Customer data powers customer relationship management. With Workbooks, your sales team can automatically roll up data for a summary view of all account activity, building continuity into customer interactions.
Consolidate supplier, customer and partner information and integrate the Workbooks CRM with your email and productivity tools to drive sales success.
What you'll get:
Richer contact information
Identification of cross-selling and upselling opportunities
Synchronization with Outlook, Microsoft 365 and Google Workspace
Workbooks sales software offers an accessible, comprehensive dashboard for on-the-go sales data access. The platform allows you to automate deal probability analysis and generate reports to show real-time pipeline visibility.
This intelligence helps improve forecasting and support informed decision making, identifying ‘best case’ scenarios and opportunities that require prioritization.
What you'll get:
Reports for opportunities across multiple currencies
Insights into productivity silos and areas for improvement
Accurate forecasting data to assist with business planning
Workbooks offers the tools to automate repetitive tasks and reduce administrative burden, leaving agents more time for strategic tasks, such as client relationship building. CRM software for sales enables you to turn quotes into orders with a single click, track fulfillment, and leverage electronic signatures to streamline end-to-end order creation.
Effortless renewal management
The feature set offered by Workbooks’ online sales software doesn’t exclusively cater to one-time sales. From a single CRM platform, you can leverage functionality to oversee subscription and renewal management. Features include automatic contract renewal reminders and tools to identify renewal rates and predict future subscription levels, maximizing the revenue from your existing customers.
Tools for relationship building
Connection is a human thing — but it happens faster with the right tools. Workbooks facilitates deeper customer understanding by providing sales agents with complete, up-to-date client information, and by recording interactions and enabling persona development. Workbooks supports ABM strategies and customer targeting on a granular level.
"I would recommend Workbooks. What's impressed me the most is how easy it is for us to self-manage. It’s very intuitive, so whatever we need, or whatever we want to get out of that system, if we want to put in a new piece of functionality, it’s really, really simple to do."
To increase sales using CRM, businesses can leverage insights to nurture customer relationships, track sales team activity to inform decision making, and automate various functions to improve sales efficiency and customer experience.
What is an example of CRM automation?
One example of CRM automation is the automatic notification of customers that have an approaching contract renewal. Automated reminders ensure that customers keep abreast of their coming renewals, improving customer retention, enhancing revenue predictability, and reducing the risk of service lapses that could damage customer relations.
How does CRM help firms to track sales data?
CRM helps firms to track sales data by recording and centralizing sales team activity, such as customer interactions, conversions and cross-selling. This provides a comprehensive view of the sales pipeline, supporting businesses to monitor team performance and make strategic decisions informed by the data.