Free QuickBase App Templates (also, A Look at Salesforce News)
If your company is using QuickBase, you probably know why it was initially needed. The requirement might have been for project management, sales tracking, or something else.
A happy moment for many QuickBase users comes when they realize that for no additional cash, their subscription gives them access to dozens of free application templates. Whatever you are doing now with QuickBase, chances are you can do even more to streamline your enterprise (or simply improve your life) at no extra cost.
Templates made by both Intuit and by members of the QuickBase community can be valuable in extending QuickBase’s functionality. Any template can be installed with the click of a button! Even if you’re an experienced QuickBase user, it can’t hurt to look at the options available in the template gallery. You might discover something you never knew you needed.
Here’s a brief introduction to some of the template categories available.
Customer Support: You may be tracking sales in QuickBase, but have you ever thought about using it as a platform to reach out to the customers themselves? This category includes templates for applications that conduct surveys, run support forums, and more.
Marketing: Develop press releases, manage communication materials, and plan conferences and other special events with the templates available in this category.
Information Technology: A variety of templates are available to make tech support simple. Track bugs, handle support requests, and more with these applications.
Make It Personal: You might as well put the corporate QuickBase subscription to work for you as well; there’s no extra cost involved. The business-meets-pleasure category includes templates as diverse as a calorie tracker, a movie review database, and a wine cellar manager.
Best of the Rest: What about a log for keeping track of vehicle maintenance and repair? The range of available templates will surprise you, and maybe you’ll find exactly what you need.
How do you get started? It’s easy. After logging in, click on the orange “Intuit QuickBase” in the top left corner of the screen. Then click on the big green “Create a new application” button in the top left-center of the screen (if you don’t have that button, it means you do not have permission to create a new application. Talk to your Account Administrator). Then click on the “Templates” tab. You’re off into a world of variety in available templates.
If you notice any glaring voids in the selection of templates — or you think others might have a use for your awesome personal customized application — then you can submit it to the template gallery yourself. Have you put any of these templates to work? Discovered any hidden gems? Let us know!
Happy clicking,
Eric Segal
The Data Collaborative
Is QuickBooks Going Steady with Salesforce?
Did you catch the announcement that Intuit and Salesforce are joining forces to provide CRM (Customer Relationship Management) for QuickBooks by linking QuickBooks to Salesforce? That’s nice, but what about QuickBase?
I write about this quirky announcement and forecast its implications for QuickBase in a post in Data Collaborative’s QuickBase News blog, available on our QuickBase page.
Tags: crm, customer support, free, information technology, intuit, marketing, QuickBase, quickbooks, salesforce, templates