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I purchased your program last month. I have to take the time to write and let you know what an amazing job you have done in putting this program together.

Every day I laugh thinking... this is beautiful...why didn't I do this sooner! It has inspired me to work harder, do a better job of managing my clients, and in finding new business. I look forward to opening this program each day.

So a BIG THANK YOU TO BIGCONTACTS for a job well done!!! Please pass this along to all that have put their hard work into developing this program.

Michael S.
 
Los Angeles, CA
Insurance, Financial Planning
The support at BigContacts is far superior to any other web service I have used, including SalesForce.com. Not only are they friendly and professional, their response time has been amazing.

Ray T.
Vancouver, BC
Business Consultant

  Overall, Big Contacts is the best solution I have found in many years. You can use it at a basic level or enhanced to meet your needs. Beginning users need not fear - it will be surprisingly easy to use. Advanced users can feel comfortable that it can meet your comprehensive requirements. The value in this product is excellent.

Lisa M.
Chandler, AZ
Accounting-Business Consultant

Big Contacts has made us better. I have been a user of Big Contacts coming up on two years (July 2008). And though it took real effort for me to break-away from a stand alone version of ACT, I'm glad I've made the move to a web-based CRM...

Daniel M.
Salt Lake City, UT
Mortgage Broker

We love Big Contacts. Easy to use, economical and provides everything we need to schedule follow-ups and communicate with customers. Auto-pilot campaigns allow us to stay in touch with clients behind the scenes, and email templates provide me with a way to ensure my sales people are sending effective and professional communication in an incredibly time-efficient fashion. Before finding Big Contacts, we looked at virtually every contact management system we could find and had just about given up because we didn't like any of them. Our IT dept was going to have to build one in-house. Big Contacts is what we'd have built if we'd done it ourselves, only much better

Brian G.
San Diego, CA
Sports Coaching Services
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CRM Best Practices: Creating a shortcut on your iPad

  
  
  
  
  
  
Over the years we have found that there are certain questions that we get asked over and over again.  One of the things we have done to address some of these common and very important questions is to develop a complete support library of articles and videos to answer some of these important and frequently asked questions.

 For those of you that have not had a chance to visit this library, you can find it in one of two ways.

  1. While logged in to in your BigContacts account you can click on the "support" tab and in here you can browse the various categories within the support library or search by keyword to find what you're looking for. 
     
  2. If you are not logged into your BigContacts account or do not yet have a BigContacts account you can CLICK HERE to visit our support library directly.
In addition to this library, I decided to start a Web based CRM "best practices" series of blog posts. The goal of this series is to periodically post key tips and techniques that you can use as a best practice with our CRM system. It is my hope that through this series we can help you maximize the benefit of the BigContacts platform within your business.

Web-based CRM software is a very important and powerful software that should be implemented within any business.  We realize that, like any tool, we need to help our customers learn how to best use this very important tool.  

I hope that you will find these posts very useful and want to encourage you to comment and provide any feedback and ideas on what you would like to see discussed. Together with your input and our insights… I am confident that we can help you to maximize the value of BigContacts platform and make a real difference in your business.

Today's CRM tip/technique

To kick this series off I thought I would start with a simple yet very useful tip for those that use an iPad. As you may know, BigContacts has an iPhone app that gives you access to some of the core functionality of our system. This app is free and can be found in the app store.

Often times we are asked if we have an iPad app as well. We chose not to develop an iPad app because our full BigContacts application works great and displays very nicely on the iPad. Being able to access the full application on your iPad gives you all of the functionality of BigContacts and does not limit you in any way like a traditional app would.  The only real downside is that you have to go through a few steps to get to the site and get logged in to your account. It is not as quick and easy as clicking an icon on your iPad screen that will instantly open your app for you… or is it?

Great news! You can in fact create your own "app like" button on the home screen of your iPad.  There are a few simple one-time steps that you can take to create a button that will take you directly to your BigContacts login page. Below I will show you the steps along with screenshots to help you set up a quick and easy link to your BigContacts application right from your iPad home screen.  

Step 1
You will want to open your Safari browser and go to the BigContacts website at www.BigContacts.com.  Once the BigContacts website opens you will want to click on the "account login" link in the upper right-hand corner of the screen.

BigContacts Login


Step 2
After you click on this "account login" link you will be brought to the main BigContacts login page. Here you will want to click on the button that corresponds to your system. For example, if you are on the main BigContacts system you will click on the blue button to the left. 

BigContacts Login


Step 3
Here you'll see the familiar login screen for your BigContacts account. This is the screen that we are going to turn into a direct link under a button on your home screen.

 BigContacts Login


Step 4
Now that you are on the login screen you're ready for your final step. Below are two screenshots that will show you where and how to add this as a button to your home screen. 

Bookmark BigContacts on your iPad

Bookmark BigContacts on your iPad

Now that you have created your bookmark icon, you will see your button for direct access to your login page for your BigContacts account. You now have one step access your login page and you are ready to go!


BigContacts Icon on your iPad home screen

I hope that did you find this tip to be very helpful and a big timesaver.  

I encourage you to post comments here and ideas for the best practices that you would like to dive into and learn more about. Look for more great tips and ideas to come.

Comments

This is great....now how do we get it on our desktop computer?
Posted @ Wednesday, July 04, 2012 11:55 AM by Terri Matheis
Terri, 
 
For some reason it does not appear that our reply back to you was ever received. I wanted to make sure and post this link here for you as this will show you how to create a shortcut for your BigContacts CRM account directly on your desktop as well. 
 
http://www.bigcontacts.com/news/bid/89504/BigContacts-CRM-Tip-Create-a-shortcut-to-BigContacts-on-your-desktop
Posted @ Saturday, January 19, 2013 5:01 PM by Bob Walton
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