Bizmate is a custom-built CRM (Customer Relationship Management) tool developed through a collaboration between Bizcap and Orgmeter. It's specifically designed to replace Salesforce and meet the unique demands of Bizcap's operations.
✔️ Testing Form
🗨️ #bizmate-project-team
<aside> 💥 NZ Launch date pushed from 15 July to 12 August
</aside>
<aside> 💥 Please submit all priority bugs as soon as possible. Although the official due date has passed, it's crucial to communicate any high-urgency issues to the development team immediately.
</aside>
Welcome to the Bizmate Info Page! We will be keeping this page updated with the latest Bizmate information, including important links, rollout calendar, and FAQs to keep you in the loop as we make the transition.
Stay tuned for updates and feel free to reach out to Georgia, Leigh, Sums or Rob with any questions!
| Question | Answer |
|---|---|
| What is Bizmate? Why are we moving from Salesforce to Bizmate? | Bizmate is a custom-built CRM resulting from a joint venture between Bizmate and OrgMeter, uniquely designed to cater to Bizcap's operations. The decision to move from Salesforce to Bizmate stems from its seamless integration with OrgMeter, consolidating operations into one system. |
| What features does Bizmate offer that Salesforce doesn't, and vice versa? | Bizmate stands out against Salesforce with its seamless integration with OrgMeter, offering streamlined operations in one platform. Other pros include automated B2B performance tracking, value-based insights, and adaptability to Bizcap workflows. |
| Will our current integrations with other tools and platforms still work with Bizmate? | Bizmate offers seamless integrations with several tools that BizCap currently utilizes across different teams, including Braze, Google Sheets, Illion, Plaid, and OrgMeter. These integrations are aimed at enhancing Bizcap's operations by improving efficiency and ensuring continuity in workflow across platforms. |
| When do we start using this platform? | We aim to have the NZ team fully transitioned and actively using Bizmate by the end of May, with a latest target of mid-June. Following this initial phase, the next step is to onboard the entire Australian team by the end of August. Finally, we plan to onboard the UK team by the end of the year. This staggered approach allows us to ensure a smooth transition for each region and to address any challenges or feedback along the way. |
| What happens if the platform is buggy and we need to roll back? | We expect there may be numerous bugs, and if the situation necessitates a rollback, we'll execute it systematically to minimize disruption, ensuring clear communication throughout the process. |
| What level of customer support and assistance can we expect from Bizmate during and after the transition? | During and after the transition, expect prompt customer support via a dedicated Slack channel. We will provide a feedback form for input and offer assistance as needed to ensure a smooth experience with Bizmate. |
| Are there any limitations or known issues with Bizmate that we should be aware of? | Currently, there are known bugs that have been identified and are being addressed by developers; we anticipate uncovering many more bugs during the stages of user testing. Furthermore, we have a roadmap for product enhancements and improvements that are scheduled to be implemented, further enhancing the usability and effectiveness of Bizmate. |
| Will there be any downtime or disruptions to our daily operations during the transition period? | During the transition period, we will provide training workshops to support you in becoming educated about the platform. There should not be any major disruptions to daily operations during the transition period. |
| What is the process for requesting new features or submitting feedback to the Bizmate development team? | To request new features or submit feedback to the Bizmate development team, we will provide access to a form where anybody can submit bugs, request new features, provide feedback, or share any other comments. Your feedback and feature requests are highly appreciated and valued by our team. |
| How often with Bizmate be updated or enhanced post the transition period? Will any enhancements disrupt daily operations? | Bizmate will continuously enhance and improve its features while ensuring that the rollout includes all necessary functionalities for daily operations, following the MVP approach. Although there is a backlog of enhancements and features, the implementation process will prioritize stability and usability to avoid disrupting daily operations. |
This is your go-to resource for the schedule of all upcoming workshops. If you need to check the timing of any workshop or plan your participation, you’ll find all the details here.
This is your go-to resource for the testing agenda for newly developed features. If you need to check the details of the features or plan your testing schedule, you’ll find all the information here, including the features you need to test.