Comprehensive QuickBase demonstration for AANP IT and education teams. Covers call-for-speakers workflow built using AI Smart Builder, public form embedding, blind review capabilities with field-level permissions, multiple approver workflows, Salesforce bi-directional integration, project portfolio management with executive dashboards, and resource allocation features. Includes discussion of licensing models and professional services.
0:03:48 "Sometimes it's hard to envision when you have an initial use case, what else you can use QuickBase for because it is a very flexible platform"
0:05:15 "We actually started this off with a newer feature in QuickBase called our Smart Builder AI"
0:10:17 "You can embed this form anywhere you might need to and it removes all of the QuickBase branding"
0:14:22 "Our review process needs to be blinded to not have names and such associated with who is doing the submission"
0:16:29 "You have very granular levels of control over what somebody is able to do or see within a particular application and that goes down to the field level"
0:17:17 "That is 100% something that we can support... multiple approvals and not truly mark something as approved until it's gone through all of the necessary phase gates"
0:28:15 "With Salesforce, we actually have a true bi-directional integration"
0:28:33 "You can enter data in QuickBase and then have it push to Salesforce, or you can update something in Salesforce and that will automatically propagate down to QuickBase"
0:40:13 "If they're not doing something that they're supposed to or a deadline or due date might be approaching, then that would be a good use case for our reminders feature"