Sales Management

Saves You Time. Manages Your Time

Workbooks CRM is designed to work as hard as you do; to provide easier access to information and a framework for revenue generation activities.

Workbooks' unique Web 2.0 technology makes it easy to access, search and sort the information that sales teams need.

Activity Management

Use Workbooks CRM to manage all your lead generation activities, to record all touches with your prospects and to provide comprehensive pre-activity briefing information.

Used effectively, data instantly at hand includes company information and people information: company employees, suppliers, partners etc are all available within a mouse-click without the need to create and run complex reports.

And it's all been set up so that when you add new information we pre-populate as much as possible - to save you time.

Lead Management

Key to sales success is a well qualified, healthy business pipeline. Workbooks CRM works with you as you work to generate leads and to turn opportunities into sales.

Workbooks keeps track of leads assigned to you and convert leads-of- interest into people and company records quickly - individually or in bulk.

• Allows sales managers and marketing teams to set assignment rules for inbound leads so that they reach you more quickly.
• Automated responses to inbound enquiries for an immediate, hands-off 'touch' to your prospect.
• Activities set for you to ensure timely follow up.

Workbooks CRM provides a strong framework from which sales teams can move their leads through the opportunity sales cycle and achieve revenue.

Opportunity Management

Workbooks CRM provides a comprehensive tool to manage and forecast your sales opportunities. It helps you answer those key questions all successful sales people ask:

• When will this deal close and how much should I forecast?
• Who are the key influencers in this deal and what do they think of our products/services?
• Who is the budget holder?
• Who signs off the purchase order?
• Who makes the final decision?
• What are the risks this opportunity might not close?
• Who are my competitors in this opportunity?

Using the activities and notes capabilities of Workbooks, you can build account plans and enlist the help of colleagues and senior management in your organisation to help you get your deals closed.

If you sell with, or through, channel partners, Workbooks also allows you to understand and leverage your partnerships so you can maximise the value of your partner network.

Workbooks comprehensive database can track customer references and case studies, so you can quickly identify which customer reference is most appropriate to help you win the business.

Fast and Efficient Quoting

Workbooks CRM automates quoting and associated approval processes to make quoting for business fast and simple.

Use the Workbooks CRM quoting tool easily create, store and send quotes to prospective customers in your corporate style.

Use pricing held in any of Workbooks' product books; with the option for multiple pricing schemes.

Automated quote approvals dramatically reduce the time and resources required to authorise sales quotes and discounts.

Signing Business

Streamlining sales order processes and improved visibility of cross- functional information make signing the deal simple and fast. Leaving you free to focus on your next order.

• Immediate visibility of customer and partner credit status and credit limits.
• Press-button creation of sales orders from quotes.
• Automated approval processes that save time and paper.
• Electronic storage of all orders and production for master records of all orders placed, values, time periods etc.