Batchbook

## Sync Batchbook with Google Contacts, Campaign Monitor, MailChimp and ActiveCampaign

[![Batchbook sync](https://blogassets.piesync.com/wp-content/uploads/2016/02/buy-me-pizza-1-1024x512.jpg)](https://blogassets.piesync.com/wp-content/uploads/2016/02/buy-me-pizza-1.jpg)

Great news for [Batchbook](http://batchbook.com/) users! Batchbook and PieSync have joined forces, which means you can now sync your contacts two-way and in real time between your favorite business apps!

<Widget type="piesync-widget" left="batchbook" />

## What is PieSync?

No more data entry headaches. Your contact information will always be up to date and correct. Unlike other syncing programs that only do a one-way sync, PieSync allows you to sync both ways and in real time. 

This means you can add, delete or edit your contacts in [Batchbook](http://www.piesync.com/batchbook/) or in Google Contacts, Campaign Monitor, MailChimp and ActiveCampaign, and it will automatically update both apps instantly. 

PieSync gives you the ultimate flexibility for your SaaS stack. Think of it as the glue that binds all your business apps together. You can pick and choose which apps suit your business needs best. 

No longer want to use an app? No problem! Just take it out of the sync and replace it with a new one. Your contacts will be synced to your new app, making integration of this app into your existing stack a seamless operation. [Start a 14-day trial and see for yourself.](http://www.piesync.com/recurly/?utm_source=blog&utm_medium=blog&utm_campaign=recurly&utm_content=cta1) 

**PieSync is easy to set up** 

You can setup your first sync in under 5 minutes.  First sign up for a [Free Trial at PieSync](https://app.piesync.com/signup) 

**No installation or download** 

PieSync exists in the cloud so you don’t have to download or install any software. 

**Add Teams** 

Don’t keep PieSync for yourself! Invite your whole team to use PieSync. You can share contacts, and keep each other in sync.

**Share accurate customer information across your teams.** 

PieSync can sync your marketing, sales and customer care platforms together, so your teams can have a 360° overview on every customer at all times. 

**Avoid Duplications** 

Thanks to the smart syncing function, PieSync has the ability to weed out duplicates.

<Button href="http://www.piesync.com/batchbook/?utm_source=blog&amp;utm_medium=blog&amp;utm_campaign=batchbook&amp;utm_content=cta1" text="START MY 14-DAY TRIAL" />

For more info about Batchbook, check out [their website](http://batchbook.com/).Happy Syncing!

Announcing our new connector Batchbook!

Freshdesk

Freshsales

AWeber

Google Contacts

Contacts+ (formerly FullContact)

![quote James](//images.ctfassets.net/f2ysq090txql/Dp5L37gZpfmvTZUAXTQI5/c4c5cb3f408e34d100ee870223cbd1b0/quote_James.png)

James Heyward has entrepreneurship in his blood. His father opened his accounting firm AOH Business Services, NYC in 1982, and from an early age, James developed his knowledge of and love for financial management while working for his father’s practice.

In 2010, James opened his own firm, [Heyward CPA](https://www.heywardcpa.com/), in Durham, North Carolina, and at the start of this year, James and his father decided to merge their firms.

As a family business, Heyward CPA is laser-focused on helping other small businesses and their owners. They have an exceptional track record in the accounting industry for the usual reasons – their experience, business acumen, skills, and the personality of their team – but Heyward CPA also differentiates itself from the competition with its outstanding business operations.

*“We’re more like a software company in how we run our business,"* shares James. *“That’s what our tools are mostly designed for.”*

James admits he loves apps: “I keep going from app to app, but now I’m trying to stick with the right tool and improve our integrations." __PieSync has made integrating his favorite tools possible. The results? A productivity boost without the headaches.__

## The key tools James uses to run his accounting firm more efficiently:

### To improve lead qualification: Contact+ (formerly FullContact)

James uses the [Contact+](https://www.contactsplus.com/) contact management tool (formerly FullContact) to enrich the contact information collected on his CRM. 

> “80% or more of our leads come in through our website,” explains James. “Some of these are not our optimal customer, and we create service offerings for different lead levels, so the more information we can gather about their digital footprint the better.”

