How WORK Inc’s tailored CRM better serves every client
WORK Inc., a nonprofit that helps individuals with disabilities achieve their career goals, struggled to accurately capture the right client data—and convert it into meaningful at-a-glance program progress reports. They had a Salesforce system in place, but it wasn’t tailored to their unique processes or reporting needs, and those data gaps impacted client outcomes.
To help WORK Inc. improve the efficiency of their Salesforce system, we customized the entire setup to better support the staff using it. With new user-friendly workflows, real-time dashboards, and ongoing staff training, WORK Inc. can accurately tie their efforts to client outcomes and track the impact of every hour.
WORK Inc needed:
- A simple way to turn the data trapped in notebooks and Excel spreadsheets into useful at-a-glance reports.
- A tailored CRM system that can scale and evolve as programs change.
- Cost-effective implementation support and team training.
Arketek delivered:
- A fully customized Salesforce system and dashboards that fit their budget, existing processes, and reporting requirements.
- Ongoing updates to accommodate new workflows, programs, and data tracking needs.
- Dashboard training to help staff pull the specific data and reports they need, on-demand.
The results:
- Significant time savings from faster data entry, fewer entry errors, and built-in reports any staff member can pull and customize.
- Higher-quality client service with dashboards that make progress tracking simple.
- Improved grant funding opportunities driven by accurate success data and trend reports.
“Having Arketek on board to design this the way we wanted it and to capture all the details we needed, that’s been super instrumental. It makes us a lot more efficient.”
Steve Aalto, V.P. of Workforce Development
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Book a no-pressure discovery call with our team.
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