In this Issue:
Saved the Best for Last
LibGuides Tips & Tricks- LibCRM: Baby New Year
- LibAnswers: Show & Tell
- LibCal: Way to Pay
- LibStaffer: Workflow Forms
- The WatchList: Springy Recs
- Recent & Upcoming Updates
Saved the Best for Last
LibGuides Tips & TricksLibCRM: Start the New Year with Next-Level Service
Springshare's latest tool is our New Year Baby that will have you ooohing and aahhhing without the sleepless nights and round-the-clock stress.
Wait, What Is It?
LibCRM is our Customer Relationship Management tool we designed and built specifically for the needs of libraries.
Gain a better understanding of your users' needs and stay on top of liaison activities with built-in task and project management features.
How Can I Use It?
- Customize the Library Experience - Students, Faculty, Staff or Children, Teens, Adults, or Senior Users.... identify different 'groups' of users and measure how each group is using the library services.
- Manage Outreach - With liaison activities and interactions stored in one place, it's easy to see which liaison activities produce most bang for your buck.
- View Librarian Activity - Demonstrate value and contributions in meeting the community's needs with robust reporting.
- Identify Service and Engagement Gaps - Identify which groups of your users could benefit from more outreach, and what type of services your library could be offering to increase engagement.
Attend a Webinar
Webinar Times Listed in US Eastern Time
Going to ALA-MW? LibCRM Product Flashes
Booth #1004
Booth Flash Session in US Pacific Time
Saturday, Jan 26: 2:30pm - 2:45pm
Sunday, Jan 27: 11:30am - 11:45am
Monday, Jan 28: 10:30am - 10:45am
Virtual Tour:
Create Customizable User Types
Define types of users and organizations with which you interact.
Create as many user types as you'd like.
Customize Data Fields for Each Group Type
Define which fields to gather for each Type. Faculty group might have a 'Tenure' field, whereas your Teen Patron group could have 'School Attending'.
Bulk Import Customer Data
Download customer data from your ILS, Banner, or other 'user database' and import into LibCRM. Create as many profiles and records as you'd like - there are no limits.
Dedicated Customer Profiles
Each customer has their own dedicated customer profile complete with general information, relationships with other customers, and more.
Integrated & Automated Interactions
Knowing the history of previous interactions helps you better tailor services and meet customer needs. Important: Automated integration with LibCal, LibAnswers, LibGuides, and more coming after initial release!
Email Integration
Sending emails and want them automatically associated with a customer profile? Easy-peasy! Simply include your LibCRM system email and the system attaches the email directly to the relevant profiles.
Create Notes & Upload Files to Customer Profiles
Does a specific professor send you his course syllabus every semester? Does your local Small Business Association send you a list of businesses in your area? Store these files right in that customer profile.
Built-in Projects & Task Management
Your projects and tasks don't exist in a vacuum. Affiliate tasks/projects with specific users/organizations and run detailed reports to see how you're meeting user needs.
Contextual Discussions
Get out of your email and engage in discussions right inside the project/task management area. This ensure a full archive and helps you get to inbox zero.
Robust Reporting & Filtering Options
Slice up your data to identify user groups where you're highly engaged and others where you're seeing outreach gaps. Run the same report every week / month / quarter? Create saved report filters to streamline the process.
