Batchbook Teams Up with Sales Experts to Provide Small Business Guide on How to Sell

Share Article

Making sales and winning happy customers takes a complete approach to selling. Batchbook is teaming up with sales experts to show small business owners how to craft a sales process that works throughout the whole business, from marketing to sales to service and fulfillment.

Batchbook's Free Guide to Doing Sales Right for Small Business

We believe this approach to friendly selling will lead to better relationships and more success for customers, so we're happy to contribute our insights to the guide.

Batchbook, the leading CRM for small business, has released a guide to help businesses get a handle on sales. With help from partners like Emma, Xero and 99Designs, they are continuously updating the guide with fresh ideas on how to sell better.

“Our own consultative sales process closely aligns with Batchbook’s customer-focused strategies,” said Emma Director of Sales Deborah Sanderfur. “We believe this approach to friendly selling will lead to better relationships and more success for customers, so we're happy to contribute our insights to the guide."

Small business owners may not realize just how closely their marketing, accounting and branding efforts can be tied to their sales process. Batchbook has teamed up with experts from those fields who share insights for working specific pieces of the marketing and operations puzzle into the sales plan.

"As small business is one of our primary audiences, we jumped at the chance to provide advice to the small biz community. Cloud accounting is obviously an area of expertise for Xero, so it made sense to write about the important role it plays in the sales process." - Grant Anderson, Head of Accounting at Xero

“Like Batchbook, 99designs is passionate about helping small businesses succeed," said Lauren Chow, partner manager at 99designs. "We’re excited for the opportunity to share how great branding can help businesses grow."

Some examples of recently added advice include:

  • Email marketing provider Emma sharing tips on nurturing your email list to make more sales.
  • 99Designs, which provides design services for small companies, tells how to succeed in sales by effectively presenting your brand.
  • Accounting software Xero shows how to incorporate billing into a healthy sales process.

Batchbook plans to keep the sales guide fresh with simple concise articles which are easy for busy entrepreneurs to read and take action on. Readers can sign up to receive notifications when new content is released.

Batchbook’s sales guide is available for free at Readers can look forward to learning:

  • The general steps that should be in any sales process
  • The importance of finding the right people to sell to
  • How to show people that you are the right business to buy from
  • How to make sure customers stay happy throughout the sales process
  • How it all ties together to help bring in more sales and more happy customers

Businesses can learn more about Batchbook’s CRM, including their sales features, at

Batchbook,, builds software that helps small businesses connect with their customers. Their core product is a small business social CRM designed to help businesses maintain a high level of personal touch with their most important customers and to spur growth through customer friendly relationships.

Batchbook’s social CRM helps small businesses grow by building better relationships with the right people. It acts as a hub for small teams who need to keep track of important customer relationships. Small businesses have an unique advantage in that they can provide personal touch to customers, and Batchbook sets out to amplify that advantage. Businesses can use Batchbook to track customer contact info, conversation history, social postings, as well as custom data and follow up tasks. By organizing customers and sharing tasks across a small team, businesses who use Batchbook become more efficient and more connected to customers which leads to faster growth.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Christelle Lachapelle
+1 (888) 402-2824
Email >
Like >
Follow us on
Visit website