Category Archives: Uncategorized

PlaybookIQ now offers letter templates.  Letter templates are created just like an email template.  Under the template tab in your account, choose create a new template.  In addition to name fields, you can now add in address and date fields.  After composing the letter, you’ll be given the choice to create the template as a letter (pdf) or email.Continue reading “New letter template feature”

In honor of our United States veterans, we’re offering a free solo subscription to PlaybookIQ to any United States service member, active or inactive.  Please visit our site at http://www.playbookiq.com.  If our service can help your business, contact us at support@playbookiq.com to set up your free account.  Thank you for your service! *Number of subscriptionsContinue reading “Free Subscription for Veterans”

PlaybookIQ offers several ways to affect multiple contacts at once, saving time in managing contacts.  These include adding and deleting tags, adding a task, assigning a playbook, and managing steps within a playbook.  Now users can also bulk delete contacts. For example, a group of contacts imported from a purchased list have completed all stepsContinue reading “Bulk deleting contacts”

PlaybookIQ now offers bulk marking of contacts private at import.  When mapping fields for import, users can choose to mark imported contacts private. Marking contacts private will allow only the user importing the contacts and the administrator to view the contact and associated information.

With PlaybookIQ, all actions completed and comments written are recorded for perpetuity in the History and Comments section of a contact.  Users can now easily review comments only with our color and icon differentiated entries. When the contact full history is shown, user generated comments are now preceded by a balloon and appear in blackContinue reading “Easy tracking of comments and history”

CRM import can be at once one of the simplest tasks and yet also one of the most rife for errors.  Contact data is relatively simple.  There are some basic fields for all contacts that most all CRM products support (name, address, email, phone, etc.).  There are contact information standards such as vcard that canContinue reading “CRM Import Help – Improved in PlaybookIQ”

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”

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”

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”