In a previous post, we encouraged you to increase your inbound marketing effort with PlaybookIQ Web Forms. We’re excited to announce the first of a series of improvements to our PlaybookIQ Web Forms, field choice. Now when you set up your web forms in PlaybookIQ, you can check the fields you want to include.Continue reading “Field Selection for Web Forms”
Category Archives: features
User friendly CRM for all!
In working to revamp the Import feature of PlaybookIQ, its becoming increasingly clear there is still a gap between the developer and the ordinary computer user. For the technical partner, its easy to throw terms such as CSV, parsing, and “plain text” around (even in a single sentence!). As the non-technical partner, it feels likeContinue reading “User friendly CRM for all!”
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”
Enhancement: Live Search
Besides the detailed search options on the search tab, PlaybookIQ also offers a quick search on the contacts tab. As you type in the search box, your contacts are filtered to all contacts with first name, last name, or company name starting with your search phrase. Type sm … and as you type… … smiContinue reading “Enhancement: Live Search”
New Feature: Import Contacts from CSV Files
What is CSV? Comma-separated values (CSV) file format is the most common and easily understood way to manage generic data. A CSV file is simply a straight text file in which each row of text is a contact (in our case). Data in each row is separated by commas and optionally enclosed in quotes. AContinue reading “New Feature: Import Contacts from CSV Files”
New Feature: SSL for All
SSL for all! All PlaybookIQ accounts, including free trials, now get the protection of secure sockets layer (SSL) encryption. SSL is the Internet standard for secure, encrypted transmission of your data. All major web browsers such as Internet Explorer, Firefox, Safari, and Opera automatically recognize and authenticate SSL certificates so, as a PlaybookIQ user youContinue reading “New Feature: SSL for All”
New Feature: Copy Playbooks
In PlaybookIQ, playbooks contain your sales team’s best practices. Each playbook is a series of repeatable and measurable steps that can be easily applied to a contact. Each step is assigned a timeline and responsible user. In this way, PlaybookIQ truly combines small business CRM with sales team collaboration and sales best practices. Sometimes youContinue reading “New Feature: Copy Playbooks”
CRM Message Templates
Consistent image and messages to customers and prospects is an important part of your customer relationship and marketing efforts. PlaybookIQ now supports this aspect with Message Templates. Use message templates to: Be efficient: no need to retype the same email over and over. Be consistent: ensure everyone on your team is putting forth a consistentContinue reading “CRM Message Templates”
New Feature: CRM Activity Report
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 stepContinue reading “New Feature: CRM Activity Report”
New Feature: Permission Management
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 userContinue reading “New Feature: Permission Management”
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