Why EBSuite? Our FAQ

Listed below is our response to Frequently Asked Questions (FAQ) by our customers.

Q. What is EBSuite CRM?

EBSuite's CRM is a set of integrated modular applications that share a common customer contact history database. Each module is a stand-alone robust application that may be used independently or together to automate your entire business. Software and service with all the features, not advanced editions as an upsell path, CRM on demand, PDA, offline and sync to Microsoft's Outlook, included.

Q. Why should I use EBSuite CRM?

Our integrated modular application approach allows our customers to purchase only the software they require. Our customers save money they only purchase what they need. Easy to learn and use, their users only have to learn one application and won't get lost in software that's unfamiliar. Feature rich applications that automate your business, by building each module with features not found in other CRM applications.

Q. Who should use EBSuite CRM?

Any small or medium business that is planning to grow or enterprise departments looking for a competitive edge (for example, FranklinCovey, Alcatel or International AutoSource). Our CRM will automate and streamline any business. For example, sales managers will get the most out of their team using our Sales Step Builder, it lets you design and automate each step in your sales process. Or customer support managers will deliver superior customer service with automated customer case email and self-service web portal.

Q. How much does it cost?

Far less than any other on demand CRM solution, including free offers like SugarCRM or FreeCRM. Since we are modular, you only buy the software you need. As your business grows, we offer discounts as you purchase more licenses. Unlike our competitors that lead you in with an initial low price and later the price sky rockets as your business grows or usage changes, with EBSuite everything is included in one price: CRM on demand, PDA, offline and sync to Microsoft's Outlook.

Q. Is EBSuite easy to set up?

Yes, all customization is point-n-click. We offer free company administrator training to get you going in 24 hours or less. Users may personalize their experience with a full set of personal setup options.

Q. Is training included in your service?

Our experience has shown that "getting started with something new" can be difficult. That's why, we offer each company's administrator personal one-on-one training and setup to get you started in hours not days or weeks. EBSuite's Online / Offline User Guides explain every feature step-by-step in each module (.PDF format). Or our interactive Flash Tutorials present each feature to you as a short on-screen video.

Q. Can I customize EBSuite?

Yes, we offer more customization than other CRMs. Our Role based customization enables a unique experience for each user or a company-wide view as a standard starting point for your team. Our custom fields empower you to capture most types of information and some you may not have thought of, like web/file URL's, multiple select drop down boxes, calculate, dates, numbers and string fields.

Q. Can it be integrated to the existing system?

Yes, using our Web Services API, you may exchange and link to your other systems. Some CRM vendors try and market Web Services as their idea and strategy, then they give it a cute name like "Appexchange". However, Web Services is an industry standard to communicate between applications. Our customers have been using our API for over four years. So, whether you would like to connect to large systems, like PeopleSoft, Oracle Financials, or Telephony systems, ERP systems or custom application your company developed, it's not a problem.

Q. Does EBSuite need maintenance and how often?

No, we take care of all the worries, with data back-up and system monitoring staffed 24x7x365 in our state of the art secure data center.

Q. Can I control the user's access to information? How about other managers?

Yes, you may configure access to information for each user and their role. For example, a sales manager may view only the records for their sales team.

Q. Is training included in your service?

Yes we offer each company's administrator personal one-on-one training and setup to get you started in hours not days or weeks. Our customer support representatives are available online or by telephone. If you prefer contact by telephone, please call customer service at 1-888-CRM-EBS0 option#2 (1-888-276-3270) from 10:00 a.m. to 9 p.m., Eastern Standard Time, Monday-Friday (except for statutory holidays).

Q. Do we offer volume price discounts?

Yes, we are one of the only CRM vendors to offer price discounts as your business grows.

Q. Can I import from Outlook, ACT!?

Yes, we have a full set of data import wizards to guide you each step of the import process.

Q. Are there any storage limits?

There are no storage limits, however there is a file size limit for each file.

Q. Can I use my Apple iPhone?

Yes, we have a special mobile interface for the Apple iPhone. Its our 2nd mobile interface site, so users can access their information on either site. Here are EBSuite's mobile URLs:
EBSuite's PDA Mobile Access Site
EBSuite's Apple iPhone Mobile Access Site