How to Win That Elusive “Yes” for Your Sales Quotes and Proposals June 18, 2025September 27, 2017 by Daniel Barnett If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Here are three tips on how you can use WORKetc to win that “yes” in the end.
How To Sell Your Team On A New CRM—And Keep It From Failing June 18, 2025September 22, 2017 by Daniel Barnett No leader wants to bring their team aboard a sinking ship. Here’s how you can ensure your new CRM implementation efforts don’t go to waste.
Stop Making Excuses: Building a Culture of Accountability with WORKetc June 18, 2025August 23, 2017 by Daniel Barnett You can’t force accountability on people, but you can definitely help them learn it. Here’s how you can use WORKetc to help you build a team of highly accountable people.
The Underperforming 10% of Your Team Can Burn Your Small Business June 18, 2025July 27, 2017 by Daniel Barnett If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here’s why.
Unlock Your Site’s Potential With Automated CRM Web Forms June 18, 2025July 25, 2017 by Daniel Barnett Automating the lead capture process may be the most obvious use for WORKetc’s custom web forms, but the room you have for customization means you can use them for far more than just that.
Still Using Spreadsheets? Here’s Why It’s Time to Graduate to a CRM June 18, 2025July 19, 2017 by Daniel Barnett Spreadsheets are great at what they do, but when you’re using them in place of a real business management software, you can actually end up crippling your business—or worse.
Could Your Business Help 5x the Clients Without Adding Staff? This Company Did. June 18, 2025June 27, 2017 by Daniel Barnett This company has grown seven times larger in the past six years, but even without hiring new staff, they’ve managed to serve more clients in less than half the time it used to take them with the help of their CRM and project management app.
Outlook vs. Gmail: How to Manage Projects, Contacts, Leads, and Tasks Better June 18, 2025June 20, 2017 by Daniel Barnett I’ve been using Outlook for years, but since integrating it with WORKetc it has become more than just an email client. It’s now my go-to app for managing everything I have on my plate. Here’s why—and how.
Tools of the Trade: What Makes a Good Business Management Platform? June 18, 2025May 26, 2017 by Daniel Barnett Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here’s what you’ll need in a business management platform to do it effectively.
4 Time-Saving WORKetc Tricks for Power Users June 18, 2025May 25, 2017 by Daniel Barnett WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.