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How many apps does it take to capture a lead and turn it into a client, a project, and an invoice?

This consulting firm's old systems were straining to cope with rapidly growing business. The alternatives they tried were complicated, expensive, and involved multiple apps. The solution?

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Company

TechHelp Idaho provides consulting services to Idaho manufacturers. They supply everything from information and training to technical and professional assistance, all to help manufacturers be more competitive.

The company has a team of 10 to 15 consultants around the state, with offices attached to three major Idaho state universities: Boise State University, University of Idaho, and Idaho State University.

Challenges

TechHelp Idaho was supposed to be helping clients, but when it came to client engagement, they were the ones who needed help.

Prior to WORK[etc], the entire front end of our client engagement was dark,” said Bill Mullane, TechHelp Idaho’s marketing manager. “Everyone was just doing their own thing. The first visibility we’d really have with a client would be if the engagement turned into a billable project.”

TechHelp Idaho was still plodding along using their old in-house system, TechTrak, to monitor clients and projects, until the company got a wake-up call.

We have sister centers in all 50 states,” said Mullane, “and many of those had used our old system, TechTrak. By about five years ago maybe, most of them had moved off that system we’d built and had moved on to other products like SalesForce or Microsoft Dynamics, you name it.

They all had kind of moved on and moved to the cloud and we’re the last center using this old, not cloud-based system. And at a national conference we were used as an example, nationwide, of what not to do. So we were determined at that time, we need to change.

We tried everything,” Mullane continued. “We sampled, test drove every system out there and they all were just lacking. All of our 50 sister centers around the US, none of them could find a system that they could use to manage their business without using bits and pieces of other programs. And then we came across WORK[etc].”

Solution

Of all the solutions TechHelp Idaho tried, WORK[etc] was the all-in-one, cloud-based business management system that did everything the company needed it to do.

“We test drove it and went, ‘Wow, wait a second. This is what we’ve been looking for’,” said Mullane. “This could really manage our business end to end. We’re not going to have to pick from among ten thousand apps that might fit the project mode, and another ten thousand that might fit the billing.”

G Suite integration with WORK[etc]

And not only that, but it was affordable. There were other products out there that some of our centers had linked to, but they were just prohibitively expensive and complicated. WORK[etc] just worked, it was simple, it was affordable and it managed the business end to end and did what we wanted it to do.

There was a lot of retyping in our old system,” said Mullane. “There was a lot of moving things from one system to another system. Now with WORK[etc], everything is in one place and we can use the information that’s already there to move to the next stage of a client engagement.

Results

WORK[etc] was a game-changer for TechHelp Idaho, giving them more capabilities than ever before.

The biggest impact for us is market reach,” said Mullane. “We were flying blind before; we were dark on the front end of our business. Getting all of our contact information in one place and then with WORK[etc] we’re able to tag those clients you know based on geographic location, industry, area of interest, things like that. We’re able to communicate with our clients in a way that’s more meaningful to them, so we’re not sending information about a cheese-making workshop to someone who makes software.

TechHelp Idaho is now able to automate and track the process in a transparent, visible way with webforms in WORK[etc].

We started using Google webforms awhile back. Simple, captures information, creates a little spreadsheet — that was nice. WORK[etc] took it to the next level,” said Mullane. “With WORK[etc] we can create webforms in an easy, intuitive, point and click way. It does a lot of things for us. It allows our client to come to us and ask for help and just with a simple link on a webpage opens a webform. And now our clients are giving us valuable information — their names, company email address, titles, everything we need to know about them.

TechHelp Idaho's Automated Webform Workflow

Just in the last five months or so we’ve received over 40 leads through the webform system,” said Mullane. “We wouldn’t have had any of those leads in our old system until they became a billable project.

In addition to the powerful webforms feature, Mullane also finds WORK[etc]’s Gmail Gadget extremely useful.

The Gmail gadget is amazing and we haven’t even really tapped the power of it yet,” Mullane explained. “I can attach anything to anything in WORK[etc], right from my Gmail inbox. I get an email from a new client and then attach it — boom! Put it in the system. Get an email from a client I’m already engaged with, click and attach it back to the lead, attach it to the project, attach it to billing.

We’re seeing more business, more leads, more sales,” said Mullane. “Our workshops are more full. Our communication is more effective. Our consultants are busy.

There were other products out there that some of our centers had linked to, but they were just prohibitively expensive and complicated. WORK[etc] just worked, it was simple, it was affordable, and it managed the business end to end and did what we wanted it to do.

— Bill Mullane, Marketing Manager, TechHelp Idaho

TechHelp Idaho

Requirements

The company used an old, inefficient system to run their client engagement and manage projects. They tried dozens of different CRM and project management software solutions but couldn’t find one that would do everything they needed it to.

Solutions

Implemented WORK[etc] for an all-in-one cloud-based solution to manage client engagement, projects, and more.

Results

Company sees great increase in effectiveness of client engagement, additional transparency at the front end of the company’s lead collection process, and streamlined project management processes.  Read how WORK[etc] can help other Managed Services Providers.

About WORK[etc]

WORK[etc] is a cloud-based, all-in-one business management software that breaks down the barriers between your customer relationship management, time management, and project management. With WORK[etc], here’s what you can accomplish in one platform:

  • Consolidate multiple apps into the one platform
  • CRM, Projects, Scheduling, Invoicing, Help Desk & more
  • iPhone, Android and web apps
  • Gmail, Outlook, and inbox gadgets
  • Open API and integration tool set

For more information, visit http://www.worketc.com/features-overview/.

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