Game Changing Platform for Tour Business
Updated April 27, 2018
Game Changing Platform for Tour Business
Overall Satisfaction with Quick Base
We use Quick Base as our CRM, customer support and invoicing. Basically, the entire business process is conducted within Quick Base. That has been the aim over the past 3 years. It has taken our business completely off spreadsheets in the sense of manual creation. We also have completely automated our invoicing process within the last 6 months.
- Cloud based access gives the ability for all team members to view real time from anywhere.
- Ease of use and replicate-able so that training is easy with full accountability.
- Relationship based flow so entry is kept to a minimum. No more double or triple entry.
- Import feature that allows you to enter hundreds of line items at once rather than one at a time. which is based on internet speeds.
- Only the platform for typical business usage. Many needed items are not native, meaning you have to use outside resources in order to complete certain automation or added features.
- Ability to make copy of forms from 1 app to the next. I may create a app that functions differently from the other but can use a particular form that works well in another.
I am the app builder for our company. App building has become a simple task after years of being in the system and understanding how things trigger. Over the last 6 months, I had created an application that ran an entire roll-off business for hurricane relief efforts. It handled order entry to invoicing and took about a day to create, with updates and modifications made over a few weeks to meet production standards. Very easy to make changes and at the drop of a dime.
Quick Base was already adopted before my tenure began. It wasn't being used to the full capabilities and figured if we were paying for it we might as well use it correctly. I got educated and began utilizing the many features to improve our business process and efficiencies. We had many other off the shelf products that didn't fully meet our needs or had way too many bells and whistles. Quick Base has really pressed our company to be a leader in the industry.
Someone that has never been acquainted with a relationship driven software would have great difficulty grasping the concept. It was very stressful learning the system when first introduced. There wasn't a lot of training available 4 years ago. Now there is an ample amount. I think today it would be much easier to create an application fresh into the game and would actually be a great training method for new employees to get acquainted with the system.
- Building and deploying business applications faster
- Improving our ability to drive insights from our data
- Improving collaboration across one or more teams
- Solving a specific business challenge
- Building and deploying an application (or multiple applications) that meets our exact needs
We have been successful completing these tasks and continue to modify and update to meet the changing needs of all our client's and future client's. We are always looking for ways to be better at providing the best customer experience and drive innovation. Also, Quick Base is continually making updates that we are keeping up with to modify our application to press forward into a more technology driven market.
We have recently changed our name due to an acquisition. Quick Base provides the ease of changing the names with a single entry. You choose the name throughout the app to change and enter the new name. Whether it's 5 or 500 it changes the particular name throughout. This saves countless minutes or hours.
Using Quick Base
3 - Accounting, client relations manager, sales, content management, c suite.
1 - Someone who has long term experience. Enthusiastic about getting things done and making peoples lives easier. Self teaching ability, but never hesitating to reach out to other users in the community for help.
- Data management
- invoice automation
- customer ticket tracking
- connecting all apps for single point of entry
- connecting 5 apps to a single engine that runs them all
- connecting to QuickBooks thru workato to automate the entire invoice process
- built in calculators
- Automate our audting
- logistic support for construction clients
- lead generation
- marketing
- Had a return in 2017 of over $100k
- cut out multiple users in our invoicing process, 1 executive included
Evaluating Quick Base and Competitors
- Product Features
- Product Usability
- Prior Experience with the Product
- Existing Relationship with the Vendor
We needed at platform that provide scalabilty and longevity. Someone who will be in the game for the lifetime of our business. Quick Base is that company. They started being an Intuit company, and then later bought by a large firm that has and is investing millions of dollars. This has shown in the past year and the releases each month keep adding to the functionality and overall native structure to the program. Running our entire business on the platform shows the trust we put into Quick Base.
I wouldst change anything. We had a couple other products on the shelf that I tested. One had a longer history but didn't have the opportunity for change, which is what our industry constantly requires.
Quick Base Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Using Quick Base
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using | None |
- building apps
- automating functions
- using formulas to auto populate fields
- user management
- user interface set-up
- billing and account management
- integrating with different platforms
- using certain fields that require api
- creating api forms for url buttons
Yes, but I don't use it