STV uses Workbooks to support revenue growth

STV’s commercial team, responsible for delivering marketing and advertising solutions, faced significant inefficiencies due to fragmented data.

Information was spread across multiple databases, making it time-consuming to access, manage, and report on client activity and campaign performance.

“A lot of our information was contained on multiple different databases. This made it really time-consuming for us.”

— Sarah Kennedy, STV

STV selected Workbooks CRM to centralize their data and streamline operations. The platform offered a bespoke, user-friendly solution tailored to the team’s specific needs.

“Workbooks got everything that we were looking for. They made it really easy for us and were able to make it really bespoke based on what we wanted to do.”

The implementation process was smooth and well-supported by the Workbooks team, who guided STV through every step.

“Workbooks were really key in helping us through the whole thing, holding our hands, making sure that we were not alone in the whole process.”

The CRM was quickly adopted across all levels of the commercial team—from account managers to senior leadership—thanks to its intuitive interface and ease of use.

“They found it incredibly easy. They now essentially manage their own portfolios across our system, which is something they were using Excel for before.”

• Improved Client Tracking: Account managers can now monitor client journeys, campaign performance, and revenue generation with ease.
• Enhanced Reporting: Managers can assess individual and team performance, track revenue trends, and identify growth opportunities.
• Data-Driven Insights: The team can spot sector trends, identify underperforming areas, and target new business opportunities more effectively.
• Operational Efficiency: The CRM replaced manual Excel processes, saving time and reducing errors.

“We’re able to look at each month, spot trends, and target businesses using the CRM as a tool to generate leads and track them through.”

Results

• Increased visibility into client performance and revenue
• Streamlined workflows and reduced admin time