BatchBook New Customer On-Boarding

 

Welcome to BatchBook. We take great pride in our customer service and it all starts with our New Customer Onboarding Specialists. Our star Onboarding Specialists conduct our popular “Using BatchBook for Fun & Profit” and other webinars. And, all paid BatchBook accounts receive two hours of one-on-one consultation with an onboarding consultant so that you can customize your Batchbook account to your specific needs.

So, welcome aboard! Feel free to sign up for some online training or view the archived webinars here. In the meantime, we’ve compiled some information to help get you up and running quickly.

Part 1: Adding Contacts & Communications
Importing, adding new contacts, setting up Outlook
Part 2: Customizing Your Contact Data
Tagging, SuperTagging, adding custom fields, affiliating contacts
Part 3: Viewing Contact Data
Lists, reports, mailing labels, mailing lists

And a few other resources from BatchBlue:

Need help? Visit the support site, including FAQs on the above and many, many more topics.

What people are saying about our Onboarding Specialists:

“You and your team are about the most comprehensive, customer service-driven bunch I’ve ever worked with. Stephanie has been incredibly helpful bringing me up to speed and helping me get the most out of the system. Seriously, she’s amazing. Kudos to you guys for really taking care of your customers.”

Robb Henshaw, Senior Manager, Corporate Communications, Proxim Wireless

“Stephanie, I gotta say… I’m still learning the ins and outs, but I LOVE BatchBook so far. And you are the best customer service rep ever. :)”

Ed Sarkissian, Huson International Media

“We had our onboarding session with Stephanie today—what a great experience! … Thanks for a very pleasant onboarding experience and great software!”

Tim Morgan, Cygnus Communications Ltd

“The customer service of your company is absolutely outstanding. It is such a joy to deal with.”

Grant Currie, Backpacker Uni