Archive for June, 2008

New Feature: CRM Activity Report

Sunday, June 29th, 2008

As noted in previous posts, we built PlaybookIQ from the start to be an effective CRM tool for small- to mid-sized organizations to collaborate on their efforts, follow a consistent sales process, and gain insight into their results. When launched, PlaybookIQ offered the Pipeline Overview which shows you how many contacts are at each step of each of your playbooks. This is helpful for identifying process bottlenecks. Today, we announce a new view into your organization’s activity.

With the Activity Reports you can see what you, or others in your organization, got done recently. You simply specify the user and a date range to see a summary of all activity. This is helpful to review progress and to remind yourself of what you were working on in a given timeframe. We hope you like it.

To see this report, and other features of PlaybookIQ, sign into your account at http://playbookiq.com/signin. Or, sign up for a new account, it’s free and at no risk.

 

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New Feature: Permission Management

Monday, June 23rd, 2008

PlaybookIQ is built from the ground up as a small business CRM tool for sales team collaboration. To effectively collaborate, all users on your team can perform almost all functions. By default, everyone can create, edit, and delete contacts, tasks, comments, playbooks, and step definitions. Yet, for those times that you want to limit user permissions, we have made it very easy to do so.

In this example, Mary has full control over contacts, tasks, and comments in her CRM system. She cannot create, modify, or delete playbooks or step definitions. Only the account owner can change user permissions. To do so, click on “Admin” in the top-right and then ‘edit’ on a contact. This new permission feature is clean, clear, and concise to use and we think you will like it.

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New Feature: Complete Todos from Dashboard

Wednesday, June 18th, 2008

 Your PlaybookIQ Dashboard shows you all tasks and steps that are due today.  Sometimes you have all the information necessary to complete the step just from the Dashboard.  In these cases, you no longer need to open the contact to mark the step complete.  Simply click the ‘completed’ link found on the dashboard and the step will be marked complete and your Dashboard is automatically updated.

This new feature can save you time and we hope you like it.

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New Feature: Mass Task Assignment

Tuesday, June 10th, 2008

PlaybookIQ has powerful search features, including searching for contacts by multiple tags (e.g. all contacts that are tagged both ‘VIP’ and ‘Prospect’). Search results are returned in a list of contacts, with a checkbox next to each one. 

From day one, you have been able to add tags and remove tags in mass by checking one or more of the contacts in the search result list.  Starting today, you can also add tasks to a collection of contacts:

1. Perform a search or a tag list and then simply check each contact that you want the task assigned to (or check the ‘all’ checkbox at the top of the search results list).
2. Click ‘Add task’.
3. Create the task and it is applied to all contacts.

In this video we create tasks to call and invite “A1 VIP” contacts to a launch party.  We think you will find this enhancement valuable and hope you like it.  To find out more, please visit http://playbookiq.com.

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