Once a lead has being enriched in Contact+, James uses [PieSync to sync data with Freshsales](https://www.piesync.com/fullcontact/freshsales/) and trigger the next steps in their journey... 

![fullcontact freshsales](//images.ctfassets.net/f2ysq090txql/5u3NK8pJyGZ32yNBNVN1jo/f8ef159790cf063c9fced7e8e5ee52c6/fullcontact_freshsales_.png)

### Freshsales – as CRM

With [Freshsales](https://www.freshworks.com/freshsales-crm/) as your CRM, you can benefit from AI-based lead scoring, built-in phone, email, activity capture and more. James explains that if you send an inquiry to Heyward CPA via their website, it’ll go straight to the Freshsales level of their tech stack.

Freshsales is the heart of their customer data, but in order to enrich that data, James has to keep it in sync with his other business tools. At the same time, he uses Freshsales customer knowledge to deliver a more personalized experience through other tools. For instance,  if a prospect or customer wants to receive email communications, he will be automatically in sync with AWeber. 

![Freshsales aweber integration](//images.ctfassets.net/f2ysq090txql/2SN4DuEVEYYvbHdUN3agTx/98b72c419d19282029155153166d5695/Freshsales_aweber_integration.png)

<Button text="Sync Freshsales and AWeber" href="https://www.piesync.com/freshsales/aweber/" />

### Freshdesk – for customer support

“[Freshdesk](https://freshdesk.com/) is our main point of contact for our clients. It’s kind of like our front desk," explains James. Freshdesk customer support software streamlines all conversations in one place. With the tool, James has a central view of all communication via phone and email, and he can also connect live chat if it makes sense in future.

> “As the helpdesk phone number is linked with the Freshcaller platform, we’re able to take notes on phone calls in a file for a client or even a prospect. It’s been about 3 years and it’s really changed our business.It has totally changed communication for us!”

James has also used Freshdesk to build out Heyward CPA’s internal knowledge base and make it accessible to the whole team. By pooling this knowledge, it’s easier than ever to train new people to respond to inquiries.  “Some of the questions are very routine, so we can build out the Q&A internally for agents to reply as easily as possible," explains James.

In the past, inquiries like “I need a copy of my tax return” used to go to James’s own inbox, but they now go directly to Heyward CPA’s central help desk that everyone has access to. 

“As we’re so exposed on the internet and get a high value of inquiries, it stops our inboxes getting clogged up," says James. 

<Button text="Sync Freshsales and Freshdesk" href="https://www.piesync.com/freshsales/freshdesk/" />

### Google Contacts – to sync personal contacts and as a backup

Google Contacts was one of the first integrations that James set up with PieSync, as a handy way to move his personal contacts to a central client management system. Since then, James has maintained Google Contacts as a backup of his key email list.

![integration google contacts freshsales](//images.ctfassets.net/f2ysq090txql/22zRNB4gD58tTARc3UGTy/859485266e8cfb302d8a47dd46ae10e6/integration_google_contacts_freshsales.png)


<Button text="Sync Freshsales and Google Contacts" href="https://www.piesync.com/freshsales/google-contacts/" />

### AWeber – for email marketing

“I’m trying to build up our [AWeber](https://www.aweber.com/) email list and be more specific in our email marketing," shares James. After several years of general awareness marketing, James is testing AWeber for greater segmentation and to eventually send emails according to the type of business a lead is in.

---

## Strong parts, but stronger together

At the heart of Heyward CPA’s operations is the Freshsales CRM. This is their main business hub, where James is consciously building up more contact data to make it easier to segregate contact lists across all connected apps.

 “The leads come into Freshsales, then if we do not end up doing business with them right now, we can get them in AWeber. Then they can receive more general awareness marketing,” says James. “We’re trying to make sure the leads interested in the newsletter on our website get to AWeber.”
 
 ![software stack](//images.ctfassets.net/f2ysq090txql/2gXP51ZQE5NkxjaJNHBhwh/c69a28c559e0f626ca2d927a79c0e07f/software_stack.png)

With PieSync, James has the infrastructure he needs to benefit from several tools without getting overwhelmed or causing data gaps and errors.

