BatchBlue Software Introduces Web Forms to Streamline Process of Gathering Contact, Social Media and Other Custom Information


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Providence, R.I. – August 31, 2009 – BatchBlue Software (, provider of the BatchBook social customer relationship manager (CRM) for small businesses and entrepreneurs, today announced the launch of BatchBook Web Forms, a new feature that enables small businesses and entrepreneurs to engage with customers, sales prospects and their social network in a variety of customizable ways. The ability to create Web Forms is immediately available to all BatchBook users.

More advanced than basic data-gathering, Web Forms facilitate the process of adding new contacts to a custom list with the flexibility of BatchBook’s unique SuperTags function, which instantly provides custom data for richer insight for reports and search criteria. By utilizing fields from the Social Media SuperTag, Web Forms can automatically pull contacts’ blogs, Twitter feeds, Flickr photos and other social media activity directly into BatchBook.

BatchBook’s Web Forms can be modified in a variety of creative ways. Some examples include:

• Add a contact form to a web site to record visitor information directly into a BatchBook account for follow-up by a sales or marketing team.
• Categorize sales prospects by adding custom SuperTag fields to identify what products they are interested in, their budget or purchase deadline.
• Survey existing customers by inviting them to respond with what new features they hope to see developed, their satisfaction level with their service or other pertinent information.
• Manage newsletter sign-ups and connect with MailChimp for distribution to your company’s fans and followers.

“We’re giving small businesses a chance to reach out to their network in a creative and personal way,” said BatchBlue President Pamela O’Hara. “Getting a customer’s name and address isn’t enough. With the customization and social media tools in BatchBook Web Forms, we’re seeing users generate better leads, connect with their customers in social media, and do some easy market research. We can’t wait to see what else our smart customers come up with.”

“With BatchBook Web Forms I am able to integrate my online marketing activities with my back office tools, which makes me more efficient and more successful,” said Stewart Marshall, ACMA, CMA and founder of Financial Storyteller. “The success of my business is about managing my network and maintaining a continuous awareness of the details. BatchBook helps me maintain my professional image while keeping me up-to-date on my business.”
Summer Contest

Coinciding with today’s launch, BatchBlue Software also kicked off its How I Spent My Summer Vacation contest to illustrate some of the applications of Web Forms. All are invited to answer some of the fun, summer-specific questions in the online form (such as choosing the “tastiest summertime beverage”). One lucky, randomly chosen winner will win a Summer Prize Package to keep the summer going a little longer: an Indo Balance Surf Board, a set of custom business cards from MOO cards and a free year of BatchBook.

Winners will be announced September 5, 2009, on the BatchBlue blog at Complete rules are listed at

About BatchBlue Software
In 2006, a successful IT entrepreneur assembled a team of accomplished web professionals in the “biggest little” state of Rhode Island to form BatchBlue Software. The company was created with one goal in mind: to create useful, user-friendly software for small businesses. The company’s flagship product, BatchBook, solves a crucial small business need by providing web-based CRM software to manage and track contact information, communications and tasks. Entrepreneurs can upgrade their businesses’ greatest asset—their people network—by visiting

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