A sales opportunity may be generated by an employee, a customer, a partner or even from your website. This lead is tagged by WORK[etc] and is tracked through our sales management software. Sales staff can then assign a dollar value, likelihood of success, progress status, actions, notes and follow-ups. By integrating directly with the online calendar and task lists, WORK[etc] helps ensure every lead is pursued until closed.
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.
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.
Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.
Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.
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