BLOG. SMART PRACTICAL BUSINESS ADVICE

WORKetc Goes Social CRM, Social Project Management, Social Support

Whether you love it or loathe it, Social Media is fast becoming part of the business landscape.  WORK[etc]'s Social Networking profile tool will match contacts in your database to their correct Twitter, Linkedin and Facebook profiles.

We’ve been working on a social-everything proof of concept recently, in collaboration with a firm that invented a powerful profile-matching algorithm.

This platform can take incomplete details for a contact, run off to Linkedin, Twitter, Facebook and other services, run some calculations and return with not only updated contact details, but also matched social media profiles.

Powerful stuff.  And this becomes even more powerful when you start to think about what’s possible when integrated directly inside of WORK[etc]:

  • Retrieve matching social media profiles for any contact that you have at least a name and an email address for.  If you also have country information for that contact than the likelihood of a correct first match exponentially increases.
  • Refresh contact details in WORK[etc], with details pulled from social media profiles.  If your contact has changed jobs recently, your WORK[etc] record gets updated with that person’s new position and new employer (company).
  • Attach a social media profile to your contact.  If you’re working on a new sales lead and ready to make that first introduction phone call, simply click on the profile tab and instantly view their Linkedin Profile and latest tweets.
  • Know who you are working with.  Whether  you’re collaborating on a project or a solving a support case, a simple review of your contacts’ profile page will tell if you they are the right person to be working with.  For example, is my sales lead contact the decision maker?  Is my project contact a manager or does her report to someone else?
  • Create targeted marketing list.  For example, with additional data from profile matching, you could create a list of all contacts that are not current customers, who hold a C-Level Executive position, in the Oil and Gas industries.

Is it Pretty?

Sure is … this is what searching and matching profiles looks like inside of WORK[etc]:

WORK[etc] Social Media Integration

[+] Click image to enlarge.

When can I have it?

The current beta and new tags update will go live for all customers in the last week of June.  Shortly after we will have a very small beta release.  Smaller than usual as this features won’t be available for all accounts for reasons’ explained here.

And remember, this is only phase 1.  We have some very clever stuff planned for phases 2 and 3.

Anyone else keen for this?  Let me know in the comments below.

  • Can’t wait for this update to go live. This will give WORKetc users a real edge in business.

  • John Belchamber

    Thus is excellent news., can’t wait to give it a whirl.

  • Jason Benedict

    I can’t wait to get this. I’ve been enjoying this feature in Outlook and have been missing it.

See all

Featured Posts

Recycling Today to Save Tomorrow

The world is drowning in garbage, and we’re all starting to suffer because of it. One of the worst is electronic waste, or e-waste. Computers, phones—pretty much any kind of consumer electronics that end up in landfills can contain toxic chemicals that may leach into the soil and contaminate groundwater. Take an old cathode ray […]

Tried and Tested WORKetc Tips From Real Users Pt. 2

Like I promised last week, here’s the second part in our two-part series on the real, actionable WORKetc business management software tips and tricks that our creative and resourceful users have shared with us. Read on and let’s get this started! Quickly attach items to each other using their ID numbers (without hyphens) when searching […]

Tried and Tested WORKetc Tips From Real Users Pt. 1

I’m not bragging when I say that WORKetc has a lot of features. It’s just stating a fact. After all, would you expect any less from an all-in-one business management software that seamlessly merges CRM, projects, sales, billing, help desk, and more in one app? Another thing I’ve always harped on about is the level […]

The Hidden Costs of “Free” CRMs

While getting coffee a couple of days ago I overheard someone in the line behind me say one of the most cliched lines ever set to music: “The best things in life are free.” That may very well be true in a sort of metaphysical or emotional aspect (some of us might actually have to […]

Work Smarter, Work Faster, and Save Time with WORKetc and G Suite

Google unveiled a new name for their popular suite of productivity apps last year. Instead of Google Apps for Work, it’s now known simply as G Suite. As a Google Cloud Partner, we were quick to conform to the new naming convention. If you’ve looked over our G Suite help docs over the past few […]

WORKetc Soon to be Powered by the World’s Largest Cloud Network

Right around 2002, Amazon had a problem: their app engineers didn’t have the necessary infrastructure and tools with which to build products without having to lose too much time talking to their networking engineers. They got rid of the need for this constant back-and-forth by building a system that would let them build web-scale applications […]