How to Be My Hero & Why Batchbook Gets It

I recently signed up for Batchbook. It’s is an amazing service and I’ve only scratched the surface (ok, to be honest, I’ve hardly used it the way I could. In time I will though.). There are seven reasons I Batchbook, the product and the company rocks (these are ordered from nice to have to awesome):

  1. It goes with me where ever I am, regardless of what computer I’m on.
  2. It integrates with Gmail and syncs my contacts.
  3. It integrates with the worlds best email newsletter service – MailChimp.
  4. It integrates with the worlds best billing software – Freshbooks.
  5. They have a page for new customers to learn how to get the most out of their service.
  6. They have webinars to learn how to use their product every other Thursday.
  7. Pamela followed up with me:

Hi Bob,

Pamela O’Hara, owner of BatchBlue Software here. You recently signed up for a BatchBook contact management system account.
Just checking in to see if you have had a chance to try it out and how things are going.

A reminder on your account info:
Your account: http://…
Username: bob…
(if you have forgotten your password, use the “Forgot your password?” link at the bottom of the page)

We’ve just posted some great info in the Customer On-Boarding Guide on our site in case you missed anything when setting up the account.

Customer On-Boarding Guide:
http://www.batchblue.com/new-customers.html

Part 1: Adding Contacts & Communications

  1. Importing
  2. Adding new contacts
  3. Setting up Outlook

Part 2: Customizing Your Contact Data

  1. Categorizing contacts
  2. Adding custom fields
  3. Affiliating contacts

Part 3: Viewing Contact Data

  1. Lists
  2. Reports
  3. Mailing labels
  4. Mailing lists

Also, for the latest and greatest on BatchBook features as they roll out,
check in on the Product Updates section of our blog at http://blog.batchblue.com/?cat=40

Please let me know if you have any questions, feedback or interesting BatchBook stories. We especially like the stories!

Keep in touch,

Pamela
—–
Pamela O’Hara
President, BatchBlue Software
http://BatchBlue.com

Organize Your Business. Live Your Life.

Ok, so those are 7 great features, but here is why Batchbook gets it:

  1. They made it dead simple to do the most important task of any business/business owner – KEEP IN TOUCH WITH MY CONTACTS!
  2. But they took it a step further and made it dead simple to utilize other awesome applications I use everyday/week/month.
  3. They do not leave me in the dark. Too often I sign up for a service and I just don’t “get it” or have the time to dig in like I want to. MAKE IT EASY FOR US!
  4. Pamela followed up with me. I know it is most likely an auto responder, but it is from her personal business email account. She made herself accessible.
  5. Bonus: They’re everywhere – blog, twitter, web videos, etc. Again, they are accessible.

To companies offering a service or product, here is my advice. Do these five steps and you’ll be my hero.

Posted in Customer Service, Word of Mouth | Comments