Workbooks CRM Consulting Partners

Consulting Partners

• Deliver Consulting, Training and Integration services for Workbooks customers
• Work closely with Workbooks to wind and deliver projects
• Maintain vendor neutrality

The Opportunity

Workbooks is rapidly emerging as a leader in CRM and Business applications for small to medium-sized businesses. We support a Software as a Service (SaaS) delivery model only, minimising up-front investment for our customers, lowering on-going costs and affording more flexibility than traditional software-based alternatives.

Whilst we have Editions to suit simple requirements for smaller organisations, our larger customers deploy Workbooks solutions across multiple functions in their organisation including marketing, sales, customer services and, order and fulfilment management – tracking the delivery status of customer orders, placing supplier orders, scheduling and recording work associated with fulfilment, and issuing invoices.

Such customers recognise that paying for professional services to get started is a sensible investment. 

Typical project phases include:

• Requirements Definition
• Configuration/Integration
• Data Migration
• User Acceptance Testing
• Training

Where integration with third party systems is a requirement, Consulting Partners who are able to deliver application integration using the Workbooks API are increasingly in demand.

The Right Support

As a Consulting Partner you have access to Workbooks resources to help you win and deliver projects. Our Sales Team will provide pre-sales support, and whilst building your Workbooks practice, you can augment your own delivery capability with our Consulting and Training staff – effectively sub-contracting work to us at a preferential rate. 

We will introduce Consulting Partners into our projects, favouring those with a track record of delivery. We respect the vendor neutral stance of some consulting businesses, but do of course seek to develop a sound working relationship with all our Partners.

What we need from you

Your consulting team needs to know and understand the Workbooks product suite. Depending upon the size and reach of your business, we may ask you to pay for training in the Workbooks applications, although our primary objective is to ensure that our customers have a choice of capable, reliable Consulting Partners to whom they can turn for implementation support.

Want to know more?

Please take a few moments to complete the form here, and one of our Partner Team will be in touch.