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Why we picked BatchBook as our CRM tool

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K. Srikrishna
K. Srikrishna

A subjective review of the BatchBook CRM tool and why we chose it as our CRM tool. Originally created for internal consumption, being shared in the hope that others will find it useful.

NegóciosTecnologia
1 de 17
Tool Session BatchBook A Study in Simplicity K. Srikrishna January 30, 2009
Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Today's Tool – BatchBook (“BB”)‏
Page 0: Landing Page
alt="8,000,000 contacts are managed with Highrise"
Evolving Positioning 2008 2009
Some Web 2.0 Observations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Summary & Take-aways ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
BatchBook: Diving into tool Tab bar as primary navigation QuickAdd Bar for easy access to most common tasks
BatchBook Dashboard
Simplicity - everywhere BatchBook Top level menus ZohoCRM LogicBright HighRise
Keeping it Simple: Quick Action Menu ZohoCRM HighRise BatchBook Quick Add widget
SuperTags – key innovation ,[object Object],[object Object],[object Object],[object Object]
Interesting touches ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Other Observations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Summary (1/2)‏ ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Summary (2/2)‏ ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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