Customer LoginData Management
One of the challenges that many business face is that the information within the business is in disperate places. This is driven by the fact that Most SME's run different applications to manage the day-to-day tasks:
- Sage for accounting,
- Excel to manage the sales process,
- Word to create Quotations and Invoicing,
- Outlook to manage your emails.
- ACT to manage your contacts
Workbooks stores all of your information in a single data-base allowing you to share data amongst all of your users whether they are in Sales, Finance, Customer Service or Administration.Whilst the information is all held in one place there are permissions that restricts who sees what thus preventing sales seeing HR information.
CRM for Marketing
How can CRM help my sales?
CRM for Help-desks
Can CRM help my Admin?