Remember how my cousin didn’t actually have a list and was being a tool by blasting all his Facebook friends and contacts in his address book?

Well, here’s what he can do about it…

Batchbook & CRM

CRM means “Customer Relationship Management” and Batchbook is my tool of choice.

Batchbook is where I put everyone:

  • anyone in my address book
  • anyone that gives me their business card or contact info
  • if I pick up a postcard / business card at a show or a comic convention – I’ll put it into Batchbook.

I’ve just created a Yahoo account for the sole purpose of  exporting my friends’ contact information out of Facebook – to put into Batchbook.

Which is ballsack, by the way. I can get names and email out of Facebook, but Yahoo won’t export it. Oh, there’s an option to ‘export all’, in a variety of formats even. But no. Nothing. Fail.

There’s a lot of why? why? questions about this on teh interwebz. But no answers. *sigh*

One day, when I’m feeling data-entry-ish, I’ll sit down and plug-in these 8 f*****g pages of potential into Batchbook.

…see what I did there? Segue.

The CRM is All About Potential

The people in my Batchbook are potential customers. They haven’t signed up for my mailing list…yet. Maybe they haven’t even been to my website or are only vaguely aware of what I do. Most of them I’ve met in person though, so there is already a connection… and that’s how all good customer relationships start.

©2012 Lezley Davidson

Batchbook allows me to organize, tag and add whatever info I want or need to the contact file so that I can continue to engage these fledgling connections. It helps me remember where and under what circumstances I met them.

Batchbook has a social network connected aspect where you can search Twitter, Facebook and LinkedIn, then friend/follow your potential customer and view their social stream right in their contact.

I can schedule contact to-do’s and follow-ups that will sync with my iCal. When I email a contact from in Batchbook,  it will automagically bcc that correspondence to the contact file history.

In addition to iCal, Batchbook integrates with Mailchimp (my mailing list service that I’ll talk about next week), and Tungle (my automagical scheduling software), so it was definitely the right fit for me.

Batchbook allows for a deeper drill-down into customer relationships and I’d definitely recommend focusing on only a handful of contacts at a time, or it can be overwhelming.

The goal is to identify and connect with potential customers that will love and value what I’m offering and have them join the mailing list so that they can have access to all the awesome that I offer.

Your mailing list is your holy grail of “yes, you can contact me with valuable information and sales letters.”


You can try Batchbook for free for 30 days, then it’s $14.99 a month.

I’ve only just begun to scratch the surface of what I can do with this software and how I can maximize my connection to the perfect right people I will love to work with, and who will really benefit from what I have to offer.

What tools do you use to keep track of / connected to possible leads and prospects? Please share in the comments.
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