Quick Base is Key in Company Communication and Data Review
Updated April 27, 2018
Quick Base is Key in Company Communication and Data Review
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Quick Base
Quick Base is currently being used by multiple departments in the company for different use cases, from tracking marketing activities and budget, sales opportunities, and our main CMS. Quick Base allows us to customize the system to our culture and processes and is fast and easy to update when new processes are in place.
Pros
- Easy to build fields and forms for a customized user experience, based on their role.
- Ability to create conditions to streamline and automate complex processes.
- There are so many options to create reports, which is useful to only share the information a group needs to view, instead of having them sift through a huge report.
Cons
- Additional functionality in the Dynamic Form Rules to include the ability to create an action or condition based on if a date falls into a quarter or year, instead of an actual date.
- Ability to colorize/highlight Sections and/or individual fields to correspond with internal processes or to call out a field even more that is required.
- We hide tables to simplify the navigation, however, we still need access to reports based on that table. Would be helpful if there was a master report section that accessed all reports available to that role, even if a table is hidden.
Not applicable. I have not used any other programs that compare to Quick Base.
Using Quick Base
70 - Our user base is across the company, from Sales, Marketing, Professional Services, and Finance. We are in the planning phase to expand it to other departments.
4 - The in-house support skill set is from beginner to intermediate. This team works together to verify what changes need to be made and for most edits, the internal team is able to make those happen.
- Tracking sales and customer information
- Project and budget management for Marketing
- Tracking certifications
- Creation of dashboards for visibility into data across the realm
- Create P/L reports for the Finance department to review at anytime
- Connect Sales and Marketing apps for cross-relationship reporting
- Track documentation requests to execution
- Integration with 3rd party platforms that other departments use to streamline data flow and communication
- Build our own project management system that is tailored to our processes, instead of using a 3rd party application
- Create a customer portal
- It has simplified reporting to only the data needed for certain roles
- Ability to search historical data to help in future decision making
Evaluating Quick Base and Competitors
Yes - ConnectWise. That program did not have the flexibility management needed for the type of data and reports they wanted.
- Price
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
- Positive Sales Experience with the Vendor
I cannot, as I was not involved with that process.
Unknown, as I am not involved in that process.
Quick Base Implementation
- Implemented in-house
- Learning curve
- Not having a clear plan before building
- Not enough user testing
Quick Base Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Every time I submit a support ticket and when I was at Empower last year. At Empower, I had a few moments between sessions and asked if they had any openings. They didn't, but one of the reps overheard my question and offered to help me until his next appointment arrived. We quickly when through my questions and he set up a test app with the functionality I was inquiring about, so I could reference when I was back in the office. It was very helpful and truly appreciated!
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 Familiar | None |
- Adding fields
- Creating table-to-table relationship or cross-relationships
- Creating reports
- Dynamic Form Rules: Unable to create the conditions and actions needed, or the logic is different than what you thought to make it happen
- Ability to manage reports by user (i.e. review reports - public and private - created by a former employee to verify it is still needed)
- Creating complex formulas to get desired data
Yes - I've used it a few times, but I usually go into the full site mode to see the info needed. As a company, we need to optimize our forms for mobile usage, which will make the mobile experience better.
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