http://heap.wbpsystems.com/ en-us We'e here to help you get up to speed with heap! Each video is a quick tutorial of a key feature in the Heap CRM. http://www.wbpsystems.com/podcastfiles/video.png http://heap.wbpsystems.com/ 60 Business Technology Software How-To clean WBP SYSTEMS We'e here to help you get up to speed with heap! Each video is a quick tutorial of a key feature in the Heap CRM. We'e here to help you get up to speed with heap! Each video is a quick tutorial of a key feature in the Heap CRM. business, software, CRM, customer relationships management, technology, wbp systems, ben smith, simple solutions, simple, heap, help, video Ben Smith ben@wbpsystems.com http://heap.wbpsystems.com/ http://heap.wbpsystems.com/heap_intro_2010.mp4 Sun, 10 Jan 2010 08:00:00 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:07:34 Get to know Heap CRM, the online customer relationship tool designed for small business. Get to know Heap CRM, the online customer relationship tool designed for small business. In this video we cover the basics of Heap including: * The Dashboard * Messages * Events * People (Contacts) * Prospects (Leads, Opportunities, Customers and Archives) * Automation (Event Templates, E-Mail Templates and using events to do things) business, software, CRM, customer relationships management, technology, wbp systems http://heap.wbpsystems.com/ http://heap.wbpsystems.com/heapmobileinterface.mov Sat, 12 Sep 2009 12:59:00 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:01:10 The new offline interface for Heap CRM allows you to work anywhere you have your iPhone, iPod Touch or Android device. With its use of the new HTML5 standards your most important data as well as the application is stored directly on the device making it crazy fast. The new offline interface for Heap CRM allows you to work anywhere you have your iPhone, iPod Touch or Android device. With its use of the new HTML5 standards your most important data as well as the application is stored directly on the device making it crazy fast. Heap CRM, CRM, HTML5, iPhone, iPod Touch, Android http://heap.wbpsystems.com/ http://heap.wbpsystems.com/heap_notification.m4v Sun, 14 June 2009 18:30:00 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:02:12 In this video we cover the main ways you can be alerted of activity in Heap CRM In this video we cover the main ways you can be alerted of activity in Heap CRM Heap CRM, Notification, E-Mail Alerts, Dashboard, RSS, Google Gadget http://heap.wbpsystems.com/ http://heap.wbpsystems.com/hm09.m4v Mon, 9 March 2009 16:30:00 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:01:31 New features include: Merge to Google Docs, Copy Events and Enhanced Round Trip Searching New features include: Merge to Google Docs, Copy Events and Enhanced Round Trip Searching Google Docs, Copy Events, Round Trip Search, CRM, customer relationships management, software, wbp systems,simple, heap, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/NewDashboard-desktop.m4v Wed, 7 Jan 2009 20:30:00 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:02:22 Review of new Heap Dashboard Review of new Heap Dashboard dashboard, CRM, customer relationships management, software, wbp systems,simple, heap, video http://heap.wbpsystems.com/google.php http://heap.wbpsystems.com/Google-desktop.m4v Sat, 22 Nov 2008 19:30:00 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:01:01 Heap CRM and Gmail: In addition to the standard e-mail integration available to all e-mail users, Gmail (and Google Apps) users have bidirectional contact integration. Heap CRM and Google Docs: Just like normal files, you can attach Google Docs to your messages. However, once you setup the link to Google, you can also view any office document in Docs. So, regardless of the computer or device you happen to be using, you will always be able to view your files in Heap. Heap CRM and Gmail: In addition to the standard e-mail integration available to all e-mail users, Gmail (and Google Apps) users have bidirectional contact integration. Heap CRM and Google Docs: Just like normal files, you can attach Google Docs to your messages. However, once you setup the link to Google, you can also view any office document in Docs. So, regardless of the computer or device you happen to be using, you will always be able to view your files in Heap. Google Docs, Google Contacts, Sync, CRM, customer relationships management, software, wbp systems,simple, heap, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/search_introduction.mp4 Wed, 27 Feb 2008 17:30:00 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:01:03 New video for the Find: Anything page New video for the Find: Anything page find anything, search by category, search by association, search by tag, CRM, customer relationships management, software, wbp systems,simple, heap, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/feb21.mov Thu, 21 Feb 2008 13:30:00 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:02:32 Enhanced Reports, E-Mail Drawer and Saving Search Results to Categories Enhanced Reports, E-Mail Drawer and Saving Search Results to Categories enhanced reports, e-mail drawer, saved search results, CRM, customer relationships management, software, wbp systems,simple, heap, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/followupevents.mp4 Sun, 9 Sep 2007 13:30:00 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:02:42 Do you need to follow-up on a message? Try the new follow-up events. Need to send messages on a schedule? Try the new timed E-Mails. Do you need to follow-up on a message? Try the new follow-up events. Need to send messages on a schedule? Try the new timed E-Mails. follow-up, followup, event, calendar, messages, drip, e-mail, email, CRM, customer relationships management, software, wbp systems,simple, heap, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/igoogle.mp4 