Customer Stories

Before Workbooks, STV stored data across multiple different platforms. They wanted a system that streamlined their business processes and improved visibility. Following the implementation of Workbooks, STV have a CRM...

Forum Events choose Workbooks over other CRM vendors due to its easy-to-use platform and implementation services. Previously reliant on spreadsheets From Events now has clear visibility across the whole business and streamlined...

IR Media relied on spreadsheets and a clunky CRM solution to track sales. With the adoption of Workbooks, IR media have streamlined their sales process increasing revenue.

‘Workbooks provided a CRM solution that spared us building something from the ground up, but that’s sufficiently bespoke to meet our unique and challenging requirements – exactly what we’d been looking for but hadn’t...

“The chain we operate in is important to people, and we’re right at the front end of it,” explains Scott Hoose, Senior Manager of Business Analytics at BPL Plasma. “It’s essential that we’re able to collect plasma to...

As Commercial Director, Matt Midworth manages APL Media’s sales team of 35 people, together with the sales process that supports them in contacting and booking clients. “Ultimately, success at APL Media comes down to sales...

SpotlerUK was launched – initially as Communigator – in 2005 with the aim of improving marketing automation. Powered by AI, SpotlerUK is a leading marketing automation and lead generation software provider. ...

Hear Annie Meharg, Chief Commercial Officer, talk about how 4ways Healthcare has improved its sales focus, enabled its marketing teams and increased the visibility of CRM information across the organisation using Workbooks. ...

Eilersen has been a family run business since 1895, proud of its traditions and modern development. Hear from Kristoffer Eilersen how the Skamby-based business continues to grow into its second century, using Workbooks CRM to...

Dains is an accountancy practice offering services from taxation to forensic accounting. Hear how its sales and marketing leaders have increased the scalability and flexibility of this Midlands-based business using Workbooks to...

As a leading global developer and manufacturer of medical devices, Elos MedTech offers innovative turnkey solutions from concept to finished product. Marketing Director Malin Gustavsson tells us about how Elos is poised to...

The TCMM Shutter Group is one of the UK’s leading providers of interior window shutters. With a global reach and five brands to manage, Sam Tamlyn, TCMM’s Operations Director explains how the Brighton-based business has...