> “PieSync provides the automation and the framework to think about how you really want your data to move. It makes the administrative work totally automated and so much easier. In some cases that can save a business owner a lot in administrative costs.”


---

By staying on top of the tools out there, including those first designed with other industries in mind – like software as a service – James has managed to build a highly-efficient accounting firm. 

How can you make your firm operate more efficiently and spend more time on your customers? See how PieSync can help you out with a 14-day free trial to connect your favourite cloud apps.

<Button text="Try PieSync for free" href="https://app.piesync.com/signup/" />

























With PieSync, James has the infrastructure he needs to benefit from AWeber, Freshsales, Freshdesk, Google Contacts and Contact+ without getting overwhelmed or causing data gaps and errors.

Accounting & Finance

How this accounting firm uses automation to run their business more effectively than the competition

Business Process Automation

Salesforce

Zendesk

Intercom

Zoho Desk

![customer support tools](//images.ctfassets.net/f2ysq090txql/3Qh2TlD2NdugUX9nNB22mo/7764e86ea7c9d984924510ba10cad6a5/brooke-cagle-609873-unsplash.jpg)

The quality of customer service is an excellent way to gauge the service and overall ethos of any business enterprise. If a business does not value its customers and try to understand what they are looking for, then they are unlikely to be profitable over the long-term. Moreover, simply having satisfied customers is not enough anymore. According to Ken Blanchard in his book Raving Fans, A Revolutionary Approach to Customer Service:

> “Your customers are only satisfied because their expectations are so low and because no one else is doing better. Just having satisfied customers isn’t good enough anymore. If you really want a booming business, you have to create raving fans.”

Thankfully, there are ways to really enhance customer service that make the process more streamlined, accessible, quicker, and more affordable. There is a wide variety of customer service automation tools available, and businesses that learn to utilize them well will be the ones that succeed. Here are five interesting options for you: 

## Salesforce

[Salesforce](https://www.salesforce.com/) is the most well-known customer relationship management (CRM) platform in the world. They offer a huge variety of solutions for small businesses to large organizations. 

They are an all-in-one comprehensive platform for customer management and lead acquisition, as well as providing a large variety of associated services. Need more? PieSync has a [sync solution between Salesforce and over 160+ other cloud apps](https://www.piesync.com/salesforce/). 

Since recently, they also have their very own artificial intelligence robots for customer service known as “Einstein Bots”. 

For complex requests, the bots gather information for human representatives. “Einstein for Service” is integrated with the wider CRM platform for complete automation in terms of customer service. SalesForce is popular among large and enterprise level businesses. As the name suggests, it is used primarily for sales but comes with an excellent customer service platform. 

## Freshdesk

[Freshdesk](https://freshdesk.com/) is one of the leaders in customer service automation software. It has won numerous awards over the last several years. Satisfied clients include Harvard University, DHL, and Pearson. Freshdesk primarily specializes in email and ticketing support which is the way resolutions are handled. It also offers much in the way of analytics and reports. To top it off, Freshdesk is  more affordable when compared to other solutions. The platform provides labeled ticketing for easier assignment as well as a single panel for all agents to view outstanding customer support issues. 

## Zendesk

[Zendesk](https://www.zendesk.com/) is an excellent tool to enhance the relationship between the company and the customer. Its automated customer service services are specifically designed to make it easier to ensure customer satisfaction. The intuitive interface is built with customer service agents in mind and it really helps to make the process a breeze. 

The Zendesk solution is perfect for businesses of all sizes and is designed to be flexible enough for anything you need it for. It has tonnes of widgets, apps, and integrations. You can also use Zendesk support for enhanced customer insights and advanced analytics from reports and dashboards. Like Freshdesk, it specializes in email and ticketing support. Zendesk also offers companies many branding and customization opportunities. 

<RelatedPost slug="salesforce-zendesk-contacts-sync-piesync-recipe" />

## Zoho Desk

[Zoho Desk](https://www.zoho.com/desk/) describes itself as “the industry's first context-aware help desk software that helps businesses focus on the customer”. It is different from many of the other customer service platforms with its focus on enhancing customer service agent efficiency and emphasis on context-specific solutions. 

