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HOW GROWING BUSINESS USE WORK[etc]

This financial firm didn’t want to drown in paper reports, so they looked for a cloud-based all-in-one CRM solution

This USA-based company offers business consultancy and financial advice to developing companies in the oil, gas, and real estate industries. The trouble is, their fast growth has led to a surplus of hard-to-track paper reports, emails, and spreadsheets. Learn how WORK[etc]'s cloud-based business management tools can help keep you from drowning in a sea of paper.

The simple, all-in-one solution to this accounting firm’s complicated problems

This California-based accounting firm is having problems getting the entire team to get completely on board the system they are currently using as it’s “a little bit overly complicated”. Learn how WORK[etc]’s intuitive, easy-to-use cloud-based system can break down the barriers to full implementation without sacrificing its powerful suite of business management tools.

How an accounting firm can manage the entire customer life cycle with one cloud-based solution

Each year, you probably dream of sailing through tax season and winning a stream of client accolades and new referrals. Why not make that happen with a simple, powerful solution that redefines the meaning of efficiency?

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WORK[etc] blog

How to Win That Elusive “Yes” for Your Sales Quotes and Proposals

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. Now, putting your best foot forward on that first date is just the start. If you want to get a “yes”, you better be ready […]

How To Sell Your Team On A New CRM—And Keep It From Failing

No business really gets started until something gets sold, whether it’s a product or a service. That’s why entrepreneurs need to at least have some sales know-how to even begin dreaming about success. And get this—when you’re an entrepreneur, it’s not just potential customers that you need to convince to buy in. From time to […]

Every Minute Counts: 3 Ways Time Tracking Helps Your Bottom Line

Five minutes. That’s how long I spend on my email inbox at the start of my day, every day. I used to get easily distracted, sometimes spending upwards of half an hour just going through my email. And by “going through” I do mean just reading them. No replying, no creating tasks. It was a […]

Don’t Use a Driver When You’re in a Sand Trap: Boosting Growth with Automated Tags

Small business marketing is a bit like golf. You don’t use a driver for every single stroke. Yeah, you might luck out and get a hole in one, but it’s more likely you’ll end up spending way too much effort for too little return. What matters is that you identify exactly which club best fits […]

The Underperforming 10% of Your Team Can Burn Your Small Business

WORKetc is a small business. Tiny, really, compared to others in the CRM industry. But still—we’re able to provide our services to over a thousand companies, big and small, all over the world. How? Well, by using a complete business management solution to run day-to-day operations, for one, but also by obsessively making sure that […]

Unlock Your Site’s Potential With Automated CRM Web Forms

Don’t believe what the “gurus” tell you: lead generation is hard. It costs money, time, and a whole lot of effort. So it stands to reason that business should do everything they can to at least make the process of actually capturing the leads they generate be much smoother and easier. That’s where WORKetc’s web […]