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.
Multitasking is a myth—and it's a lethal one for your small business. Here’s how you can keep it from killing your productivity.
It's easy to drown in the torrent of emails that flood your inbox everyday. Fortunately for Gmail users, Gmail Labs has a few features that, coupled with the WORKetc Gmail gadget, not only make your inbox more efficient but make you more productive as well.
Real WORKetc users once again drop some productivity tips on running, managing, & growing your small business to bring you to the head of the pack.
Tracking, managing, and updating 100 active projects a day, each with two very different customer types, was too much for home repair firm HOCOA San Diego's old CRM. Company owner Sam Goodwin tells us how he did it all while increasing efficiency by 35% with WORKetc.
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.
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