BLOG. SMART PRACTICAL BUSINESS ADVICE

Get More From Your Data With Smart Lists

Smart Lists let you create a complex search across your entire customer database, then save that search for 1-click access.  As your data changes over time, the Smart Lists also automatically updates.  We show you how to slice and dice your database to create marketing lists and more.

As a growing business owner, are you getting the most of your data?

One of the major benefits of WORK[etc] is that your CRM, Projects and Billing data is contained inside a single platform. With all of your small business CRM data inside one application, you can create powerful reports without the need to swivel chair between multiple IT systems.  With this in mind, we created the Smart Lists feature that allows you to slice and dice your data to generate real-time reports and lists of information that are meaningful to you.

Smart Lists let you create complex searches using multiple variables and save them on one page.  You can share these search results with your colleagues and enjoy updates in real time as your data changes.  The following examples are just a few of the many ways Smart Lists can bring valuable insights to your business.

Smart Lists for Sales CRM

Smart Lists are a great tool for the savvy sales rep.  With the capability to report on Contacts, Companies and Leads, it’s simple to create meaningful sales reports in minutes without the need to resort to exports from multiple systems and playing with data in Excel spreadsheets.

Let’s take a look at Sarah, the West Coast sales rep for a software company.  Sarah’s interested in creating a list of her most important clients to follow up on.  Using Smart Lists, in a few clicks, Sarah can get a list of:

  • All clients in California and Washington
  • With active leads
  • Where the customer is tagged as High Priority

Sales_Big

After the Smart List is created, Sarah can run this report on demand to get a great list of customers she needs to focus on.

Smart Lists for Projects

Smart Lists are a great way to report across multiple Projects giving you the ability to stay on top of trouble areas before they become big problems.

Tom is the Senior Partner of a law firm.  As Senior Partner, Tom doesn’t work directly on cases, but often wants to check on the status of cases for his three major clients.  Using Smart Lists he could create a report for

  • His three major clients
  • With High Priority ToDos that are overdue
  • Sorted by Task Owner(s)

projects_big

Using the report results, Tom knows exactly which tasks are late and can follow up with the overdue task owners to find out the cause of the delay.

Smart Lists for Customer Support

Actively managing support cases is an important part of ensuring customer satisfaction.  Smart Lists are a great way to mine your Support Cases enabling proactive management of your customer needs.

DreamIT Inc. makes custom servers for clients in the US and Canada.  The Customer Service Manager Brian thinks he’s spotted a disturbing trend with power supplies from a specific vendor over the last few months.  Brian created the following Smart List report to confirm his suspicions:

  • All Support Cases with
  • Customers who purchased the particular server product
  • Supplied by the suspect supplier
  • Purchased in the last six months

Using this data, Brian can make an informed decision on whether there needs to be an investigation on this particular supplier.  The ability to report across Support Cases and purchase history show you how WORK[etc] brings the power of combined web based CRM for billing and help desk software.

Support_Big

As illustrated by the examples above, Smart Lists are an extremely flexible tool that lets you report on a variety of object types including Contacts, Support Cases, Invoices, Projects and even Tags and Custom Fields.  Smart Lists are a great way to get quick insights for your business, on demand.

Is your company using Smart Lists in an interesting way?  Be sure to Like, Share and Tweet this post and share with us how Smart Lists are helping you get more from your data.

See all

Featured Posts

Tools of the Trade: What Makes a Good Business Management Platform?

When I started my first content marketing business I had a very basic idea of what I needed to do: find a customer, do work for them, get paid. That was it. Once I was busy and in business, I realized that I had missed a few important steps. I had to come to grips […]

4 Time-Saving WORKetc Tricks for Power Users

Every minute and second you save, every dollar and cent that you bill—everything counts when you’re running a small business. This is a lesson every entrepreneur needs to learn quickly if they want to stay in business. WORKetc already helps streamline business processes and workflows by integrating CRM, projects, billing, support, and more into one […]

CRM with Billing: Big Efficiencies That Mean Money

The growing use of customer relationship management (CRM) tools by businesses big and small has created a cliche for the digital age: if you want your business to succeed, you’re going to need a CRM. As banal as it is, that statement rings true. Relationships with your customers are crucial, and the tool you use […]

Managing the Messes and Insanity of IT Support

Randy Bryan isn’t your typical IT person. Sure, he’s a tech-head through and through, but the journey he took to become who he is now—the big boss at San Marcos, Texas-based IT firm tekRESCUE—isn’t as straightforward as the average IT guy’s. “I’ve always been a tech person for as long as I can remember,” he […]

Writing Emails That Get You Paid on Time

There are two things every small business owner wants: Provide great products and services to their customers. Get paid on time. You can do both with WORKetc. We’ve even covered how to design an invoice that helps you do the latter, and today we’re going over a few of those tips again. Not in the […]

Running Four Brands on One Business Management App? Here’s How

Entrepreneur, consultant, speaker, podcast host—Donna Grindle wears many hats in her day to day life. Add to that the fact that she owns and runs multiple brands and you have one busy business owner. “I’m a serial entrepreneur,” she proudly proclaims. “I just can’t help myself.” She traces the origins of her entrepreneurial streak to […]