Wed, 18 July 2007 17:00:43 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:02:50 A quick introduction to iGoogle and why you might want to use it; followed by a tour of the Heap CRM Google Gadget. A quick introduction to iGoogle and why you might want to use it; followed by a tour of the Heap CRM Google Gadget. iGoogle, Google, Gadget, business, software, CRM, customer relationships management, technology, wbp systems,simple, heap, help, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/july.mov Mon, 09 July 2007 19:00:43 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:03:41 A wrap up of the new enhancements in Heap CRM in the last month. These include: QuickView, List View, the iPhone interface, Exporting Search Results, the Enhanced Person Page, QuickSilver Integration, Complete RSS, and Complete iCal QA wrap up of the new enhancements in Heap CRM in the last month. These include: QuickView, List View, the iPhone interface, Exporting Search Results, the Enhanced Person Page, QuickSilver Integration, Complete RSS, and Complete iCal quicksilver, iphone, business, software, CRM, customer relationships management, technology, wbp systems,simple, heap, help, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/sendemail-search-widget.mov Mon, 11 June 2007 16:00:43 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:04:23 Quickly learn to send email, do sounds like searching, searching from email and use the new Mac OS X Widget. Quickly learn to send email, do sounds like searching, searching from email and use the new Mac OS X Widget. business, software, CRM, customer relationships management, technology, wbp systems, ben smith, simple solutions, simple, heap, help, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/emailappletv.m4v Thu, 25 April 2007 16:00:43 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:02:36 E-Mail integration has been enhanced a great deal. You can now create events, messages and prospects directly from your E-Mail account. Additionally, if you have an IMAP or POP3 account, you can import messages directly in Heap. E-Mail integration has been enhanced a great deal. You can now create events, messages and prospects directly from your E-Mail account. Additionally, if you have an IMAP or POP3 account, you can import messages directly in Heap. business, software, CRM, customer relationships management, technology, wbp systems, ben smith, simple solutions, simple, heap, help, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/update.mov Thu, 19 April 2007 13:00:43 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:03:12 A quick look at the new features in Heap CRM including: *Drag and Drop Calendars *Calendar Check-off *More Exporting *And More... A quick look at the new features in Heap CRM including: *Drag and Drop Calendars *Calendar Check-off *More Exporting *And More... business, software, CRM, customer relationships management, technology, wbp systems, ben smith, simple solutions, simple, heap, help, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/search.mov Fri, 13 April 2007 11:00:43 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:01:52 Search is extremely powerful. Not only does it search everything, but you can set ranges for probabilities and values. Search is extremely powerful. Not only does it search everything, but you can set ranges for probabilities and values. business, software, CRM, customer relationships management, technology, wbp systems, ben smith, simple solutions, simple, heap, help, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/CSV.mov Fri, 13 April 2007 10:00:43 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:03:29 Getting your data in and out of heap is a snap with comma separated files (CSV). Getting your data in and out of heap is a snap with comma separated files (CSV). business, software, CRM, customer relationships management, technology, wbp systems, ben smith, simple solutions, simple, heap, help, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/category.mov Tue, 10 April 2007 13:00:43 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:02:18 Dive deep into the most powerful feature of heap. With categories you can create detailed reports, find data faster and assist you with your business. Dive deep into the most powerful feature of heap. With categories you can create detailed reports, find data faster and assist you with your business. business, software, CRM, customer relationships management, technology, wbp systems, ben smith, simple solutions, simple, heap, help, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/icalendar.mov Tue, 10 April 2007 12:00:43 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:02:44 View your valuable calendar data in Outlook 2007 or in Apple iCal. ICalendar is more then just exporting, it's syncing. When you make a change in heap you automatically see that change in Outlook or Apple iCal. View your valuable calendar data in Outlook 2007 or in Apple iCal. ICalendar is more then just exporting, it's syncing. When you make a change in heap you automatically see that change in Outlook or Apple iCal. business, software, CRM, customer relationships management, technology, wbp systems, ben smith, simple solutions, simple, heap, help, video http://heap.wbpsystems.com/ http://heap.wbpsystems.com/rss.mov Tue, 10 April 2007 10:00:43 -0800 Technology ben@wbpsystems.com (Ben Smith) no Ben Smith 00:03:21 Keep up to date with really simple syndication (RSS). With RSS you can stay up-to-date with messages and comments without evening having to visit your heap account. Keep up to date with really simple syndication (RSS). With RSS you can stay up-to-date with messages and comments without evening having to visit your heap account. business, software, CRM, customer relationships management, technology, wbp systems, ben smith, simple solutions, simple, heap, help, video