The “A-HA” Moment

Hi Everybody – I’m Alex Chriss, and I lead the Application Specialists, Customer Advocates and Marketing teams for QuickBase. I’m pretty sure I have the best job in the world – where else do you get to spend all day having Customer’s call you up telling you they couldn’t survive without your product. Pretty darn cool!

So a few thoughts from recent customer interactions…When a new potential customer comes to us, they are usually looking for a specific application to solve a specific problem.  In Sales, we want to help them quickly deliver that application but more importantly we want them to achieve their "QuickBase A-Ha" moment – you know, that explosion in your brain when you realize the power and flexibility of all the amazing things you can do in QuickBase.

My "moment" occurred the first time I embedded a “Sales activity” View in a “Customer account” Record.  There was something about seeing all of my sales activities sorted and grouped, embedded RIGHT THERE on the Customer record that made me stop, tighten my embrace on the coffee mug, and realize that QuickBase could probably take me as far as my imagination would go.

But then again, I had a customer sign up for service yesterday who’s moment occurred when she understood that the options for matching criteria in a View was every single one of the fields she had just created.  She had to take a moment and absorb the fact that she had complete control over her data and could now run instant reports on anything her heart desired.  As she was giggling with delight – all I could think of was “Welcome”.

So…what I want to know is when was your "A-Ha" moment?  Maybe if we see a pattern it will help us direct new customers to the right places as fast as possible. A-Haaaaaa…..

  • http://www.bcbsnc.com/ james lacorte

    As you mine was embed a view in a record AND add a record to another table from the record.
    Some others around our company sound so basic but are a far cry from the old fashion spreadsheet hassle:

    1. roles
    2. calculations
    3. views

    Another major one is the new way to relate tables.
    Also how you can use HTML on the overview page and create a fancy dashboard look

    I forgot to mention grid edit

    [Reply]

  • http://www.bcbsnc.com james lacorte

    As you mine was embed a view in a record AND add a record to another table from the record.
    Some others around our company sound so basic but are a far cry from the old fashion spreadsheet hassle:

    1. roles
    2. calculations
    3. views

    Another major one is the new way to relate tables.
    Also how you can use HTML on the overview page and create a fancy dashboard look

    I forgot to mention grid edit

    [Reply]

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