PlaybookIQ increases custom contact fields

PlaybookIQ now offers 20 custom contact fields for each PlaybookIQ account.  Custom contact fields allow users to capture contact information specific to their business or industry. Setting up custom fields is easy in PlaybookIQ.  Under the Admin link in each account is a Custom Fields option.  Simply click “edit”, input the desired fields, and save.Continue reading “PlaybookIQ increases custom contact fields”

Web Forms Make Inbound Marketing Work For You

Make your blogging effort pay off Make sure you have an easy way to capture prospects once they’re at your blog.  You’ve peaked their interest, now make the contact  and potential sale. Add PlaybookIQ Web Forms to your inbound marketing programs Use a PlaybookIQ web form to capture inbound marketing opportunities at your website.  Web forms areContinue reading “Web Forms Make Inbound Marketing Work For You”

Inbound Marketing Works

According to HubSpot’s latest report: “Marketing Data: 50+ Marketing Charts and Graphs”, small business owners find inbound marketing to be much more effective than outbound marketing. Inbound marketing has a 60% lower cost per lead than outbound marketing. Respondents also reported shifting more of their overall marketing budget from outbound to inbound efforts. 100% ofContinue reading “Inbound Marketing Works”

PlaybookIQ Affiliate Program

We are happy to announce the launch of the PlaybookIQ affiliate program.  If you like PlaybookIQ, we want to reward you for recommending it to friends and colleagues.  We know there are people that are happy to recommend it to others without any expectation of compensation.  Still, we think recognizing your contribution to PlaybookIQ’s growthContinue reading “PlaybookIQ Affiliate Program”

Feature enhancements

Last week we implemented two user suggested enhancements to PlaybookIQ.  One enhancement involves the steps shown on your dashboard.  Previously, multiple steps within the same Playbook may have appeared on your dashboard if one or more of the steps were past due.  Now, only the current step is shown.  Second, the contact title and contactContinue reading “Feature enhancements”

New in PlaybookIQ: ‘Recent’ – History at a Glance

You can now get a quick overview of recent activity across your entire sales team, with the new ‘Recent’ tab in PlaybookIQ.  You have told us that an understanding of what happened over the last hour, days, or week is critical to team communication.  It helps you get the big picture and is a veryContinue reading “New in PlaybookIQ: ‘Recent’ – History at a Glance”

New in PlaybookIQ: Web Forms

With Web Forms, you create publicly accessible web-to-lead forms to capture prospect information from a web page hosted by us. PlaybookIQ hosts the web page and creates contacts out of each response entered on the page.  For example, here is one we created for people interested in more information about PlaybookIQ.  Let’s see how it works.Continue reading “New in PlaybookIQ: Web Forms”

Speed Improvements

This weekend, PlaybookIQ received some system tuning and additional hardware.  These improvements have resulted in faster application response times and less waiting for you, especially in the areas of searching and opening contacts.  We thank you for your patience and hope your experience with PlaybookIQ is improved.  As always, let us know through email, Twitter,Continue reading “Speed Improvements”