BatchBook for Marketing

Hostess

The Business of Social

You’re in the business of being social. As a marketer, you know that conversations can go in any direction. A shared joke about baseball with a fellow commuter might land you an account with the Red Sox. A mutual love of Thai food on Twitter could lead to a client article in Gourmet magazine. A missed flight might mean an impromptu dinner with a cool CEO.

Your Social CRM

BatchBook for Marketing is like having all of your contacts at the same party with one swell hostess.

  • Social-eyes: Keep an eye on what is being said across the social media stratosphere about you and your clients. With the Social Media SuperTag, you can easily track any blogs or tweets being written about them.
  • Getting personal: You can also tag the people in your network to follow their latests blog posts, tweets, bookmarks, or anything else you want to track to know what’s happening in their lives and what they’re thinking about. Isn’t that the sign of a perfect hostess?
  • Track communications: It’s no secret that marketers talk. A lot. BatchBook lets you log email, phone and in-person communications with your contacts so you’ll always have a record of what was being said. And, with the mail-forwarding feature BatchBox, you can send an email directly into BatchBook and it will automatically store it as a Communication, attach it to the relevant contacts (and create a new contact, if needed), and retain any attachments.
  • Make connections: The Affiliations feature allows you to connect your contacts by relationship. So you can keep track of how people know each other, why you added them to your contacts, even who’s friends and who’s frienemies (good to know for party-planning!)
  • Tags: Tag contacts the way you need to organize them: by event, by industry, by association. You can organize it the way your brain works, freeing your brain up for more important work. Like how to get your client’s logo on the side of a blimp.

Social Butterflies, Busy Bees

Marketers are inherently social, but that doesn’t mean they’re not working. BatchBook allows you to access, manage and grow your people network wherever the conversations may take you.

An account customized for marketing

When you sign up for a BatchBook for Marketing account, you don’t just get a simple, customizable CRM—you get a powerful pre-built contact database. By working with marketers, we’ve created a set of marketing-specific features and SuperTags that will help you track the information you need to get your job done. And you can further customize your SuperTag set (adding, deleting, editing) depending on your unique needs.

BatchBook for Marketing in action

The Flash Video runs 8:22 and is 54.9MB. (Download iPod compatible version, 20.7MB)

Screencast: BatchBook for Marketing (and other new features)

The Marketing SuperTags

For contacts tagged: Collect this additional information:
clients Assigned To, Client Since
press Past Coverage, Potential Coverage, Assigned To
social media Twitter Username, Twitter Search Phrase, Google Blog Search Phrase, Google News Search Phrase, Flickr Username, Delicious Username, RSS Feed

Read more About the Marketing SuperTags to see detailed information about the SuperTags (such as field types and multiple choice options).

Advisory contributions by:

Harp Arora
Sedona Communications
Harp Arora
Rachel Esterline
RachelMEsterline.com
Rachel Esterline
Tamara Gruber
Red Giant Consulting
Tamara Gruber
Robb Lejuwaan
Straight Pass Through
Robb Lejuwaan
Sooz
Sooz.com
Sooz
Jacqueline Wolven
Moxieworks.net
Jacqueline Wolven

Want to contribute? If you would like to be part of the BatchBook Marketing Advisory Panel, please contact info@batchblue.com.