EBSuite CRM Blog

Importing data into your account starts with a CSV (Comma Separated Value) file.  If you have a MS Excel spreadsheet or any other type of data file you will need to save the file as a CSV.

The Import area (Admin > Import/Export) accommodates a number of types of data imports.  Review

In EBSuite, you can attach multiple Knowledge/Solution articles to a case. By doing this you can send KB articles to clients, and also allow them to view KB solutions that's related to their cases in the support portal. But before our latest patch update, you always had to navigate to [ Case Detail ] ->…

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With the Marketing Module you can create a Template, Audience List, and a Campaign.  The Campaign can be either a Drip Email Campaign or a Blast Email Campaign.

Definition:  Drip Email Campaign is a series of emails sent where the timing of each email is based on the launch date of the Campaign (i.e…

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• What is a Marketing Campaign?

You use a Campaign to send out emails to your clients. A Campaign always consists of

- an audience list: whom to send - a email template: what to send - a campaign schedule: when to…

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Your EBSuite development team has been busy creating a Help area that offers a number of resources and tips for implementing new and existing EBSuite capabilities.

To get to the new Help area in your account, have your Administrator change the Help button URL.  As an Administrator (you should be in the Administrator Role)…

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The Sales Module in EBSuite includes the ability to track Opportunities and with those Opportunities you have the flexibility to create a quote from an established quote design. 

Along with the Product Line items the Quote can also have a Header Page and a Footer Page – just select the .PDF file to…

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For those customers who want a higher level of customization and account control, EBSuite can be implemented in a cloud computing environment.

Hosted on the Amazon EC2 environment the EBSuite instance immediately becomes completely branded to your reserved domain name.  Once the instance is installed you may login from the instance or from your…

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Whether your Support Organization provides free customer support or you bill against a Service Level Agreement (SLA), either way, time is money!  Start tracking the time you spend on your customer’s support issues.

And, you might want to share that information with your customers.  It is always a good idea to remind…

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For a limited time the Customer Support Portal is free and part of the Support Module and Premium Edition subscription packages.

Definition:  Customer Support Portal:  A web site you administer to offer training aids or product resources to your customers.  Your customers can submit and review case tickets, review published help guides, find new…

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Its time to start sharing what you know with your customers – don’t make them ask any more.  Publish the most frequently asked questions or most frequently asked for documents in your EBSuite Knowledge Base.

Definition: Knowledge Base (short for subject matter knowledge database) – a repository of information commonly required to be shared…

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