CRM for Media and Publishing

tpa_affiliate_logo_cmyk-002.jpgThe Media & Publishing industry is in a state of transformation, with new players continuously entering the market, leaving consumers spoiled for choice.

The keys to driving subscriptions, content engagement, advertising revenues and ultimately sales in this industry is changing, and to compete and stay relevant, organisations must evolve and leverage the right technology.

Audience management & insight

Imagine having a true 360-degree view of your audience and knowing who the key segments are, what they want, when and how they want it?

Using Workbooks CRM, you can manage your audience efficiently and effectively and get the insight you need to be able to develop a true data-driven strategy for your business, for both your subscribers and your advertisers. You can easily monetise products and services and you can expand your revenue stream across all your properties.

We decided to go with Workbooks because it would enable us to manage the sales and order processing of our numerous print and online products, whilst also providing impressive CRM and business functionality. 
Simon Berti - Sales Director at ATG Media

Relationship management

Your eco-system is complex. It includes subscribers on one side, and on the other individuals across various businesses from advertising brands (your end-client), advertising agencies and media buyers.

Keeping track of the relationships between each of those and how they are connected can be a real challenge.

Workbooks CRM can easily support such complexity and provide you with the right accurate information at your fingertips – ensuring the best experience possible.

Customer Success Stories
ATGMedia logo


Workbooks helps improve business processes and brings departments together.


Caspian logo


Caspian Media is a media and publishing business. Prior to Workbooks, Caspian had a number of disconnected systems in place to manage their customer interactions, sales order proce ...


Good Salon Guide Logo


Workbooks helps the Good Salon Guide generate new business and improve customer retention.


Market and Sell smarter


Sales team need easy access to information, deep customer insights and the tools to close deals quickly and efficiently. They need real-time data to drive quick decision-making.

All of this information can be easily found in Workbooks CRM and thanks to a mobile app, sales reps can access the right information anywhere, anytime.

And that is not all. Sales reps can leverage Workbooks Marketing Automation suite too to connect with prospects early in the sales cycle, and to gain valuable insight on prospects behaviour or interest (using web analytics), helping tailor their sales strategy accordingly. Workbooks gives you the tool to drive revenue and engage with customers more deeply.


To support the sales effort, Marketing can send targeted and personalised emails, such as subscription offers. Potential subscribers are easily identified and effectively marketed to.

Using Workbooks Marketing Automation suite, Marketing can easily determine ROI on marketing campaigns and view response rates to quickly identify successful tactics.

Using Workbooks Event Management module, you can manage live conferences, including sessions, speakers, sponsors, delegates, communications, online payment etc. No need to integrate a third-party event management tool to your CRM anymore – you have everything available on one platform - saving time and money.

Overall, Workbooks was the only solution we found that would allow us to customise the platform in a cost effective way so it aligned to the specifics of our business.
Oliver Schofield - Deputy Technology Manager at Caspian Media

Operational efficiency

With Workbooks CRM, every department has access to subscribers, advertisers, prospects and agency data in real time to collaborate and drive the best customer experience possible.

And you can increase productivity and efficiency through automating processes. It’s easy to automate subscription renewal reminders to prevent lost sales.

Order management, commissions and discount management, contracts, invoices etc. and after sales service can be easily managed within Workbooks CRM, reducing operational overhead and human error and ensuring customer get what they ordered.

In a nutshell, you can streamline your operations and drive efficiency throughout the entire ‘lead to cash’ process.

  • 360 degree view of advertisers and subscribers to service them efficiently and effectively
  • Management complexity of eco-system: clients, media buyer, agency
  • Access to information anytime, anywhere (mobile app)
  • Sales and Marketing management
  • Automation and Workflows
  • Report and analysis for better decision making
  • Marketing Automation
  • Event management
  • Sales order processing / invoicing


Workbooks CRM allows Media & Publishing companies to thrive by enabling operational excellence and enabling them to manage their audience efficiently and effectively.

With Workbooks CRM, you can deepen your audience engagement, whatever the channels, and drive value for your customers.


Further reading

CRM Readiness Checklist

CRM Readiness Checklist Implementing a CRM solution requires a considerable investment, however [...]

Find out more about the CRM Readiness paper and learn the steps to follow to help your CRM project succeed.

Aligning Sales & Marketing for Business Success

Aligning Sales and Marketing Sales and marketing should, in theory, be perfectly aligned. Yet [...]

Check out our strategy to Align Sales & Marketing for Business Success in this white paper.