Improve your sales and 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.
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.