Batch

Unifies customer data and messaging to help teams create personalized campaigns, automate engagement, and measure performance.

Helps teams migrate to a new CRM with expert support, then improve campaigns and manage deliverability after go-live.

Build and validate functional, technical and strategic CRM expertise through Batch certification pathways and learning resources.

Batch Customer Engagement Platform

Batch is an AI-powered customer engagement platform that brings together campaign orchestration, messaging channels, customer data and performance analytics. CRM teams can create, test and automate campaigns and multi-step journeys using real-time data. The platform supports email, SMS and RCS, app and web push, in-app messaging, WhatsApp, Ads, connected TV and an in-app Inbox. Batch Data connects and unifies customer data for activation, while Batch AI provides CRM workflow assistance, predictive scores and autonomous campaign decisioning. Batch Data runs on dedicated European infrastructure, with data hosted under European law.

Category: Customer Engagement Software

• Build Campaigns And Journeys Faster
  Design and launch campaigns or customer journeys in a unified interface, from simple sends to advanced omnichannel scenarios.
• Coordinate Journeys Across Channels
  Manage campaign and journey activity across multiple channels within one platform.
• Guide Targeting With Predictive Scores
  Apply predictive scores to campaign decisions about audiences, recommendations, messaging, timing, channels and promotions.
• Automate Objective-Based Campaign Decisions
  Set business objectives and constraints for agents that continuously make and optimize campaign decisions, with visibility into their actions.
• Reach Customers Across More Channels
  Activate messages through mobile and web messaging, conversational messaging, advertising and connected TV from the same platform.
• Connect And Synchronize Customer Data
  Bring behavioral, business and analytics data into Batch from existing systems, and schedule transfers from supported warehouses and file storage.
• Activate Customer Data In Real Time
  Use current customer activity and profile data to target segments, personalize messages and trigger marketing or transactional journeys.
• Unify Customer And Visitor Profiles
  Combine anonymous browsing activity and identified customer data across devices and identifiers in profiles ready for activation.
• Target And Personalize In Real Time
  Apply customer and behavioral data to audience selection and message personalization, including campaigns triggered by customer activity.
• Keep Customer Data On European Infrastructure
  Host data on dedicated European infrastructure under European law, with stated GDPR compliance, configurable purges and protection from the US CLOUD Act.
• Enrich Profiles With Customer Data
  Structure behavioral and business data around customer profiles and enrich them over time with aggregates and predictive scores.
• Connect And Distribute Customer Data
  Integrate Batch with existing data and marketing systems and make customer, behavioral and campaign engagement data available through APIs, connectors and event streaming.
• Create And Improve CRM Campaigns
  Use AI within CRM workflows to access data answers, diagnose campaign performance, prepare content and support customer journey improvements.
• Test And Refine Campaigns
  Compare campaign variables and use results to inform ongoing optimization and updates.
• Measure Campaign And Journey Performance
  Review performance across campaigns, journeys and channels and assess the measurable impact of marketing actions.
• Deliver High-Volume Campaigns At Scale
  Send campaigns through infrastructure designed for large message volumes and traffic peaks across email, push and SMS.
• Process Customer Data At High Volume
  Support high-volume data operations with distributed processing designed to handle events in real time, including at peak load.
• Control Message Frequency Across Channels
  Apply capping and cadence limits at campaign, message, channel or global level to manage how often audiences receive communications.
• Inspect Data And Detect Issues
  Validate payloads, trace data through ingestion and receive alerts about anomalies, inactive attributes and technical issues that may affect CRM campaigns.

CRM migration and customer support

Batch provides managed CRM migration and long-term support, from project scoping through go-live and day-to-day operations. PMP-certified project managers coordinate the migration, while CRM, data, IT and deliverability experts handle technical scoping, data migration, email setup, IP warm-up, testing and team training. After go-live, customers receive strategic campaign guidance, deliverability monitoring and multilingual chat support with a reported three-minute median response time.

Category: CRM Consulting and Implementation Services

• Manage CRM Migrations With Clear Timelines
  A structured, expert-led project gives teams clear milestones, responsibilities and timing from kick-off through go-live.
• Move Customer Data And Validate Go-Live
  The team manages core technical migration work, including customer data transfer and acceptance testing, as part of the move to Batch.
• Protect Email Deliverability During Migration
  Email configuration, IP warm-up and ongoing reputation monitoring help teams manage deliverability through the transition and after go-live.
• Get Expert Support Across CRM And IT
  Customers work with specialists who support the business, technical and deliverability needs involved in CRM operations.
• Resolve Support Questions Quickly
  Multilingual chat and direct technical escalation provide an accessible way to get help, with reported response and resolution times.
• Train Teams To Run CRM Independently
  Structured training and use-case guidance help CRM teams build skills and operate the platform with greater independence.
• Improve Campaigns With Expert Guidance
  Ongoing analysis, benchmarks and recommendations help customers review campaign performance and plan relevant next use cases.
• Monitor Deliverability And Flag Risks
  Continuous monitoring and alerts help teams identify potential deliverability issues, while Batch manages incidents with mailbox providers.

Batch certification programs

Batch certification programs offer functional, technical and strategic pathways for marketing and CRM professionals. Functional certification covers Batch platform features and channels, while technical certification introduces SDKs, APIs, databases and the dashboard. Advanced levels for functional and technical certifications and the strategic certification are listed as coming soon. Batch also provides a Help Center, technical documentation and videos to support learning and preparation.

Category: Professional Certification Services

• Build Practical Batch Platform Expertise
  Learn about Batch platform features, communication channels and orchestration modes, with an advanced level planned for marketing pressure, omnichannel scenarios and segmentation.
• Develop Batch Integration Knowledge
  Gain foundational knowledge of Batch technical solutions and their integration, with a planned advanced level focused on complex implementations.
• Strengthen Evolving CRM Expertise
  Pursue a certification pathway designed around the changing responsibilities and knowledge needs of CRM managers.
• Prepare With Batch Learning Materials
  Use revision PDFs, the Help Center, technical documentation and videos to review product features and technical topics alongside certification pathways.