Customer Success Stories: Celebrating Your Big Wins in 2014

As WORK[etc] heads into its fifth year in business, we once again take the chance to celebrate the real lifeblood of our CRM software: our customers.

We’ve said it before, and we’ll say it again: 2014 was a great year for WORK[etc]. We’re heading into our fifth year now, and by all indications 2015 is quickly shaping up to be an even better one.

While there have been quite a few major changes made to WORK[etc] the CRM software (and even more coming!) since those first few lines of code that started it all, one fact has remained constant: we would not be here at all it weren’t for you, our customers.

We want to start 2015 right by celebrating some of the biggest achievements that you accomplished in the past year. Today, the spotlight’s on you; it’s your time to shine, and we can’t think of anybody who deserves it more.

Landscape Company Completes Biggest Project Yet!

In 2014, English Garden Group broke through their old records in grand fashion. Their off- and on-site teams successfully coordinated a plethora of specialized professionals — from masons and stone carvers to electricians and tree surgeons — to complete the largest amount of work on a single project that they have ever done in one spring season to date!
WORK[etc] is invaluable in allowing us to handle complex, varied, and heavily loaded workflows within individual projects.
James Hartley,
English Garden Group

Consultancy Firm Makes Huge Leaps Towards 200% Growth!

Responsible Solutions are still barely halfway through their financial year, but they’ve already exceeded the previous year’s turnover — well on their way to the ambitious goal of doubling it in size. 2015 is shaping up to be one busy year, but Ian Nicholson knows that WORK[etc] will be there every step of the way!
Seeing how busy we are now, I know without doubt that our previous systems would not have coped. Most importantly, with WORK[etc] I have complete visibility of where every project is at and a clear handle on our future pipeline.
Ian Nicholson,
Responsible Solutions

Communications Firm Posts 600% Increase in Tech Support Clients!

2014 was all about posting record numbers for Matthew Bauer and the Presence Management team; communications technology may be a cutthroat industry, but they blew away all expectations by increasing the number of their technical support clients by 600% within the year. All that without even having to worry about any additional overhead!
With the customer support portal we have been able to increase communication to our customers and improve support case tracking. With the upcoming features and improvements in iOS/Android and dashboard 2015 looks to be a great year!
Matthew Bauer,
Presence Management

Automotive Company Pulls Ahead with 200 New Customers!

Cory Mayer and the Tire Wizard team cranked their engines into overdrive in 2014. Not only did they land a large upsell to an existing client, they successfully brought in a new major client with over 200 new customers!
WORK[etc] allowed us to monitor current customer activity in order to be proactive to customer issues which resulted in high adoption and positive reviews. These reviews and high adoption ensured our client was more than happy to give us more of their business.
Cory Mayer,
Tire Wizard

Cloud Consultancy Firm Finds the Final Piece of the Puzzle!

WORK[etc] proved to be the engine for change for iLifestyle in 2014. By using WORK[etc] to streamline jobs that used to take a dozen apps to do into a couple, CEO and founder Ryan Powell can now focus on turning the company into the consultancy that they want to be!
Streamlining a dozen apps into a couple, with WORK[etc] as the engine was our big win for 2014.
Ryan Powell,

IT Provider Builds Lean, Mean Selling Machine!

Release 2 LLC used 2014 to cut out the fat and streamline their sales process into a lean, mean selling machine. More efficient process management and a more client-friendly approach led Jason Royals and the Release 2 LLC team to win their customers over on a constant basis!
Having an all in one solution has paid for itself over and over with successful attributes found nowhere else. It’s dancing with your clients made easy!
Jason Royals,
Release 2 LLC

Non-Profit Organization Shines with Switch to Cloud-Based CRM!

Switching to WORK[etc] was a big move for the Responsible Jewellery Council, but Fiona Solomon and her team shone like diamonds in 2014. Different teams are now working together more than ever, with unprecedented access to important information and overall better engagement with members, auditors, and stakeholders!
The Responsible Jewellery Council has gone from the dark days of spreadsheets to a new dawn of data and project management with WORK[etc]!

Keep the celebration going by sharing your own 2014 success story below!

  • We had our 1 year anniversary with Work[etc] back in October of 2014. As I look back on it, I’m proud to say that we are a Work[etc] client. Between all of us clients and our active participation in getting involved with Work[etc] development plans either via the “Suggest a Feature” or BETA participation – we’ve helped shape the product it is today and tomorrow. Of course the real work was done by Work[etc] – but KUDOS to them for listening to us too!

    Great post, congratulations to all!!

    • Steve Westrop | WORK[etc]

      Michael, you used to be one of my favourite customers, but now I hear you celebrated your 1 year anniversary and I never got an invite to the party 🙁

  • David McGarry

    Work[etc] is one of those products that you can’t imagine how you used to work before you had it.

    As I work 3 days in the office and 2 days at home (due to our new baby) having all the information I need for clients and projects, ToDos, etc I can work unsociable hours and still not have to worry that I won’t be able to find an important piece of information.

