BatchBook Social CRM Software Gets a Makeover

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BatchBlue Software has upgraded its flagship social customer relationship manager (CRM) platform for small businesses and entrepreneurs, BatchBook. This new version is designed to provide customers with better usability, more flexibility for managing the Deals pipeline, a new Dashboard widget for monitoring comments, and a brighter, cleaner overall appearance.

The redesign also integrates a new social media management agency, Sociotoco, which will allow users to identify social media accounts of their contacts. Through the partnership with Sociotoco, BatchBook users are able to quickly and easily search for a contact’s presence in multiple social networks including LinkedIn, Twitter and Flickr. The results are then automatically attached to the contact’s social media Super Tag in BatchBook to help present a more holistic view of that person’s activity stream.

BatchBlue has also added a high-level customer touchpoints data snapshot, which provides communication history of when the record was created, last updated, its most recent communications date and total number of communications for that contact. Personalized details for every contact now can be dragged and dropped into a record and rearranged at the user’s convenience.

 

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