Track Service Details around your Customer’s Asset - Story From: The Suite Advantage
Scenario:
Your customer returns a Product for Service.
[...]
Categories: EBSuite, Support Tags: CRM, CRM Software, EBSuite
Move Inventory to Assets - Story From: The Suite Advantage
Tracking Inventory in-house is straight forward, but if you sell or rent the Inventory to your Customer you need to track Assets now.
Again, EBSuite has you covered.
[...]
Categories: EBSuite Tags: CRM, CRM Software, EBSuite
Short Course on Inventory Management - Story From: The Suite Advantage
EBSuite integrates Product Inventory management with Customer Asset management. Now bring products into inventory, track the inventory through a process then place inventory with Customers as [...]
Categories: EBSuite Tags: CRM, CRM Software, EBSuite
Merge EBSuite data into a .PDF - Story From: The Suite Advantage
Merge EBSuite data into a PDF form [...]
Categories: EBSuite, Tips Tags: CRM, CRM Software, EBSuite
Add a Web Form to your Web Site - Story From: The Suite Advantage
Need a web form on your web site? Create web forms for Contact, Lead and Case Capture. Each web form will capture the fields of interest, create the entity, send an response back to the form submitter, alert the stakeholders. This is not just a form - its a workflow of events to make you life in EBSuite just a little easier. [...]
Categories: EBSuite Tags: CRM, CRM Software, EBSuite
When was your last “Customer Touch” – last activity tracking - Story From: The Suite Advantage
Track the last interaction with your Contacts [...]
Categories: EBSuite Tags: CRM, CRM Software, EBSuite
Share Project Information at the Project Portal - Story From: The Suite Advantage
Why would you send an email update to your customer when you could invite them to visit the Project Management portal and see Notes, Documents, Case Issues, Development Milestones, and a GANNT chart of the project progress.
Answer: You wouldn’t – when you can simply let your customer have a login to the Project Portal.
Watch this [...]
Categories: EBSuite Tags: CRM, CRM Software, EBSuite
Delegate Project Steps to both Internal and External individuals - Story From: The Suite Advantage
The Project Management tool in EBSuite allows you to create a Project then dynamically add Project Steps as the Project develops.
Each Project step can be Delegated to other internal Users or other Outside Contacts by simply picking the individual from the User List or the Contact List. Once a Delegatee has been chosen an email will [...]
Categories: EBSuite Tags: CRM, CRM Software, EBSuite
Pre-Paid Professional Services – Creating a $Retainer$ and Invoicing - Story From: The Suite Advantage
The concept of the Retainer in EBSuite allows you to pre-sell “Credits”, “Hours” or “Dollars” on Retainer.
Whether the Retainer is sold monthly on a recurring basis or an on-the-spot purchase, tracking the deliverables (hours on the job or Credits charged for the job) is easily the most valuable and important part of the Retainer/Work Tracking Tool [...]
A Shopping Cart for Professional Services - Story From: The Suite Advantage
If you are currently selling Professional Services (e.g. On-Site Support, Consulting, Training, CPA Planning, or Expert Subject Assistance), then you either bill BEFORE or AFTER the service is rendered.
With EBSuite you can sell a RETAINER to your customer then charge your Professional Service activity against the Retainer.
1. Sell Pre-Paid assistance in either “Dollar Amounts”, “Time [...]
Now that you have collected all of this great information – Let’s review data layout and display - Story From: The Suite Advantage
Let’s face it. If you only needed a place to track names and numbers your wouldn’t need EBSuite. But If you are tracking The Who, The What and The When of your business you’d be dying without your EBSuite account.
Now let’s review some of the layout and display choices in EBSuite.
In this example we are [...]
You Push EBSuite Calendar items to Google Calendar – now see Google Calendar in EBSuite - Story From: The Suite Advantage
If you use Google Calendar you already know how to push your EBSuite Calendar items to Google Calendar.
(NOTE: We cannot syncronize changes from the Google Calendar side because of the tremendous computing overhead it would take to constantly check for updates to Google Calendar. EBSuite Calendar items will be pushed to Google Calendar, but [...]
Project Module – Organizing Tasks and Sub Tasks - Story From: The Suite Advantage
Within a Project created in the EBSuite Project Module you have a number of ways you can create and organize Project Tasks and Project Task Groups where a Task may have multiple Sub-Tasks.
Notice the Task Hierarchy in this Project:
See how new Tasks can be created and the Ordinate Hierarchy can [...]
New Online Help Document: Project - Story From: The Suite Advantage
We’ve just posted some new content in our learning center:
Online help for Project ( also with PDF download )
Project(function() { var scribd = document.createElement("script"); scribd.type = "text/javascript"; scribd.async = true; scribd.src = "http://www.scribd.com/javascripts/embed_code/inject.js"; var s = document.getElementsByTagName("script")[0]; s.parentNode.insertBefore(scribd, [...]
New Online Help Document: Survey - Story From: The Suite Advantage
We’ve just posted some new content in our learning center:
Online help for Survey ( also with PDF download )
Survey(function() { var scribd = document.createElement("script"); scribd.type = "text/javascript"; scribd.async = true; scribd.src = "http://www.scribd.com/javascripts/embed_code/inject.js"; var s = document.getElementsByTagName("script")[0]; s.parentNode.insertBefore(scribd, [...]
Using a Template to Create a Project - Story From: The Suite Advantage
When a Project Template is created from a Finished Project you always provide a Project Start Date. The Project Start Date is NOT the date of the first Project Task.
When you create and use a Project Template you always need to define a Project Start Date that is relative to the finishined project’s time frame. [...]
Projects – Controlling who has Read/Write access - Story From: The Suite Advantage
Projects can be controlled by the creating user to control who has:
Read Access Write Capability Admin – Who can change the AccessClick the green icon next to the Project name to see choices, among which is “Access”
If a Project is setup for a User to only have Read Access the Project will be displayed with a message:
[...]
Screenshot walkthrough: Try our web service API without programming - Story From: The Suite Advantage
EBSuite offer an extensive collection of web service APIs that cover all major entity types. Want to give it a try without worrying about programming language? the soapUI is an excellent tool to do that.
Click here for a screenshot walkthough of using SoapUI to call our [...]
Create a Project from a Template - Story From: The Suite Advantage
Well, not so fast. Creating a Project from a Template is great way to keep your projects tight and complete, but first you have to create a Project Template.
A Project Template is just a finished project from which a Project Template is cloned. The Project Template will have the same steps and, if you want the [...]
Linking Files to Contacts – Of course EBSuite does it 2X Better - Story From: The Suite Advantage
You can store files in EBSuite either in a File Repository or associate the files directly with, say, an Opportunity. The new widget field allow you to capture and relate all the files you want, plus view the file list from either the Opportunity or the File Repository.
You can also upload multiple files at one time [...]