    In 2015 we will be using the data from last year to create better quotes and become more competitive in our area, we have a much fuller picture of how our development cycle works and what are the bottlenecks in getting projects out the door.

    The exciting part is that this new year we will have the Android/ iOS and desktop updates for Work[etc], which will mean we will be able to work even smarter.

  • Thanks for the mention and I feel this still rains true as our big win this year. It has allowed many doors and ah hah moments to occur as we continue to grow and focus on our repeatable formula to success!

  • Bryan

    It’s really too bad they refuse to add in the necessary feature of using purchase orders… This will never be a viable option until they fix this oversight

    • We have never refused to build a purchase order tool, in fact it is indeed on our internal roadmap. Also remember that P.O’s are not used by every business and honestly it seldom comes up among our existing 1200 paying customers.

    • Steve Westrop | WORK[etc]

      There was a fair bit of discussion and distraction about this on the feature forum, but when people were invited to share what they’d like to see in regards to POs there was no response so it got dropped off the priority list at the time. I’ve thankfully only had to work with one Company that lives by POs – even a packet of biscuits needed one filled out in triplicate – and there are many businesses using WORK[etc] that won’t understand that comment at all. Please feel free to share any further thoughts around this on the forum though, as I’ll be collating the feedback there to help determine the scope when we get to it.

  • Bob Brown

    We’ve been using WorkEtc. for 4-5 years now and can’t imagine how we worked without it. Since we have started using it we’ve gone from 4 employees to 17 and just opened an overseas office this year. Managing that many people and the large volume of projects we work on would not be possible without WorkEtc. Thanks for the great product!

    • Steve Westrop | WORK[etc]

      This is so good to hear Bob: thanks for sharing. Sounds much like our own story too. I flew out to meet the Team in our new “overseas office” in November, and it was only as I was preparing a quick PowerPoint with some background info that I realised we had grown from 7 to 22 in the time I’ve been here. Of course almost everything we do is done directly in WORK[etc] too – we wouldn’t want it any other way.

  • Andrew Shelton

    I agree with Bryan … it is too bad that purchase orders are not added so that they can be used to fulfill that part of the system. The other piece that would be MOST useful for us is if there were to create a template for a quote / order that could just be replicated for each time that that type of quote / order was called for. That would save a considerable amount of time!

    • Hi Andrew – this is definitely on our internal roadmap, we just need to stay focused on delivering the next iteration of our user-interface for the next little while! Thank you for your support.

  • TechGro

    By making the tracking of services, products and hours easier, Work etc has helped make our business easily manageable and that has resulted in profitability increases.

  • David Jones

    We have been able to achieve a unified single repository of customer related data. We went from a rarely followed manual process of recording customer contact history to a fully automated system that captures all the data we need. We now can track and report on the progress of a lead becoming a customer, to creating a project with time and expenses, and on into support phase after the project has went live. Its been a define home run.

  • Thomas Lawler

    I’ve enjoyed supporting Work[etc.] for almost a year now, and it has been a pleasure working with the wonderful support staff & engineers. Everyone is very responsive to question & inquiries that I have submitted.

    Since implementing Work[etc.] we have eliminated the use & support of four additional online tools. With a rapidly growing business it was difficult to manage users & accounts for each service. I found myself supporting these various services internally, which took much of my available time.

    With Work[etc.] we have successfully integrated all previously used services into one application. It has empowered internal departments to take ownership of their workflow within Work[etc.], made internal communication seamless, and allowed managers to see the complete business process from Sales to Customer Support.

    Great product!

  • Steve Westrop | WORK[etc]

    It’s been so encouraging reading all these stories. I’ve had the pleasure and privilege – and I say that most sincerely – of working and speaking with many of the people contributing here, and watching their businesses grow and succeed has been fantastic.

  • Manolo Navarro

    After 5 years I’ve been using WorkETC I’m able to evaluate my performance at Work and identify trends. Now I know where is all the information about my business in one place.

  • Tabitha Mills

    I’ve found that by using the right tools in business such as work etc it allowed my business to really progress in 2014. I am hoping to extend this over and into 2015 in order to grow my business further. It’s been great to finally find a tool that just simply works.

  • Branden

    In 2014, our company did pretty well. We got our first overseas client (an off-shot of an existing client), which was quite a milestone. And another of our clients (a very large organisation) sees us as the ‘go-to’ guys whenever they have an extra hand in a technical project. Most importantly, I’m sure it’d would’ve been a lot more trouble to properly keep track of everything we’ve done this year without WORK[etc]!

  • Barry Gibson

    Thanks to all the companies who have shared you successes.
    I think its great to see how other people have been succeeding and being able to a gain some inspiration from the comments.
    For our own business we look to keep everyone in the loop and up-to date which has great advantages for us.

  • Work[etc] is a great tool! I work in non profit organisation and finally we got all in one place. But sometimes I think there is too many options, and I feel frustrated because I don’t use all of them. Maybe I need some lighter version 🙂

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