BWise Video Tutorials

Develop New Business Wisely!

These brief video tutorials, led by Scott Leslie, Business Wise' VP of Development guide you step-by-step through the BWise system. (PC Speakers required)

BWise Basics - Getting Started Overview (Length: 15min)

  • Feature Overview
  • Basic Navigation
  • Search & Query Overview

Match & Exclude your Clients from Target Queries (Length: 9 min)

  • Match your client data in Excel against BWise
  • Build a list of your clients in BWise
  • Exclude clients from any BWise Queries that target new prospects 

How to Build your DripList (Length: 10 min)

  • Use Query to Select and add Contacts to your DripList
  • Refresh your DripList before each Message Sent
  • Add or Remove Contacts '1-at-a-time'

How to Record Activities & Schedule Follow Ups (Length: 10 min)

  • Keep your CRM Clean!  
  • Record activities, notes and follow ups.
  • Easily Filter your Activities by Type, Result & Date Range

 

BWise Blog: The Place for BWise Tips, Ideas & News Updates

Training & Support

What Subscribers Say
"My organization has been a Business Wise client for several years. Each year, we run multiple marketing campaigns to advertise our programs to a wide variety of constituents, and Business Wise has become an integral part of our direct mail marketing strategy. The Business Wise query tools have been very useful in helping us to better target our campaigns to clients who are the most likely to benefit from the programs we offer"
Lesley Snyder
Director of Program Development and Marketing
A Charlotte, NC area university
What Makes Us Unique
Why do so many salespeople agree that Business Wise data is better? What's unique about us and how it will impact your company's new business development results? More >
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