Case Study: Industrial Equipment Sales Company consolidates contact chaos and boosts sales efficiency with WORKetc

How this industrial sales firm consolidated their contacts in a cloud-based system

This Oklahoma-based industrial equipment sales firm has operated for four decades using paper notebooks to track a growing list of clients and trade-show leads. As the company prepares to expand, this fragmented, paper-based contact system made it difficult to keep sales activity visible, assign leads, and maintain efficiency across the team.

WORK[etc] consolidated contacts, correspondence and activity histories into a cloud CRM with import/sync tools and mobile access, while its sales module lets the team build catalogs, generate quotes and invoices, track commissions and recurring charges, and view pipeline reports. The result is a centralized, searchable contact and sales system that improves lead follow-up, boosts productivity, and gives the company the visibility needed to scale.