BLOG. SMART PRACTICAL BUSINESS ADVICE

New Web Forms – *UPDATE: Now Live

**Update – Now Live**

We are close (as in this coming week) to making available the new web forms tool for WORK[etc].

Web forms are a critical part of WORK[etc], enabling a link between your web site, getting information into WORK[etc] and then using that information to automatically create a sales lead, a support case, a new contact or capture information and view in a report.

What’s Changed?

A lot of the changes we’ve implimented have come directly from the feature suggestion forum.  In summary:

  • Forms now give you the option of disabling customer look up (requiring your customer to log into your form) and disabling auto-update of customer records
  • Re-arranging questions on your form is now a simple matter of dragging and dropping each individual element
  • Javascript can now be used to insert the form in your web site
  • Documents can now be uploaded via a web form
  • And a whole lot of other suggestions

Previews

Here are some previews – click the image to view full size image with notes.

New Web Forms - Click to Zoom

New Web Forms - Click to Zoom

New Web Forms - Click to Zoom

I’ll update this post when we push it through to beta release; 90% likely before the end of the week.

Where to now…

In order to complete and roll out the new Sales & CRM modules, we needed to complete 3 core modules:

  • Lightning fast searchcompleted!
  • Web Forms – 99% completed!
  • Roles, Permissions & Groups – 50% completed

So this means we can really push on with the new sales and CRM modules including customizable table display, sales workflows (including drip email marketing), new sales leads views and better management of sales leads.

Were also a good way into the Outlook Plugin.  This basically works the same way as our Gmail Plugin, but inside of Outlook.  I’ll post some screen shots shortly.

And we’re about to knock off the Xero integration and Quicken integration with development due to start October 10th and completed inside of 3 – 4 weeks.

Customer Support / Product Specialists

I’m hiring more customer support people, preferably in the East Coast of USA timezone.  Email me (daniel at worketc) if you’re interested – I do have a preference for hiring existing WORK[etc] users!

See all

Featured Posts

How to Win That Elusive “Yes” for Your Sales Quotes and Proposals

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. Now, putting your best foot forward on that first date is just the start. If you want to get a “yes”, you better be ready […]

How To Sell Your Team On A New CRM—And Keep It From Failing

No business really gets started until something gets sold, whether it’s a product or a service. That’s why entrepreneurs need to at least have some sales know-how to even begin dreaming about success. And get this—when you’re an entrepreneur, it’s not just potential customers that you need to convince to buy in. From time to […]

Every Minute Counts: 3 Ways Time Tracking Helps Your Bottom Line

Five minutes. That’s how long I spend on my email inbox at the start of my day, every day. I used to get easily distracted, sometimes spending upwards of half an hour just going through my email. And by “going through” I do mean just reading them. No replying, no creating tasks. It was a […]

Don’t Use a Driver When You’re in a Sand Trap: Boosting Growth with Automated Tags

Small business marketing is a bit like golf. You don’t use a driver for every single stroke. Yeah, you might luck out and get a hole in one, but it’s more likely you’ll end up spending way too much effort for too little return. What matters is that you identify exactly which club best fits […]

The Underperforming 10% of Your Team Can Burn Your Small Business

WORKetc is a small business. Tiny, really, compared to others in the CRM industry. But still—we’re able to provide our services to over a thousand companies, big and small, all over the world. How? Well, by using a complete business management solution to run day-to-day operations, for one, but also by obsessively making sure that […]

Unlock Your Site’s Potential With Automated CRM Web Forms

Don’t believe what the “gurus” tell you: lead generation is hard. It costs money, time, and a whole lot of effort. So it stands to reason that business should do everything they can to at least make the process of actually capturing the leads they generate be much smoother and easier. That’s where WORKetc’s web […]