Telephone: +44(0)118 3030 100

Free Trial Image

CRM for Sales

Improve your sales... reduce your costs

Because we recognise that making sales is vital to your business, Workbooks is designed specifically to help you close more business, more quickly.

Sales Managers love Workbooks CRM. You will be amazed how quickly you can track your opportunities and understand which deals are going to close and which are going stale.

Use Workbooks CRM to:

• Manage your teams' leads and opportunities.

• Keep on top of all new business enquiries and sales prospecting.

• Never let a lead slip - create reminders for follow up.

• Keep track of your sales pipeline: accurately forecast likely revenue this month, next month, etc.

You will also know which of your salespeople are performing and those that are not; you can understand the mix of new business vs. existing, what deals generate the most profit - all at the touch of a button.

Territory reviews with your salespeople can be done in no time and reporting on sales progress to the MD will no longer take hours from your day as reports and dashboards are easily created.

Salespeople love Workbooks too – keeping track of leads, opportunities and contacts has never been easier. They can even identify what competitor activity is happening in their accounts. They can create quotations and send them directly from Workbooks, they can understand the profitability of their deals and never have to provide their own sales reports - all allowing them to spend more time on customer facing activities that will help win more business.

Workbooks Sales Management

Understanding how your opportunities are progressing is a fundamental element of good salesmanship.

Workbooks CRM enables you to manage the complete opportunity life-cycle from lead conversion through to opportunity close.

Workbooks CRM can help you:

Manage your leads into opportunities
Keep track of opportunities
Create custom built quotations
Manage relationships
Manage documents

Workbooks CRM enables you to categorise your sales process, allowing you to have a consistent view of the opportunities that are in progress.

Existing "Sales stages' from within Workbooks can be utilised or you can easily create your own.

With Workbooks CRM you can:

Have a consistent view of opportunities
Spot weakness in your pipeline early on
Drive sales to achieve quota

Want to know more..

Check out the video.
Pipeline Management (2mins 13secs)

To understand more of the importance of Pipeline Management we have put together a short document entitled 'Mind the Gap' - Pipeline Management, in which we examine the need to influence future sales performance.

Download the document here.

Being able to understand which key deals are going to fall when, has an effect on the cashflow of your business.

Workbooks CRM manages the forecasts of multiple salespeople which will provide greater predictability of the final sales figure over a given period.

Workbooks CRM can help you:

Set individual sales quotas
Manage predictable forecasts of key deals
Report forecast vs. quota

Most traditional contact management solutions use the concept of ‘Contacts’ who work for ‘Accounts’, to describe relationships. We believe this approach is too simple as it doesn’t allow you to track ‘real world’ relationships that normally exist in business.

Within Workbooks CRM we use the concept of ‘people’ and ‘organisations’ and you can determine the relationships that exist between them.

Using Workbooks CRM you can:

• Define organisations as prospects or customers, and as a supplier or competitor.

• Define people as employees, contractors or advisors to one or more companies.

• Attribute documents to more than one person or organisation.

Want to know more...

Building Relationships with Workbooks (2mins 48sec)

Create Quotations from within Workbooks!

Workbooks CRM has an in-built quotation tool that helps you to create new quotations, customised to suit your company, quickly and easily.

All you need to do is select the product(s) and quantities and Workbooks will create the quotation for you, including references, unit price, total price, description information, net and gross cost, tax and totals.
Having your pricing information contained within Workbooks ensures that your quotations always use the correct prices and discounts - and when the order comes in, you can use Workbooks to convert the quotation to an Invoice at the click of a mouse!

Using Workbooks CRM you can:

Create quotations directly from the opportunity.
Design your own custom look and feel quotation.
Convert your quotation into .pdf format.
Email your quotation directly to the contact.
Greater control over the orders you take and the ability to reduce credit risk.

CRM for marketing. CRM for Marketing

CRM for sales. How can CRM help my sales?

CRM for helpdesks. CRM for Help-desks

Can CRM help my admins? Can CRM help my Admin?