Take a Look

(2.05 mins)

This presentation provides you with an overview of Workbooks CRM & Workbooks Business. From this presentation you will learn:

• The core functionality Workbooks has to offer.
• The benefits Workbooks can drive to your business.
• How and why Workbooks is different to other CRM vendors.

(3.0mins)

 During this presentation you will see how Workbooks CRM is:

• Familiar and easy to use.
• Able to move, re-size and reduce 'windows'.
• Able to sort date. Able to group data.
• Able to filter data.

(2.48mins)

 Managing relationships within business is key to maximising the potential within prospects and customers See how Workbooks CRM can help you.

During this presentation you will see how Workbooks CRM can build relationships with:

• People and Organisations.
• Multiple People.
• Multiple Organisations.

(3.02mins)

Workbooks gives you the most complete view of your interaction with your customer where you can store documents, contracts and notes.

During this presentation you will see how Workbooks CRM can:

• Update meeting notes.
• Add and remove contacts.
• Update documents.

 (2.38mins)

 Understanding where your sales opportunities are is critical; without a consistant approach to managing the pipeline it is difficult to ensure that each sale is where the salesperson believes it to be.

During this presentation you will see how Workbooks CRM is able to:

• Manage opportunities.
• View Dashboards.
• Drill down into opportunity detail.

(9.38mins)

 See how Workbooks can improve the life of a Salesman in his day-to-day activities. During this presentation you will see how Workbooks CRM can:

• Manage day to day activities.
• Qualify sales leads.
• Track opportunities with values, stages and close dates.
• Understand which people influence the deal.
• Produce accurate and professional quotations.
• Provide case study and reference site information.
• Obtain competitive information to beat the competition.

(3.16mins)

 When you need to have comprehensive information available Workbooks can provide a whole host of pre-assembled reports, or if you wish you can create your own.

During this presentation you will see how Workbooks CRM can:

• Create Reports
• Modify Reports
• Add Reports to Dashboards