A complete business application designed for the IT Channel.

Workbooks offer a complete integrated business application to support a channel business from 'prospect-to-cash' - covering marketing, sales, customer services, order administration and fulfilment. This provides a greater scope of support than that provided by typical CRM systems.

Avoid the ‘hidden costs’ of management reporting.

You will understand the importance of tracking key business metrics, but there is often a ‘hidden cost’ of the time spent manually collating data and preparing reports.  With simple configuration, Workbooks can deliver up to date reports and dashboards covering for example: bookings, billings, pipeline and forecasts for products and services, success of marketing campaigns, customer satisfaction; analysis of business by vendor, customer, sales exec etc. Cost effective.

Workbooks is typically less expensive than its CRM competitors, certainly those that are software based (and as such require capital cost for hardware and installation). However, those customers that take Workbooks Business enjoy significant savings on the cost of order processing and fulfilment – often out-stripping the cost of their Workbooks subscription. Easy to adopt.

Workbooks deployments typically take no more than a few weeks from start to finish with minimal configuration overhead, simple data import and training, as well as on-line resources to help new users. Because Workbooks has an easy to use 'Windows-like' user interface, the rate of adoption is fast and ongoing usage is higher than traditional 'flat page' CRM systems.