If you are using the Call Management tools in EBSuite, you may also want to take advantage of the Call Scripts.
Outgoing calls typically take 2 forms: either the call is a short reminder of an upcoming event OR the Call is intended to engage the Customer or Client and impart new information.
Traditional… Continue reading...
Working a problem or issue for one of your customers?
Short of finding an immediate, agreeable solution, there is NO SUBSTITUE for keeping your customer well informed on the progress you’re making. Even the most demanding customers are reasonable and will understand if you communicate the progress being made.
The EBSuite support module allows… Continue reading...
In EBSuite you can use Report Builder to schedule periodic reports. This involves a few steps:
- Create a new ‘Report Builder Definition’
Click on the [Create New Report] button under ( Organization / Contact / Opportunity / Case ) -> Reports -> Report Builder
- Save the report definition. Note down the definition
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 an
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 ]… Continue reading...
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… Continue reading...
- 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 send
- Why do I need to use Campaigns
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), go… Continue reading...