Five Ways to Manage Contacts, Customers and Sales Leads with Ease
The 25 Best CRM Apps for Every Business
One of the most annoying things about using a new app is having to import all of your data. Sure, most programs let you bring in your contact info and more from spreadsheets, but it can be difficult to find where you're support to import the files. Then, if you had a very specific set of data in your spreadsheet that you really needed to reuse in the new app, it's a coin toss as to whether you'll be able to easily import everything. You'll be hoping there's fields for everything you want to track.
Batchbook takes the guesswork out of setting up your CRM by making it as easy as drag-and-drop. You can drag-and-drop a vCard or spreadsheet into any Batchbook screen to add it to your database. It'll analyze the fields and try to automatically match them with the fields you're already using. You can then select fields for the other data that it doesn't recognize automatically, or make a new custom field. That simply, you'll have the CRM filled with the data you've already been tracking.
Then, Batchbook will make that data smarter. It'll show you their most recent Twitter posts, your communications with them across email and social networks, and show if they're subscribed to your mailing lists. You'll be able to add tasks to their profiles, track custom data about them like sales and support interactions, and keep track of your deals.
Or, you can keep things simple by just staying in the contact list, where you'll be able to see everyone's names and info together and quickly drill down with filters to find the people you're looking for. You can use tags to categorize contacts, so you can keep your media contacts separate from your potential customers, and can keep those filtered searches permanent by saving them as a custom list.
Beyond the ways it simplifies getting started, one of Batchbook's best features is that it's priced for your entire team. You'll pay for the features you need, and then be able to let everyone in the company use them without having to worry about how much it'll cost. And once everyone's relying on Batchbook to keep track of contacts, you'll have a far better overview of your team's connections and contacts than you'd have if everyone's relying on their own address book.
If you've been using a spreadsheet to manage your contacts, and are ready to move onto something more powerful, Batchbook is designed specifically to be the next step in your contact management journey. It promises to turn your spreadsheet into a rich contact database, and does quite the good job at just that.