It provides a way to investigate bottlenecks and become more efficient over time, as well as providing a self-knowledge base for customers so agents are not as busy. Zohodesk  also offers a built-in call functionality along with the email ticketing system. Customers can also submit their issues on popular social media platforms such as Facebook and Twitter, providing an ultra friendly approach to customer service management. 

## Intercom

[Intercom](https://www.intercom.com/) is a cutting edge messaging platform that allows businesses to communicate easily with prospects and existing customers within their app, on their website, through social media, or via email. Intercom’s platform lets businesses track and filter customer data. This data includes conversation history, product usage behavior, past purchases, payment details, etc. 

Businesses can use all types of attributes to trigger personalized, automated marketing emails and highly targeted in-app messages. 

On top of their amazing software, Intercom has a responsive customer support team that will offer tailored help for your team, in a professional and kind way. The combination of their software with their customer support allows you to offer top notch customer service while maintaining an organized system on the back end that would only be a headache anywhere else. It really takes the idea of customer support to the next level, nearly every function it has makes the job easier, which results in happier customers for your company.

<RelatedPost slug="big-reds-equipment-uses-piesync" />

### Other Automation Technologies

There are many more kinds of customer service automation tools that will enhance the customer experience. The future of effective customer service lies in utilizing technology to assist customers across a wide variety of channels. These include:

- __Chatbots/Virtual Assistants__ - The standard AI response agents that responds with generic queries for problems. Making them smarter is often very expensive for companies, which is why many of the existing bots are not leaving a good impression with customers. 
- __Agent Facing Chatbots__ - These are much the same as standard chatbots but aimed at supporting the live agents with templates, manuals, and routing capabilities.  
- __Conversational Commerce Chatbots__ - Like Amazon Echo or [Hipmunk](https://www.hipmunk.com/hello) on Skype, Slack, and Facebook Messenger. Upload a photo or state a voice query and the commerce bot will give you results. 
- __Sentiment Analysis AI__ - Parses through a large variety of customer information (social media, emails, text, voice searches etc) to gain an overall picture of the sentiment towards a certain brand or service. 
- __Automated Routing__ - This is where automation can really excel. The automation can tell the intent of a query (refund, malfunctioning product, updating delivery address etc) much quicker than a human and route according to the appropriate channel. Ever been put on hold for 20 minutes on the telephone while you are connected to a different department? Automated routing machines can help.
- __Emotion AI__ - Machines trained to detect human emotions based on body language, speech patterns, facial expressions, and text syntax. Can be used by physical retailers at shops [such as the Shelfpoint solution](https://www.affectiva.com/success-story/dynamic-retail-solution-shelfpoint-delivers-double-digit-sales-uplift/).
- __Recommender Systems__ - The use of algorithms for personalized customer solutions and recommendations. Automation tools and artificial intelligence can assist in making the shopping experience more personalized, thoroughly enhancing the customer experience. 
- __Facial Recognition for Automated Payment__ - Alipay and KFC have already teamed up to provide software that allows customers to [pay their bill just by smiling](https://www.reuters.com/article/us-alibaba-payments-facialrecognition/just-smile-in-kfc-china-store-diners-have-new-way-to-pay-idUSKCN1BC4EL). The software is able to remember returning customers. 
- __Preventing False Declines__ - US E-commerce retailers [lost $8.6 billion in 2016](https://www.businessinsider.com/the-false-declines-report-the-86-billion-problem-undermining-e-commerce-merchants-fraud-prevention-strategies-2016-7/?IR=T) due to declines in genuine purchases. This is $2 Billion more than the fraud that the solution was designed to prevent. Automation tools can help with this by offering secure and efficient payment transactions. 

### Get an Automation Tool Immediately

If you do not have an automation solution in place, then it is highly recommended to get one as soon as possible. Once you have one on board, you can observe how limited your previous methods really were. There are free trials available with most of the best automation tools on the market. 

They are far more than a simple email ticketing platform. Customer service automation tools are a means to optimize satisfaction levels among customers and monitor trends and patterns with specialized analytical tools. You will learn more from a genuine analysis of customer complaints and trying to solve these issues than any other strategy. Companies are built on satisfied customers. 

