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You interact with people, you phone them, make appointments with them, keep notes to track details – we are all in the people-business. But in fact, in sales we need to track how and what we are doing with the individual person’s Organization. We need to make certain we are keeping our sales and… Continue reading... 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... For EBSuite Accounts using the Support Module and wishing to track Service Level Agreements (SLAs) This is a follow up post for our previous blog entry: Revenue Tracking for your Support Team Continue reading... 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… Continue reading... If you have known duplicate Contacts or two or more Organizations that are in fact the same, you can quickly select the records and either Merge them or first search for duplicates, then merge – the newer information will survive to be the remaining record. Contacts that are associated with an Organization will also be… Continue reading... You can configure KB (KnowledgeBase) article access in two levels:
Internal Agent Access: By default when you publish a KB article, all the users (internal agents) of the CRM can access it. They can view, search, and link to the KB article. In… Continue reading... Managing Tasks with in the Today Widget – Now Users can quickly add tasks in the Main page Today Widget. Also, take advantage of the “Check Off Tasks” Display for each Contact or Organization. Continue reading... |
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