Each month, John Bowman picks a new cool piece of technology that helps Customer Success Managers be more productive. We call it “Apps For Success” and in this review (#3) he takes a closer look at Auto Text Expander.
Another month, another Customer Success productivity app!
Well, this month is sure to do both for you.
In this month’s column, we have my favorite app! It’s called Auto Text Expander. And guess what? It’s FREE!
This little ditty is a chrome extension that does exactly what its name implies: it automatically expands text for you. First, you put in a list of keyboard shortcuts and the corresponding text you want those shortcuts to represent. Then you type the shortcuts when you need the text and the shortcut expands into the text! It’s really that simple. The trick to creating shortcuts is to not include spaces or use short words.
Anything you have to look up or copy and paste again and again you should just create a shortcut for and allow text expander to do the work for you.
[Standard disclaimer here. I own no part of any of the productivity apps for Customer Success Managers I’ll be reviewing in this column. The opinions contained in this review are mine and mine alone. SuccessHACKER is just kind enough to lend me their microphone. If you happen to disagree, leave a comment and let me know! I love a good spirited debate.]
On to the app. Here is my video review:
Here is a list of things you might want shortcuts for and some suggested shortcuts:
Your calendar link - “callink”
Your colleague's calendar - “tomscal”
Your virtual meeting link - “meetroom”
Links to the recurring webinars you host - “weblink”
Link to your Knowledge Database - “knowb”
Links to specific videos you send all the time in the KB - “setupvids”
Your own email address - “e@”
Your colleague's emails addresses - “c@”
Your closing line on emails (“Is there anything else I can do for you?”) - “isthere”
What you update your CRM with when you call and leave a message - “LVM”
Your bug report template - “bugreport”
Slow response sentence - “sorryfor”
Your follow up email - “sendagain”
Your youtube or wistia library - “wistialib”
The questions you ask a new customer - “4queries”
Your welcome email - “aloha”
Your handoff emails - “thanksbill”
What do you like best?
This app becomes so ingrained in your day to day work it’s hard to overestimate its importance. Do you hate having to visit a website to get the URL or look up a link everytime you need to give it to a coworker or customer? Not only will this app take all of those links and put them at your fingertips - it also allows you to create and store templates. Do you have a common way you end emails or how you ask customers for information? You never have to write any of that out again because of this app!
I love the time it saves me and that it’s FREE!
What do you dislike?
The only thing I don’t like about this app is that it sometimes doesn’t work with certain web apps. I’m not certain why it is but some programs just won’t allow the shortcuts to expand. For example, Google Docs won’t allow the expansions.
Additionally, sometimes you can accidentally type a shortcut you set and not mean to type it. That means you just have rename the shortcut to something you know you won’t type accidentally.
What business problems does the product solve? What benefits have you realized?
There is a ton of “static” information you have to keep track of to do your job and you can waste a lot of time tracking down that one link you need to help a customer. This app makes sure you never have to locate URLs, templates again, or stored reusable information again.
Just create your shortcut and use it to save you time.
I can’t overstate how much I love this Customer Success productivity app. I had to hold off reviewing it in our first installment! If you use Auto Text Expander - not only will you never have hunt down a URL again - but you stop having to type out the same things again and again.
And, it’s FREE! I love this app with good reason and I hope you do too.
Thank you for reading! Do you have any suggestions for how I can improve this column? Please share them in the comments below. I’d love to hear what you think!
About the Author
John Bowman, Esq., is the Director of Customer Success at Jetpack Workflow. He is a rising star in the Customer Success community, leading the The Pittsburgh Customer Success Meetup and the Pittsburgh Gainsight Pulse chapter, as well as moderating the Customer Success Subreddit. John utilizes his 10+ years of professional experience to focus organizations on one goal: the customer's desired outcome.