Considering that a 5% increase in customer retention [can lead to a 95% increase in profit](https://hbr.org/2014/10/the-value-of-keeping-the-right-customers), a superb customer service experience is a requirement. You cannot afford to lose customers with a poor resolution process. Only companies with the best automation software are going to provide the best customer service and be profitable in the long-term, especially as AI and advanced technologies continue to proliferate. 


There is a wide variety of customer service automation tools available. Is there one for you? Discover five of the essential automation tools for customer service teams.  

Customer Service

5 Essential Automation Tools for Customer Service

Batchbook prides itself on being a straightforward and social CRM for small businesses. Email and Task automation will create better workflows for your team and build a more meaningful relationship with your customer while simultaneously saving a lot of time!


batchbook

[Freshdesk](https://freshdesk.com/solutions/customer-support-software) is an omni channel cloud-based customer support platform. Whether it's phone, email, your own branded community, or social media channels such as Facebook or Twitter, [Freshdesk](https://freshdesk.com/solutions/customer-support-software) ensures you can connect with your customers on all levels.


freshdesk icon sf

google contacts logo

Mailchimp Logo-Vertical Black

Mailchimp

outlook-office365

Outlook

activecampaign

ActiveCampaign

campaignmonitor

Campaign Monitor

msexchange

Microsoft Exchange

nimble

Nimble

constantcontact

Constant Contact

ringcentral

RingCentral

quickbooks

Quickbooks Online

xero logo

Xero

recurly

Recurly

shopify

Shopify

hubspot

HubSpot

aircall-icon@2x (1)

Aircall

1CRM-logo-box

1CRM Cloud

aweber

act!

Act! 365

actpremium

Act! Premium Cloud

activedemand

ActiveDEMAND

activetrail-1502192111-logo

ActiveTrail

agendor_logo

Agendor

agilecrm

Agile CRM

allclients

AllClients

apptivo

Apptivo

aproplan

Aproplan

autopilot

Autopilot

benchmark

Benchmark

bigcommerce

BigCommerce

bigcontacts

BigContacts

bitrix

Bitrix24 CRM

bombbomb

BombBomb

bookeo

Bookeo

boomtown

BoomTown

bpmonline

Bpm'online

Brivity CRM

bullhorn

Bullhorn

campaigner

Campaigner

capsulecrm

Capsule

chargebee

Chargebee

logo-cin7

Cin7

cxsocial

Clarabridge Engage

Classy-icon-coral

Classy

clio

Clio

companyHub

CompanyHub

connectwisemanage

ConnectWise Manage

Contactlab Marketing Cloud

Contacts+ Logo Mark (1)

contactually

Contactually

Copper-icon-circle-pink

Copper

Crisp

currentrms

Current RMS

datavalidation

DataValidation

daylite

Daylite

d-logo-L-transparent

Debitoor

Delivra

desk

Desk

directmailmac

Direct Mail for Mac

dotloop

Dotloop

Drift Logo

Drift

drip

Drip

ERPNext logo

ERPNext

eztexting

EZ Texting

easybill

EasyBill

efficycrm

Efficy CRM

Elastic Email

emma

Emma

espocrm

EspoCRM

eventbrite 2018

Eventbrite

facebook-lead-ads

Facebook Lead Ads

facten

Facten

fastbill

FastBill

finfolio

FinFolio

flexmail

Flexmail

followupboss

Follow Up Boss

freeagent

FreeAgent

freshbooks

FreshBooks

FreshBooks Classic

freshsales

front

Front

funnelflare

FunnelFLARE

getresponse

GetResponse

Gist (formerly ConvertFox)

GreenRope

g-invert-box-hires-01

Greenhouse

groove

Groove

blog hd blog icoon

HelloDialog

helpscout

Help Scout

highrise

Highrise

infusionsoft_by_keap_logo

Infusionsoft by Keap

insightly

Insightly

intercom

InvoiceNinja_

Invoice Ninja

invoiced-logo

Invoiced

JobAdder

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Recent Batchbook & Freshdesk Blog Posts

Announcing our new connector Batchbook!

How this accounting firm uses automation to run their business more effectively than the competition

5 Essential Automation Tools for Customer Service