We get questions all the time about how to use Cerb4, and whether x workflow can be done, or y configured in a certain way. The truth is, it’s very difficult to build a piece of software that meets everyone’s needs ‘out of the box’. To combat this, we’ve built the software with a ‘Toolkit’ mentality. We talk a lot about this toolkit mentality, and while it is a great feature it leaves a single pitfall – documentation! It’s difficult to apply the ‘regular’ type of documentation to a piece of software that can be used in so many different ways. That being said, ‘Cookbook’ is our attempt at such a feat! Instead of explaining each and every little thing (we like to leave that to our excellent Screen-by-Screen articles), we instead explain a way to accomplish specific workflows and patterns. These Cookbook recipes are not our attempt at the be-all-end-all style of documentation, instead we want to enable you to understand the software on your own to the point that you will be able to create your own workflows without needing our guidance at every step. Without further ado, I present to you our existing Cookbook recipes. We have several recipes currently, and we are working hard to add more. Our latest cookbook recipe covers setting up a worklist for Sent Mail. Keep checking back on the blog for more Cookbook news!

Cerb4 is a great tool for responding to a flood of e-mail; but did you know that it’s also handy for proactively building relationships with your community?

In this video I explain how to use the Cerb4 “toolkit” mentality to import new opportunities from various community resources: prolific contacts, blog commenters, top forum posters, most-active contributors, etc.

There are several reasons you might want to do this:

• You want to offer Priority Support the people who would benefit from it most (the people who already request a lot of support, or groups of people who say they wish they received faster replies).
• You want to invite past customers back for a look at the recent improvements in your products and services.
• You want to follow up with leads who are evaluating you.
• … and countless other situations

Cerb4 – Opportunity Cookbook from Jeff Standen on Vimeo.

-Jeff@WGM