Quickbase

Quickbase

Overview

Adding Quickbase to your business is a no-brainer when you think about it like adding 3 new team members all in one platform. Consider it like this: Quickbase gives you the infrastructure and storage services of a cloud-based provider, the legal knowledge of Processor as defined under GDPR, and an extra HIPAA-compliant Business Associate, all rolled into one user-friendly platform! The power of this single entity easily brings more innovation through citizen development and less stress with built-in governance and customizable administrative permissions.

With Quickbase’s low-code development, you can hand the creative power over to problem solvers with any technical background, even if there is none! With a variety of apps inside the platform only visible to whomever you choose, you can assign a collection of information to a user, which is connected to the whole process through automated workflows. That’s a fancy business way of saying getting your work done better and faster.

In plain terms, Quickbase is going to save you time, money, and maybe more importantly, energy! Hand the power over to your team and free yourself up for bigger picture decisions. Give us a call to set up a time to talk about how Quickbase could fit into your business strategy.

Features

LOW-CODE CITIZEN DEVELOPMENT Creating complex automated business systems can be extremely time-consuming and certainly expensive. Quickbase allows anyone from your team to improve even your most complex applications without needing a deep understanding of code. You could even make it a team effort with how easy Quickbase makes innovating your own application ecosystem in one single platform.

Speaking of a single platform, keeping your systems in one place bolsters your security and takes the burden of troubleshooting simple issues out of the hands of your IT department, freeing them up for bigger picture issues that do require expertise above your other citizen developers.

SANDBOX WORK STYLE Sandboxes are a magical place where castles are built and battles are had, where tunnels are formed and shapes are created. Innovation is always possible in sand because at the end of the day, you can stand up, shake it off, and only take with you what’s important. In the same vein, having an agile Sandbox is an integral part of any application lifecycle management (ALM), and Quickbase is no exception. In a safe and controlled environment, you can brainstorm your best ideas and see how they might work in practice without actually deploying any elements. This is the vital step in collaboration that allows you to take a step back to see the overall look and feel of business-critical applications without causing delays or disruptions to your team’s workflow.

Creating anything new or making big changes also comes with the challenge of ensuring government compliance. Quickbase’s Sandbox ALM essentially hands you the protections for your company by suggesting best practices and alerting you to aspects in your processes that may be less than ideal from a legal standpoint. So go ahead and try your wildly great ideas and compare them against what’s expected from you as a business to build your own amazing castle before you show it off to all of your friends!

CUSTOMIZED CRM AND SALES REPORTS You shouldn’t have to squeeze your proven processes into someone else’s system just because you bought their software. Quickbase’s sales software has fully customizable fields that allow you to configure the customer relationship management (CRM) dashboard of your dreams. You’ll be able to centralize all your data into a color-coded Kanban board so you can check in on issues in real-time as they make their way through the workflow, while your sales reps can view all leads and work in their team’s pipeline in the same place.

Get rid of the mound of spreadsheets you drag yourself through by simply tracking all the same information you would on your centralized, cloud-based platform. Having all your data in one place also allows any user to sort, search, and modify reports created through the dashboard, then, with Quickbase’s drag-and-drop customizations, present only the information pertinent to whoever will be viewing your report.

Use Cases

Quickbase is well-suited when you need a custom application, but you are less concerned about the way it looks and feels than you are about the functionality. And that the functionality that you are looking for is mostly in line with what other people do. Quickbase allows you to ‘configure’ custom applications with dozens of pre-built application templates that cover the most common business situations.  If you need a straightforward, no-nonsense project management tool, or a way to track tasks without it being a basic task list.  Or if you want a way to track your sales pipeline without doing a full CRM implementation, then Quickbase is likely a good candidate.

Pros and Cons

Pros:

  • Low-code solution that allows you to do most of the work yourself.
  • Hundreds of pre-built applications
  • Dozens of pre-built integrations
  • Many third-party API integrations
  • Software as a Service

Cons:

  • Not a premise install
  • Requires a strong knowledge of how different applications need to flow between each other
  • Somewhat limited in terms of user interface and user experience

 

Contact Us to Learn More About Quickbase

 

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