logo_blue_symbolmedium.pngRelease the potential in your business with Workbooks

Looking for a Microsoft Dynamics CRM alternative? The larger, enterprise solutions aren’t always the best fit, and we’ve moved many customers to Workbooks from Dynamics. Here are some of the reasons why our customers picked Workbooks – and so should you.

asset-31.pngMore than just CRM

With Workbooks you can integrate your sales, marketing, customer support and finance teams into one platform, providing a true 360 degree view of your customers. The Workbooks CRM Editions provide you with the tools you need to increase sales, improve marketing and provide better customer support. Our Business Editions go beyond the usual realm of ‘CRM’ to incorporate sales order management, invoicing and contract management. Workbooks also includes a powerful quotation tool as part of its standard functionality without the need for a third party plug-in. With access to all of your customer data in real time you can make better business decisions, more quickly.

asset-12.pngEasy migration

It couldn’t be easier to migrate to Workbooks from Microsoft Dynamics. Microsoft CRM provides good export tools and Workbooks has a powerful importing tool, making the mapping of data very straightforward and allowing customers to import all record types. Many of our customers are able to migrate their data and setup and the system themselves, or alternatively, we can provide you with the implementation support you need to migrate from Dynamics and set up the system.

asset-51.pngCustomisation at the click of a button

The Workbooks customisation and configuration tools enable you to tailor the system to meet your needs. At the click of a button you can add custom fields or amend workflows, enabling your team to achieve greater productivity and empowering you to capture the information relevant to your business, no matter how unique.

asset-50.pngThe complete package; the software, the implementation services and the on-going support

Microsoft Dynamics is only available via Dynamics resellers and for many customers, the level of support they have received was the driver to switch.At Workbooks we provide you with the software, implementation services and on-going support you need to make your CRM project a success. By only dealing with one vendor, you can rest assured that we will get you up and running quickly and ensure that you get real value from us over the long term.

cloud-crm.jpg CRM on the go

In a digital age, we understand that your team need to be able to work remotely. Workbooks is a cloud based CRM solution so whether you’re on the road, in a customer meeting, working from home or at the office, you can log in anytime and access the full range of CRM functionality. With Workbooks there is built-in mobile access as standard; including iPhone and Android access.

asset-47.pngGuaranteed Levels of Service and Security

At Workbooks.com we guarantee your applications will be available 99.5% of the time. In the event we don’t deliver (which has not happened to date) there are penalties to be paid by us.

We can also guarantee that your data is held in our UK data centres and is protected with strong data encryption, firewalls and a first class security infrastructure.

asset-29.pngHigh levels of customer satisfaction and user adoption

At Workbooks, we pride ourselves on the fact that we have a lot of happy customers who report high levels of user adoption and success rates. In the CRM analysis carried out by G2Crowd.com, a new challenger to the Gartner ‘magic quadrant’ that is based on feedback from customers, Workbooks comes out ahead of some of the larger brand names, including Microsoft, in a number of categories.

asset-34.pngOn-going communication and product development

Our product is undergoing constant development by our in-house team of engineers and we publish our short term roadmap on our website, so you know what new functionality is coming next. Importantly, we provide a forum for our users to suggest ideas for new functionality and vote on which ideas they like best. After all, in many cases, our customers have the best ideas on how to improve Workbooks.