Get a quick quote with our pricing calculator

XPS Pensions Switched CRM And Improved Efficiency

XPS Pensions is the largest pure pensions consultancy in the UK. It decided in 2016 that it’s Salesforce solution wasn’t working for the company anymore and decided to look for a new solution.

After a hassle-free implementation, Workbooks soon enabled XPS to integrate its sales and marketing functions more effectively, helping to make significant efficiencies in the way XPS runs their business and in turn generating a high number of revenue opportunities and substantial cost savings.