BatchBook Social CRM Software Gets a Makeover

Linc Wonham — Mon, 19 Apr 2010 19:27:00 GMT

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.

Does Your CRM Do This? BatchBook, FreshBooks and Shoeboxed

Pete Prestipino — Thu, 23 Apr 2009 17:05:00 GMT

One of the challenges of selecting a software (of any variety) is forecasting how you'll need to use it in the coming weeks, months and (in some cases) years.

Web professionals are increasingly demanding more from the solutions they choose - as they rightly should. For users of CRM software for example, one of those demands might be an interest in adding a completely alternative layer of data or information to help inform their business decisions.

Social CRM solution Batchbook announced today that their solution can be integrated with online invoice and time tracking service Freshbook as well as Shoeboxed, a reciept and business card scanning service. The integration of these applications are part of, according to the announcement, "the launch of the Small Business Web partnership, a movement that brings together like-minded, customer-obsessed software companies to assimilate their products and make life easier for small businesses."

"The Small Business Web has been a very natural merging of businesses that think alike and act alike. We know our partners, we are customers of our partners and we feel very comfortable recommending them to our own customers," said BatchBlue President Pamela O'Hara. "Providing a single place to access information from these trusted systems makes a lot of sense from our perspective."

'Net Features : batchbook

BatchBook Social CRM Software Gets a Makeover

Does Your CRM Do This? BatchBook, FreshBooks and Shoeboxed