At Workbooks, we prioritize on the ‘R’ word of CRM: relationship. Our focus is on providing a CRM tool that inspires meaningful client interactions, leading to relevance, reputation, and revenue. We aim to give users the capabilities they want and expect, generate loyalty and retention through impactful engagement, and inform people to work smarter, faster, and more efficiently.
Below you’ll find a number of assets that together help bring the Workbooks story to life, including best practice guides, checklists, and an overview of our deployment support
Six months after we went live with Workbooks, we were tracking millions in outstanding quotes that we were waiting on customer review. We’d never been able to capture that anywhere in our business before that. We can now tell you the average number of quotes we’re processing a day, and we can put quoted values to what our sales and estimators are actually selling.
Workbooks took the time to understand our challenges and pain points, allowing them to present a much more personalized solution. We had confidence that Workbooks would deliver and help us achieve our desired outcomes.
Please provide your information in the form to the right. Our team will contact you to discuss your priorities, expectations, and how Workbooks CRM could assist you.
