Welcome to the BWise Video Learning Center!
Choose a category below (or scroll down) to browse our video "lessons" on how to get started with—and get the most out of—your BWise new business development tool for Atlanta, Charlotte, and Dallas-Fort Worth:
Get to know BWise—and start finding and connecting with your best local prospects—with this 8-minute introductory video.
This video shows you how to move targeted prospects into your personal BWise Call Queue, and then how to log cold calls, schedule prospecting follow up calls, and more.
Can't find a firm you're looking for? See a contact that's left the firm? Our research team is standing by to help. In this video, you'll learn how to submit a Research On Demand request and receive a response within 24 hours!
In this video, we show you how easy it is to create deals in your CRM directly from BWise. This feature is available for all BWise Pro subscribers and higher that use any of the over 50+ CRM's supported by Zapier. You'll need a free Zapier account to get started, and we can help your BWise Admin set it up!
In this video, you'll learn about setting up and sending email marketing campaigns in our Drip Marketing platform, including: (1) how to use the Creative Editor to prepare your message content, (2) how to load HTML code prepared in another HTML design tool, (3) how to send test messages to yourself & your team, and (4) how to schedule live campaigns.
In this video, you'll learn how to refresh your DripLists to ensure your email marketing campaigns reach any new companies or contacts that have been added to the BWise database.
Learn how to use the BWise DataMatch feature to exclude email addresses (e.g., for your current clients) from your BWise Drip Marketing campaigns.
In this video, you'll learn about the 3 kinds of email marketing campaigns you can use to target prospects—and improve results—with BWise Drip Marketing: (1) "Send All At Once," (2) "Send Over Time," and (3) "A/B Split."