalized pencils for a grade 2 classroom. They’re just peachy, and the work they do is meticulous, feels rich & divine to hold.Read More
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 beautiful setting, they spend 10 days every summer raising money for The Make a Wish Foundation. Last year they raised over $113,000 selling bouquets of sunflowers and hayrides.
I try to volunteer every summer to help bundle the sunflowers. That’s a photo of the supervisors up in the header. They like to tell the volunteers to “keep moooooving”! (Sorry, I couldn’t help it.)
– Christelle Lachapelle, Brand Manager
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…
We dare you to attend a Lady Project event and then try not to be a fan. The group is invaluable for networking, and everyone is genuinely open to sharing resources and lessons learned, which is pure gold for small biz owners & entrepreneurs.
We went to the annual summit again this year. Here are highlights from a few of our favorite speakers and workshops. Be sure to check out the link above for a full list of workshops, panels, keynotes and the rad ladies responsible for delivering the goods.
Improv Warm Up (Time is Precious)
Group activities with strangers make me queasy at best, but the ladies from Boston’s Fine Line Comedy pulled it off with character and ease. In 5 minutes they did two exercises aimed at getting our blood flowing & interacting with your neighbor. The interaction exercise demonstrated that any 2 things (in this case words) can be related, and working together to find a connection between two things is a great way to spark creativity & lose inhibition. I won’t be underestimating the power of 5 minutes again any time soon.Read More
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
We’ve got another inspiring PR case study for you, courtesy of Toronto-based The Knot Group (TKG). Tatiana Read, Partner at (TKG), worked with our Custom Experience team to set up a workflow in Batchbook that’s helped the TKG team collaborate and do great work. TKG recently re-branded and cleverly pairs public relations strategies with events planning and production, so their take on a PR CRM is unique and worth a look. Here are two of our favorite takeaways: Email forwarding tags can be used to track a whole team’s current conversations and new contacts. Filtered media contact lists help target press release distribution accurately. It’s interesting to note trends in an industry. The one that jumps out with PR is…