8.14.2010

Batchbook Reinvents CRM.

Everybody needs a good way to keep track of relationships.  For some of us, a quick trip to Barnes & Nobles yields a slim leather address book that does what we need.

If you happen to know more than a few dozen people you may just throw everybody into LinkedIn and use that platform to manage who you know (and who knows them).

Over the last ten years, the idea of CRM has been pretty mainstream — with Salesforce setting the standard for how CRM can really be an enterprise platform for running everything that we do.   Sadly, it’s bulky and no longer charming.  A lot of times, it just feels unusable for building rapport with customers and really getting things done.

And a bunch of new CRM platforms have jumped up to fill in the gap:

  • Landslide [link] — great at charting the sales process from lead to close but needs a better mobile solution
  • Highrise [link] — simple to use address book with deal tracking but could stand some more 3rd party integration support
  • Bantam Live [link] – adds team collaboration and Google integration to contact management but
  • Sales Nexus [link] – has email marketing built into an online platform but could could use some “prettying up”
  • SugarCRM [link] — the best open source alternative just grew up (with social media flair) but tries to be “like Salesforce”
  • Zoho CRM [link] – connects with three dozen other Zoho business products but is pretty unusable if you care about productivity

For me, BatchBook is the best new generation in high-performance “client relations”.

It’s what I use in my day-to-day “Conquer the World” strategy.

Here are a few views to get you curious.

Home Screen View

Arrange it any way you want.  You can add contacts, search on Twitter or Google, check out your leads, review your press connections, and see the latest new newsletter sign-ups on your website.

Contact View

When you finally get down to see the details of a contact in Batchbook, you can see their updated information and any recent tweets.  It’s pretty powerful.

Detailed Contact View

Find your contact on Twitter, Linkedin, and Flickr.  If you don’t have any information for them yet just hit the Search Social Network button and Batchbook will do all the work for you.

Get Started.

It’s free to set it up for yourself.  So if you are interested, go grab your own account and try it out.


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  • jonathan farrington

    Dan,

    Glad you mentioned SalesNexus – I agree it does need “prettying-up” and the next release due out at the beginning of September addresses all those issues.

    Another plus for SN, is that they are the only CRM house who have their own vibrant community –

    Also in October, they are re-launching their own Sales Academy, which will eventually link into their package.

    They may not be the prettiest, but they sure are at the vanguard, when it comes to thinking out of the box!

    Best

    Jonathan

    • http://www.DanWaldschmidt.com/ Dan Waldschmidt

      Jonathan,I have to agree with you that a community powered by the “Big J” is a huge differentiator for Craig and team. I like what they have so far. What I REALLY like is their pitch that it’s the CRM that sales people will actually want to use.I look forward to reviewing their upcoming brand of “awesome”…Danp.s. Thanks for stopping by, sir. Always good to have your hero way in on the subject…

  • jonathan farrington

    Dan,Glad you mentioned SalesNexus – I agree it does need "prettying-up" and the next release due out at the beginning of September addresses all those issues.Another plus for SN, is that they are the only CRM house who have their own vibrant community – in October, they are re-launching their own Sales Academy, which will eventually link into their package.They may not be the prettiest, but they sure are at the vanguard, when it comes to thinking out of the box!BestJonathan

  • http://www.DanWaldschmidt.com/ Dan Waldschmidt

    Jonathan,I have to agree with you that a community powered by the "Big J" is a huge differentiator for Craig and team. I like what they have so far. What I REALLY like is their pitch that it's the CRM that sales people will actually want to use.I look forward to reviewing their upcoming brand of "awesome"…Danp.s. Thanks for stopping by, sir. Always good to have your hero way in on the subject…

  • http://jasonbarone.com Jason Barone

    Love me some Batchbook! I’ve been through a lot of CRMs too and nothing works as well as Batchbook. It’s gotten much faster over the last few months and they keep adding useful new features without creeping into feature-bloat mode. Adding Rapportive to your Gmail takes Batchbook to another level as well.

