How to block Specific Contacts or Companies from Receiving your Drip Marketing Messages

You can easily block specific contacts or even all contacts at specific companies from receiving your BWise Drip Marketing messages using the new Edit Suppression List tool. Your BWise Drip Marketing Suppression List is your ‘fail-safe‘ method to block any messages from being sent to these contacts, even if they are accidentally or unknowingly added [...]

View most recent Login Date for Users

Monitoring BWise Log in Activity is easy from the Admin tab.

How you can check BWise System Status

Hi all BWise users.. there is now a way for you to check to see the current BWise system status, as well as check on the status of a bug fix (is the problem I saw fixed yet?). To check our server status and/or bug fix status anytime, visit the BWise Status page at status.businesswise.info. [...]

Data Match Best Practices to Match your Clients in BWise

We recommend, as a ‘best practice’, excluding your clients from your sales prospecting and marketing campaigns. This is accomplished by creating a List in BWise which we will call your ‘Current Clients’ list.  This List can then easily be excluded from any Queries you use to target prospects. To ‘speed up’ the process for you [...]

How to Add Individual Companies to BWise Lists

You may know that you can add (and remove) companies to Lists or DripLists ‘en masse’ by appending a Query result to a BWise List…. …. but did you know that you can also add (and remove) companies on a BWise List ’1-at-a-time’? Here’s how: Lookup the Company using BWise Search. From the expanded Company [...]

How do I Create & Refresh a DripList?

Your DripList refers to the audience of contacts that will receive your Drip Marketing messages. Use the BWise Query tool to select your audience, and add the query result to your DripList. Save your Query and re-run the Query prior to each message you send.  Then add the Query results to the DripList. This refreshes the [...]

How do I Exclude Clients from Lists or Queries?

How can you eliminate your clients from your Bwise Query or List of prospects? You’ll need to complete 3 steps: Step 1. Match your client data (from an Excel file) against the BWise database. Step 2. Add the matching records to a BWise ‘Company List’. Step 3. Exclude the List from any queries you design [...]

Quick Tip: 30 Second Prospecting with the ‘FindLike’ feature

It’s Monday morning.  Your calendar is open, and we know what that means! Yes, it’s TIME TO PROSPECT! Who to call? Where to begin? It’s pretty simple, if you know how to find great new prospects in 30 seconds using BWise.  Here’s how: Think of one of your best clients. Use BWise Search & lookup [...]

How to Add User Licenses and Specify User Permissions

  Calling all BWise Admins! Need to activate a login to access BWise for one of your new salespeople? Or, wish to deactivate a login for a user? You can if 1) you’re a BWise Admin and 2) you know how! You might ask:  “How do I know if I’m a ‘BWise Admin’? [  And [...]

Can I run BWise in browsers other than Internet Explorer such as Firefox, Safari or Chrome?

Currently, you must run BWise in either Microsoft Internet Explorer (IE) version 6.0 or later or Firefox version 3.5 or later. Other browsers, such as Chrome, Safari and Opera, will not ‘behave’ correctly on certain windows, causing some features and functionality to be inaccessible. Oh, and be sure to disable pop-up blockers for the businesswise.info [...]

Follow

Get every new post delivered to your Inbox.