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Assay Advisory selects Workbooks CRM to underpin its operations

Type: #PR

Reading, England, 12 March 2013

Assay Advisory, an advisory firm of international business experts who help mid-market businesses to maximise their value, has selected Workbooks CRM to underpin its operations.

Assay works with clients to understand their business closely and bring to bear the appropriate expertise and growth management, incorporating coaching and other key specialists such as finance, HR, risk management and more to deliver client value and growth.

Michael O’Neill, Partner at Assay and MD of Equittex Mergers and Acquisitions commented, “We found the Workbooks system much easier to use than far more expensive and complex brand name offerings and after diligence and comparison selected it as the core system for our business. We will use Workbooks to track and manage all customer interactions across our dispersed teams and to manage the complex varying relationships and partners we work with on our customer engagements.”

Assay joins a number of recent profile client wins for Workbooks including APMG International, a certification organisation, and RTITB, the largest lift truck training accrediting body in the UK and Ireland.

Ian Moyse, Sales Director at Workbooks commented “Being selected by a firm with such business expertise is increased validation of the solution we bring our clients. It is often believed that a bigger brand is an easy and safe decision, but in the CRM world it often proves to be expensive, complex and harder to get user adoption. At Workbooks we work hard to deliver successful and affordable customer outcomes.”

Scott McCalmont, partner at Assay commented “We plan to grow our use of Workbooks further and also to recommend it to clients as part of our value proposition to enhance their own business growth. In Workbooks we see a business partner rather than a supplier and were reassured by their British base for data holding and security.”

About Assay Advisory

Assay Advisory help business owners maximise the Equity value of middle-market businesses by enhancing their valuation multiple. Assay brings together an international team whose experience in business, and as managers, CEOs and entrepreneurs in their own right, is complemented by their range of specialist skills in management consulting, business coaching, corporate finance, business sales and raising capital. Our focus is upon delivering a service to our clients which is based on our understanding of how it feels to run your own business and how one can feel disempowered and out of one’s depth when stepping into what finance professionals call the world of corporate finance or mergers and acquisitions (M&A).

About Workbooks is one of the fastest growing providers of web based CRM and business applications designed specifically for small and mid-size organisations.

Headquartered in the UK, our suite of products enables our customers to accelerate sales growth, improve marketing execution, streamline business processes and improve the quality of customer support they deliver. The Workbooks CRM Edition delivers easy to use sales force automation, marketing management and customer support tools.

The Workbooks Business Edition extends CRM to include the generation of transaction documents, such as customer orders, supplier purchase orders and customer invoices.

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