Delivering Superior Customer Service with QuickBase - View Now
An introduction to two new, ready-made Customer Service applications - QuickBase Support Customer and QuickBase Support Knowledge Base.
Learn how these applications can be used to manage your customer service requests and how to best tap into the critical information needed to run an effective support organization.
Together, these two new applications will help:
• Increase customer service effectiveness.
• Inform managers of latest updates.
• Decrease the miscommunication of customer issues.
• Identify problem trends to take action.
• Manage escalations and flag customer severity.
• Provide access to important company knowledge with an easy-to-use knowledge base.
• Structure the writing, approval and organization of knowledge base articles.
• Allow customers to search, find and then comment on knowledge base articles.
• Track and report on customer feedback.
• Keep your knowledge fresh.
Best Practices for Managing Your Workflow with QuickBase - View Now
Are you looking for a more efficient way to manage your workflow? QuickBase enables your team to work together better, faster, and smarter.
Listen to this session to learn the best ways to use QuickBase to:
• Build forms that will make it easier for your team to follow your process.
• Automate emails so the right information is sent to the right people at the right time.
• Report on any aspect of your processes in real time.
• Empower your co-workers, partners, and clients to work together over the Web.
*Intended for new QuickBase prospects and customers
Learn How To Use QuickBase To Manage
Your Projects - View Now
This demonstration will help prospects and trial users get a more in-depth understanding of the features and functions available in QuickBase.
• Creating QuickBase Project Management applications.
• Navigating and personalizing application dashboards for your users.
• Modifying QuickBase forms to capture your project information.
• Reporting on project data.
• Automating key communications.
• Managing users.
* Not intended for advanced QuickBase users.
Fall Release: New Features and Functionality - View Now
Come and learn how to use the latest product features of QuickBase to:
-Improve team workflow.
-Convert a spreadsheet to an online application.
-Share your online contacts and meetings with team members.
-Get interactive reports of your data.
Join us if you are looking for a Web-based solution to manage workflow, interested in learning about what QuickBase is, or currently in a trial, looking for additional product info.
*Not intended for advanced QuickBase users.
Sales Force Automation: Getting the Visibility and Results - View Now
Is your sales group looking for quick answers to bottom line, mission critical questions?
Jim Sullivan, an Application Specialist at QuickBase created a large scale, out-of-the-box QuickBase application that customers are now using to manage many different aspects of their sales organization. This application offers 120 pre-built Views, providing immediate access to address typically hard-to-answer sales questions.
Learn how Jim’s application can get you the answers your sales group needs.
QuickBase 101 Introduction - View Now
During this introduction to QuickBase, you will learn how to create a QuickBase application and see how QuickBase ticks.
In addition, you will learn how to add and edit fields, forms, views, roles, users and notifications.
Making the most of your QuickBase Sales Management evaluation - View Now
Listen to this session to learn how to make the most out of your QuickBase for Sales Management evaluation. This session's topics address:
• Evaluating QuickBase for Sales Management - the key stages - from trial to rollout and beyond.
• Capturing the 'needs and wants' of your team.
• Building a 'learning loop' to accelerate value.
• Lowering risk and improving results when rolling out a Sales Management application.
• Knowing your team’s processes to help ease adoption.
* Ideal for prospects and those new to QuickBase.
Start Managing Your Projects with QuickBase - View Now
This 40-minute demonstration will cover:
• Creating QuickBase Project Management applications.
• Navigating and personalizing application dashboards for your users.
• Modifying task entry forms.
• Reporting on projects.
• Automating key communications.
• Managing users.
• Making the most of your QuickBase evaluation.
* Not intended for advanced QuickBase users.
Need to manage over 9000 supply chain requests in a year? Got QuickBase? -View Now (The use of headphones is necessary to hear this recording, as the audio is very low.)
Intuit’s Supply Chain group manages requests to add or change offers and product SKUs across manufacturing, supply chain, and financial systems.
In their search for a more efficient, automated solution, the team had considered various product lifecycle and supply chain tools. QuickBase was the one option that allowed the team to stick with their process and automate it.
In this session, Brandon and Clint will cover:
· Intuit’s Supply Chain request process and the automation solutions considered
· Supply chain request automation via QuickBase from the supply chain and partner perspective
· Added QuickBase advantages: roles, email automation, reporting
· Live demonstration of the Supply Chain request QuickBase
* Perfect for those new to and existing QuickBase users.
Getting Started with QuickBase for Project Management - View Now
This 40-minute demonstration covers:
• Creating your applications directly from MS Project.
• Managing multiple MS Project plans from one QuickBase.
• Synchronizing changes in QuickBase with your MS Project plans.
• Easily creating personalized dashboards for your users.
• Automating key communications to decrease your workload and keep your team focused.
* Not intended for advanced QuickBase users.
QuickBase Spring Release: New Features and Functionality - View Now
This 35-minute session will demonstrate the new release of QuickBase, followed by a live Q&A session. You will learn how QuickBase can:
• Help you manage and report on your processes better.
• Support your workflow to improve data accuracy.
• Give you and your team data visibility through highly personalized dashboards.
• Improve team communication with proactive notifications.
* Not intended for advanced QuickBase users.
QuickBase 101 for Sales Managers - View Now
This 30-minute session will serve as an introduction to QuickBase, the Web-based sales management solution from Intuit. You will see how you can quickly create a QuickBase sales management application and learn:
• How to get started using QuickBase for sales management.
• How to get the actionable reports that you need quickly.
• How to automate various e-mail notifications, reminders and more.
• How to easily add deal information and get real-time visibility into your pipeline.
• How to set roles, so sensitive deal information is protected.
• Best practices on managing a sales team with QuickBase.
* Not intended for advanced QuickBase users.
How Intuit Achieved Sarbanes-Oxley Compliance...No Heroics Required - View Now
PRESENTERS:
Mark Flournoy, CPA and Director of Internal Controls, Intuit
Jana Eggers, General Manager, Intuit
In this Webinar, Mark Flournoy, a CPA and Intuit's Director of Internal Controls will show you the QuickBase that he and the team's Project Coordinator, Amy Wiyninger, built -- with no engineering experience and no IT support.
You will learn how Intuit is using QuickBase for on-going SOX compliance, including: Project Planning and Forecasting, Certification Process and Process Owner Management, Risk Assessment Control Matrix and Testing, Control Deficiencies Management, Documentation Maintenance, and Internal and Audit Partner Workflow Management.
Running a Corporate Program Like a Business:
QuickBase & Intuit's Community Impact Program - View Now
PRESENTERS:
Jenna Mahina, We Care & Give Back Program Manager, Intuit
Jana Eggers, General Manager, Intuit QuickBase
Tracking Intuit's contributions to our various communities means tracking over 35% employee participation, over 17,0000 volunteer hours, over $180,000 in grants, over $1 million in donations and matching, and innumerable in-kind and product donations. Jenna Mahina, runs Intuit's We Care, Give Back Community Impact Program "like a business", which means with trackable processes, fast and accurate reporting, and most important, a clear view of accomplishments.
In this Webinar, Jenna will show how she runs the We Care, Give Back program using QuickBase to securely manage the program across over 20 local chairpersons, easily track employee volunteer hours and activities, quickly assess and approve non-profit grants and in-kind donations, accurately analyze impact across areas of focus and regularly provide necessary metrics to ensure we are meeting our goals. |
