Using the email drop box, integrate WORK[etc] with your related company emails for two way functionality. Users can not only send emails from within WORK[etc], but can also set up WORK[etc] to capture all incoming emails to company addresses and parse them to their relevant functions/users within the application automatically. Not to mention users can use the email drop box to create and update items while not using WORK[etc].
Sending an email to any contact from within WORK[etc] is as simple as the click of a button. Our G Suite CRM can also be set up to automatically capture general correspondence, and will parse emails out to specific users within the system, or make necessary changes, based on what address an email is sent too. For example, if an inquiring lead sends an email to a sales email, WORK[etc] will automatically use the information given to create a lead within the system.
Using the E-mail drop box, users can create and update projects, contacts, leads, and other items all through email. Create and update new items on the fly, through a desktop email client or perhaps a mobile cell phone. Think purchasing company supplies and updating your expenses right then and there, or closing in on a sale during a meeting and making the necessary changes immediately!
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.
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.
Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.
Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.
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.
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