    • http://www.DanWaldschmidt.com/ Dan Waldschmidt

      Jason,

      I didn’t jump into that but you’re right, the Batchbook raplet is a pretty cool feature if you are a Gmail power-user. Makes it easier to jump back and forth between the email and your record in Batchbook.

      Tungle, Freshbooks, Shoeboxed — there are a bunch of cool integrations that make this pop…

      Dan

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  • http://www.DanWaldschmidt.com/ Dan Waldschmidt

    Jason,I didn't jump into that but you're right, the Batchbook raplet is a pretty cool feature if you are a Gmail power-user. Makes it easier to jump back and forth between the email and your record in Batchbook.Tungle, Freshbooks, Shoeboxed — there are a bunch of cool integrations that make this pop…Dan

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  • http://jasonbarone.com Jason Barone

    Love me some Batchbook! I've been through a lot of CRMs too and nothing works as well as Batchbook. It's gotten much faster over the last few months and they keep adding useful new features without creeping into feature-bloat mode. Adding Rapportive to your Gmail takes Batchbook to another level as well.

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  • http://www.blogmyreview.com Blogmyreview

    yes i was looking for that thanks for sharing this.

  • http://promodsharma.com Promod Sharma

    Thanks for this comparison, Dan. I switched to Batchbook in Feb 2010. It’s the only CRM solution I *like* using. So it gets used.

    There’s still room for improvement. Luckily change keeps getting made. Customer service is very responsive, which is refreshing.

    I’ve linked to this post on my CRM page (http://www.taxevity.com/crm). Thanks for confirming my choice :)

  • http://promodsharma.com Promod Sharma

    Thanks for this comparison, Dan. I switched to Batchbook in Feb 2010. It’s the only CRM solution I *like* using. So it gets used.

    There’s still room for improvement. Luckily change keeps getting made. Customer service is very responsive, which is refreshing.

    I’ve linked to this post on my CRM page (http://www.taxevity.com/crm). Thanks for confirming my choice :)

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  • Dan Rickershauser

    Thanks for the kind words about Landslide Dan! We’re days away from our latest product release that will include a mobile application, feel free to head over to our corporate site in a couple days and check it out.

  • Dan Rickershauser

    Thanks for the kind words about Landslide Dan! We’re days away from our latest product release that will include a mobile application, feel free to head over to our corporate site in a couple days and check it out.

    • http://www.DanWaldschmidt.com/ Dan Waldschmidt

      Dan,

      Thanks for the heads-up. I just wrote another whitepaper with your product included in the review. In fact, I have you leading an entire segment of the CRM space. Great work!

      Dan

      • Dan Rickershauser

        Great news! We just launched mobile yesterday, something we’re all real excited about over at Landslide. Here’s more info. on that if you’re interested – http://www.landslide.com/a/pdf/brochures/mobile-crm.pdf Thanks again Dan!

        • http://www.DanWaldschmidt.com/ Dan Waldschmidt

          Congrats, Dan… That’s a huge step forward. Keep up the solid work on Landslide. It’s a great platform. In a league all by itself.

          Dan

  • http://www.DanWaldschmidt.com/ Dan Waldschmidt

    Dan,

    Thanks for the heads-up. I just wrote another whitepaper with your product included in the review. In fact, I have you leading an entire segment of the CRM space. Great work!

    Dan

  • Dan Rickershauser

    Great news! We just launched mobile yesterday, something we’re all real excited about over at Landslide. Here’s more info. on that if you’re interested – http://www.landslide.com/a/pdf/brochures/mobile-crm.pdf Thanks again Dan!

  • http://www.DanWaldschmidt.com/ Dan Waldschmidt

    Congrats, Dan… That’s a huge step forward. Keep up the solid work on Landslide. It’s a great platform. In a league all by itself.

    Dan

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