Performance Series

Customer Support and Asset Support – Together

Is it just us or does it seem that customers need more, ask more and demand more than ever before? 

Maybe we’re biased, but we here at EBSuite use EBSuite to stay one step in front of the Customer Need curve.

When the New Customer lands – here is an example of all-hands-on-deck:

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HOWTO, Performance Series

Anyone can send an email–But EBSuite can tell if it was effective

The Effectiveness Analytics in EBSuite can tell you who read your email, which links in the email were viewed and give you an immediate handle on the “reads” so you can escalate the marketing effort on those who expressed interest.

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Performance Series

Add a Web Form to your Web Site

Need a web form on your web site? Create web forms for Contact, Lead and Case Capture. Each web form will capture the fields of interest, create the entity, send an response back to the form submitter, alert the stakeholders.

This is not just a form – its a workflow of events to make you life in EBSuite just a little easier.

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Performance Series

Google Apps Calendar Integration with your EBSuite Calendar

You have been able to integrate your EBSuite Calendar with your Google Calendar for some time.

Now with the growing popularity of Google Apps (See:  htttp://www.google.com/apps).  The Google Apps suite allows users to use the Google resources (mail, calendar, shared docs, etc) while maintaining a private domain name strategy for email addresses and access…

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HOWTO, Performance Series

Send your Calendar Link or Publish it on your Web Site

You can setup a Personal Profile in EBSuite to:

  • Provide your Professional Profile to Customers and Web site visitors
  • Expose your calendar in blocked-out fashion (hide calendar contents) to allow visitors to request an appointment time
  • Provide any other informational material in a graphic or text format


Performance Series, QuickStart

Setting up outgoing email settings (SMTP)

Every email account in the world has 2 services that complete the email communication process:

1.  The incoming account service where the email is retrieved to the email client (e.g. Outlook, Firefox, Outlook Express, etc)

2.  The Outgoing account service that packages the email and delivers it to the worldwide web.  This service is referred…

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Performance Series

EBSuite is Available in a Cloud Implementation

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 existing…

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HOWTO, Performance Series

Sure, you can track the details – Now track all of the Relationships

In your EBSuite account you probably already know how to add additional custom fields to track all of the details around an entity (a Contact, an Organization, a Case, etc.).  But any entity will typically have relationships to other entities within the database.

For example, a Case submitted by a contact my have an…

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Performance Series

Chat Phrases for your Chat Line (Live Service)

The EBSuite Live service is already there for you to use – no plugins, just one line of code for your web site or web promotion.  You can start the service in one-click and, now, conduct the “chat conversation” with the aid of “chat phrases” you’ve made available to your sales or support person answering…

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Performance Series

How to speed up the application response time

If you have been using EBSuite CRM for an extended period of time, you may see screen response time getting slower as your data accumulates over the years. Here are some tips to speed up the application response time:

  1. Manage your alerts & reminders.
    In our new interface, the application alerts & reminders