When using multiple applications to manage your business, critical project data is spread throughout your CRM, billing, and project management software, resulting in users having to jump back and fourth to do simple tasks.
By consolidating multiple programs into one platform, WORK[etc] allows you to do more with projects. Upon the completion of a sale a lead can be converted directly into a project with all client information coming with. Set a project bduget, manage task lists, and track time spent working on a project using timesheet, milestone, and expense data to create an invoice.
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.
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.
Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.
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.
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.
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