It’s easy for a CRM software to claim integration with Google services. But do these apps offer a two way sync, and can they manage every aspect of your business without the need for additional integrations?
WORK[etc] – Google CRM integration allows business-wide collaboration from anywhere. Road warriors can make updates in real time: Win a sale then convert it into a project, quote, or invoice using WORK[etc]’s mobile apps. Once these changes have taken place, employees are notified and a series of follow up tasks can be immediately started such as the beginning of a project phase or scheduling of a follow up.
You can manage your entire client lifecycle in one CRM software. Manage your leads until close using custom sales stages and visual pipelines. Collaborate on projects, tasks, and support cases and track time as you go. Track your projects using 8 different real time views, among them gantt charts, project trees, and real time activity streams. Create billable expenses, timesheets, and milestones and easily use this data to create an invoice and bill your client. Add your client to your email marketing campaigns and keep them up to date with new product releases and other information.
With the Gmail gadget, you have the convenience of WORK[etc] from inside your Gmail account. When you receive an email, the gadget will identify the sender in WORK[etc] and align the contacts, or allow you to create a new one. Using the information within an email, update your sales leads, projects, tasks, and support cases – or create new ones entirely. You can also clip emails to existing activities in WORK[etc]. You can also take advantage of WORK[etc]’s email integration functionality from Outlook – the same features of the Gmail gadget are offered as an Outlook gadget, so you can make WORK[etc] changes quickly regardless of your email.
With just a few simple process changes, Eco Communications found up to $56,000 in extra annual revenue per employee. Find out how they did it below.
Healthcare company Wound Care Advantage managed to save over 1,400 man-hours per employee and help up to four times the number of clients for a grand total of up to $1.4M in extra annual revenues. How? Read on.
Not all your customers are the same. Here's how WORKetc's automated tags help you segment and target your audience for maximum returns on your email marketing campaigns.
Just because you don’t have a massive budget doesn’t mean you can’t market your content effectively. Add some extra oomph to your marketing efforts at no cost with these free image resources.
Every day, the engineers at Accident Reconstruction Analysis use their unique mix of CSI and MythBuster skills to get to the truth behind everything from industrial accidents to car and plane crashes. Helping them run the company smoothly is WORKetc.
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