WORKetc
33 Case Studies
A WORKetc Case Study
Boise State University's TechHelp Idaho, a manufacturing extension partner providing consulting services, faced significant challenges with its outdated, non-cloud-based client engagement system. Their old platform offered no visibility into the initial stages of a client relationship, leaving the front end of their business "dark" until a lead became a billable project. After being criticized at a national conference and finding that alternative systems like Salesforce were prohibitively expensive and required piecing together multiple apps, they sought an all-in-one solution.
The vendor WORKetc provided its integrated cloud-based business management platform to consolidate their operations. The solution gave TechHelp Idaho complete visibility, automating their lead capture through customizable web forms and integrating seamlessly with Gmail via a gadget. This resulted in over 40 new leads in five months, more effective and targeted client communication, and a streamlined process from lead to invoice. WORKetc delivered an affordable, simple system that managed their business end-to-end, leading to more workshops, more sales, and busier consultants.