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Amstore Case Study
Wholesale & Retail
Amstore is a leading Digital Media production company, servicing the corporate and entertainment markets. Amstore has evolved from a commodity manufacturer to a creative production agency with clients, re-sellers and suppliers around the world. They found that their previous CRM system could not change and adapt sufficiently to support this growth.
ASK Europe Plc Case Study
Professional Services
ASK Europe Plc is a global organisational development consultancy that provides customised management and leadership solutions. They had been using Goldmine for more than 10 years but felt that it was too antiquated to meet their needs as their business processes changed and developed.
Broker Profile Case Study
Finance and Insurance
Broker Profile is a leading Investor Relations Consultancy whom focus primarily on Private Client Fund Managers and Stockbrokers in the UK. Having previously used spreadsheets, Broker Profile are now using Workbooks CRM to streamline and manage their day-to-day business processes.
CABA Case Study
Charity
Chartered Accountants’ Benevolent Association (CABA) is a charity that provides a holistic service supporting Chartered Accountants in need of financial support, counselling, advice or information. CABA are using Workbooks CRM to manage a multitude of business processes.
ClinkClink Ltd Case Study
Restaurant, Hospitality, Entertainment
ClinkClink Ltd is a leading events management company. ClinkClink Ltd use Workbooks to manage the numerous business processes that underpin each event that they manage; lead and opportunity conversion, customer quotations and orders, and accurate job costing to ensure profitability of the work.
CRCC Asia Case Study
Education
CRCC Asia is the leading provider of internships in China, finding work placements in the legal, financial and many other sectors for students and young professionals from around the world. CRCC Asia initially used a mixture of Excel spreadsheets and Google Docs, but these information silos struggled to manage increasing data volumes.
CSols Ltd Case Study
IT & Telecommunications: Software
CSols Ltd is a laboratory informatics company that provides analytical laboratories with software solutions to streamline their laboratory procedures. The company was previously using Sage ACT! but found it was very limited in terms of functionality and it simply wasn’t being used by the other members of the team.
Datalex Case Study
IT & Telecommunications: Software
Datalex is a leading provider of travel distribution and merchandising software solutions. The Datalex team now uses Workbooks to manage its growing database of contacts and to manage the planning, execution and results of marketing campaigns and events.
EST Marketing Case Study
Professional Services
Set up in 2002, EST Marketing are a business development and telemarketing agency that specialise in the IT industry. With over 7 years experience, EST Marketing's services include Lead and Appointment generation. Prior to Workbooks, EST Marketing were using spreadsheets.
Global Transport Forum Case Study
Media & Publishing
Global Transport Forum specialise in organising technical conferences for the railway industry and the tank storage industry. Previously, they were using FCPro, a kind of registration, invoice and CRM system - and a system of spreadsheets. This duplication was causing a number of pain points for the company.
Helen Brett Enterprises Case Study
Retail
Helen Brett Enterprises is the leader in cash and carry trade show production and management in the United States. The company quickly realised that they needed a CRM system to enable them to keep track of all the buyers, sellers, people and organisations that they were contacting.
Horizon Case Study
Transport & Logistics
Established in 1991, Horizon International Cargo are experts in international transportation and logistics, and have grown to become the UK's leading independent multimodal freight forwarder. Horizon moved to Workbooks from using Spreadsheets.
Index on Censorship Case Study
Charity
Index on Censorship is a not-for-profit organisation that campaigns for freedom of expression around the world. Prior to implementing Workbooks, employees held isolated records in spreadsheets. Workbooks has helped the company to share this information, enabling them to grow as an organisation.
iomart Group Case Study
Telecommunications
The iomart Group is one of Europe's leading providers of managed hosting and cloud computing services. Its previous CRM system couldn't cope with the company's expansion and growth strategy. iomart has now been using the Workbooks CRM system since 2010 and has over 50 users using the system on a daily basis.
Megatech Limited Case Study
IT & Telecommunications
Megatech Ltd is the largest independent supplier of equipment and services to the semiconductor and thin film industries in the UK. Having experienced difficulty with Salesforce.com and Sage CRM, Megatech is now using Workbooks to enable quick and efficient communication between departments.
Metadigm Ltd Case Study
IT & Telecommunications
Metadigm is a specialist provider of network and security solutions. With over 20 years experience, they are a trusted leader in their field and have a client base spanning across 20 vertical market sectors. Metadigm were previously using spreadsheets.
Multrees Investor Services Ltd Case Study
Finance: Investment Banking
Multrees Investor Services is a specialist provider of investment administration, consolidated reporting and custody services. Prior to Workbooks, they were using spreadsheets and there was no easy way to track communication with prospects and manage inquiries made by their investment management clients.
Northdoor Case Study
IT & Telecommunications
A top provider of IT Solutions to the Financial Services sector, specialising in application development, EPM, IT Support & Managed Services, Northdoor moved from Salesforce.com to Workbooks so they could run their Sales Order Processing on the same platform as their CRM.
Procure4 Case Study
Professional Services
Established in 2001 and with more than 30 employees, Procure4 are one of the fastest growing specialists in supply chain management. Prior to implementing Workbooks, Procure4 had been using a combination of spreadsheets, notes and emails.
Rawnet Case Study
Marketing Services
Rawnet, a web-design agency based in Berkshire have fully integrated Workbooks with their website and use it to run their entire business, from prospect right the way through to invoicing.
Regen SW Case Study
Energy
Regen SW is a not-for-profit organisation that is the leading centre of sustainable energy expertise. Their work is relationship driven and a CRM system was essential to enable them to have visibility of the links between different organisations and people.
Ribble Packaging Ltd Case Study
Manufacturing
Ribble Packaging Ltd is one of the UK’s leading manufacturers of corrugated packaging materials. Ribble now use Workbooks to manage customer queries and complaints. Workbooks enables the customer service team to action a complaint quick;y and effectively.
Spayne Lindsay & Co. Case Study
Finance: B2B
Spayne Lindsay & Co. is an independent advisory firm that provides high quality corporate financial advice to companies in the international consumer sector. They use Workbooks to monitor their engagement with customers and manage marketing events.
Strata Tiles Case Study
Manufacturing
Strata Tiles is one of the UK’s leading suppliers of natural stone, porcelain, ceramics and mosaics. Having grown from a team of three directors to a multi-departmental company, the company needed a CRM system that could keep track of data from numerous sources and give them a view of the entire sales process from start to finish.
Taopix Case Study
IT & Telecommunications
Taopix Limited is a privately-funded software development company that provides a superior photo book and photo gift software platform to digital printers and photo finishing companies. Taopix previously used a combination of Sugar CRM, Google Docs and Spreadsheets, but these systems could not cope as business expanded.
The Exchange Lab Case Study
Advertising & Marketing Services
The Exchange Lab offer specialist trading services across online ad exchanges and both demand and supply side platforms. The company was initially using a system of spreadsheets and Outlook but this became too cumbersome for the company to expand.
The SMTA Case Study
Trade Association & Professional Body
The Scottish Motor Trade Association (SMTA) is the only trade association that exists to support motor trade businesses in Scotland. Having previously used a collection of segregated systems, the SMTA now use Workbooks to manage their membership database.