The call scheduling feature in your EBSuite account is a fail-safe way to keep a close watch on follow-up commitments to anyone in your database. You schedule a call, but in fact think of it as scheduling a follow-up. The follow-up may be phone call, an email, a text message, a Facebook post, or an… Continue reading...
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Did your most promising Prospect just become your Newest Best Customer? Congratulations, but now you probably have a slew of new activities to assign and keep track of. Now you can work from your hand written list of Tasks-To-Complete-With-A-New-Customer or you can assign an Action Sheet to the Contact in EBSuite. EBSuite offers many ways to track your commitments – Tasks, Appointments, Calls. But, it just became more difficult to ignore them. When you review the details of any Contact or Organization you’ll see the “Recent & Upcoming Activities” box-score where all previously scheduled and upcoming activities are summarized. From here you can review the details… Continue reading... 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... Review the Call History of calls made to Contacts within the Company or Organization. Call Management has been very popular for managing calls to Contacts – now see the total call history of calls made to the Organization the Contacts are associated with. Continue reading... Use the EBSuite Call Manager to track Customer interaction. There is a great answer in EBSuite – the Call Management Tool. See a 2 minute video (click here) In this article, we will show you a step-by-step screenshot walkthrough of
So if you work in a professional service industry, and/or your call time is billable to your clients, you can easily turn the calls you made… Continue reading... EBSuite CRM has had the ‘Call Management’ feature for you to manage Outbound Calls for a while, with Call Scheduling, Call Scripts, Call Assignment, Reminders, and Reports. To see a demo for that, please follow the link below: http://helpdesk.ebsuite.com/supportbbsd.jsp?id=151 Now we have added the features for you to manage ‘Inbound Calls’… Continue reading... |
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