I have just completed the Claris Academy lesson plans and I have obtained – after the final exam – the Claris FileMaker Pro App Developer certification at the highest level: Expert.

The Claris Academy training bundles are divided into three progressive levels: Associate (marked by a star), Specialist (two stars) and finally Expert, the highest level (three stars). The training is in English only, so you need to know the FileMaker terminology in English to pass the exams: translations into other languages (i.e. into Italian) are not always intuitively similar.

L'articoloClaris FileMaker Pro certification obtained: App Developer Expert Levelproviene daBizmaker®.

We can select- the destination to ge-nerate the report- for and then we can work with multiple destinations, but I don’t go into that in this video.

There are 3 types of reports: one based on the application deadline, one based on workflows and one with statistical data.

Let’s look at the statistical report first: we have all the leads for this destination broken down by profiling.

For each category, by clicking on the button with the shopping cart we can explore which leads are profiled in this way and possibly change the profiling if there has been a change in status.

With this button we enter the details of the congress, consult the details or track the data of a local contact.

Let’s go back to the main page and look at report number two, the process-based report.
We then get a report with leads categorized according to the 13 profiling levels.

Instead, the third report is based on the application deadline.

All leads are sorted by year and month based on the the application deadline.

This report allows you to schedule your time in your application search.

If, for example, you think it’s time to work on short-term deadlines, you can select the one with the most promising situation from the various leads and make good use of your time.

Thus, the three types of reports address 3 different needs.

The report based on the application deadline serves to plan the time of those who physically do this type of exciting research.

The second report is used to report the activity to a supervisor and the statistical report is used to monitor the progress of the international applications research work.

Credits: picture bySebastiaan Ter Burg

L'articoloVideo: how to generate reports with Bizmaker® Integration Toolproviene daBizmaker®.

Bizmaker® Integration Tool is the only tool that allows you to import and analyze ICCA data with one click.

It is developed in Italy using the Claris Filemaker platform.

Credits: picture bySebastiaan Ter Burg

L'articoloVideo: analyze and profile the Association Meetings leadsproviene daBizmaker®.

Bizmaker® Integration Tool is the only tool that allows you to import and analyze ICCA data with one click.

It is developed in Italy using the Claris Filemaker platform.

Credits: picture bySebastiaan Ter Burg

L'articoloVideo: import the Association Meetings leads with one clickproviene daBizmaker®.

TheFileMaker Marketplaceis the Olympus of FileMaker Product, and we are so proud to have passed the tests. This is also a solid warranty for our customers that are sure to use a software verified by Claris FileMaker, an Apple subsidiary.

The Bizmaker® Integration Tool is a software designed for Destinations, Convention Bureaus, Venues, PCOs focused on the Association Meetings segment in the meeting industry. This module allows you to exploit the potential of the ICCA Association database, as long as you are an ICCA member entitled to access this database.

L'articoloWe are in the FileMaker Marketplaceproviene daBizmaker®.

Three kind of reports are produced by theBizmaker® Integration Tool software: the first one contains the leads you have profiled, sorted by the workflow status. This reports helps you focus on the more promising leads you have analysed.

The second report contains the profiled leads sorted by the deadline for bids.

This report helps you focus on your working time: do you have enough time to complete the bid whose deadline is at the end of the next month? Friendly icons lead your eyes on the relevant information you need to know to make a decision.

The third report summarises the statistics of the work done, sorted by the workflow status, for your manager.

L'articoloProduce reports on the work doneproviene daBizmaker®.

We designed a detailed workflow in the Bizmaker® Integration Tool, based on the experience ofMr. Enrico Belli,Past President of the ICCA Italian Members Committee.The essential information for your destination or venue are easy to identify. Click on the buttons to open the related websites and to make relevant web searches.

Make fast researches to find the more promising leads

As soon as you start using the Bizmaker® Integration Tool software, relevant statistics are produced for you, so you can decide at a glance whether to invest time in one lead or not: an algorithm on the Meeting Editions shows immediately to you when the Series has been hosted in your country most recentlty and in which city.

Save in the Bizmaker® Integration Tool the valuable information you have found to win the bid

You are acting at a competitive stage: every information you may find can make the difference to win the bid and beat your competition. It is the time to save the information in the software and make it useable in a later working sesssion and to your colleagues. You can manage more lead at the same time this way, and increase your potential business.

In this video, I talk about how to analyze and profile leads.
In the Status tab, we have the possibility to profile the lead according to 13 steps ranging from the initial “under consideration” stage to the stages commercially closest to winning the bid.
So we have now seen how to profile our lead according to a predefined sequence, in 13 steps, which can also be customized.

L'articoloProfile the Association meetings following the built-in workflowproviene daBizmaker®.

View the association meetings (Meeting editions) in a list easy to read and search through with advanced search tools. The excel files coming down from the ICCA database are full of useful information but the excel format file is not designed for sales and marketing purposes. The excel format file does not allow you to know who last modified an individual data element, and when. TheBizmaker® Integration Toolsoftware allows you to keep track of every modification in every single record, so you can find out who lastly edited and when.

In this video, I talk about how to analyze and profile leads.
In the Status tab, we have the possibility to profile the lead according to 13 steps ranging from the initial “under consideration” stage to the stages commercially closest to winning the bid.
So we have now seen how to profile our lead according to a predefined sequence, in 13 steps, which can also be customized.

L'articoloAnalyse the Association meetings leads using a friendly user interfaceproviene daBizmaker®.

Bizmaker® Integration Tool quickly imports in one click the data such asMeeting essentialsandMeeting editionsfrom the ICCA Association database: all you need is the excel file you download from the ICCA Association database.

Once imported, you have now a copy of the association meetings data in the Bizmaker® Integration Tool. The next steps are:

• analysethe association meetings using the friendly user interface;
• profilethe association meetings following the built-in sales funnel;
• searchfor additional information with advanced research tools, in order toincreaseyour chances to win the bid;
• savethe valuable information you have collected in the Bizmaker® Integration Tool software andkeepthem readyjust one click away in later working sessions;
• producereports on the work done, tokeep your boss or customers informedabout the progress of the work;
• linkthe association meetings to your local contacts orlink themthrough the built-in (optional)Bizmaker® CRMsoftware.

In this video we look at how to import leads from the ICCA database with one click. I will use the import/update series button and from the desktop import the excel file I just exported from the ICCA database.

L'articoloFast import of the ICCA Association leadsproviene daBizmaker®.

Purchase either a new or education version of FileMaker Pro 18 Advanced  between May 22, 2019 and June 12, 2019 and receive a download of the same product at no extra cost to donate to a friend or colleague.

Contact us to purchase

L'articoloFileMaker 18: special 2 for 1 discountproviene daBizmaker®.