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Policy Exchange replaces Sage ACT! with Workbooks Cloud CRM

Type: #PR

Reading, England, 4th July 2013

Policy Exchange, an educational charity that is the UK’s leading think tank, has chosen to replace its legacy on network system, Sage ACT!, with Workbooks cloud based CRM solution.

Mark MacGregor, Deputy Director at Policy Exchange commented: “The team had not really fully adopted ACT and we found it clunky and old fashioned. We also had a number of requirements that ACT could not offer. It was more cost effective and beneficial to the organisation to move to a system designed for the future.”

Ian Moyse, Sales Director at, commented: “We continue to migrate customers from ACT as organisations increasingly find this legacy on network system limiting and hindering their growth and success. Workbooks is a next generation system that has the functionality and flexibility to help organisations achieve growth and increase competitiveness with no risk.”

Mark added: “We were looking for a system that would be very intuitive and aid user adoption. It was also important that we moved to a cloud based solution to remove any need for us to manage the reliability of the system. Having it all done for us so that we can quickly be up and running was of great importance when choosing to go with Workbooks. We were also impressed by the level of security that Workbooks provides along with the quality of support that we received during our evaluation process.”

Policy Exchange joins a flow of customers choosing to move from on network products to a far more modern, robust, functional CRM system that offers greater ease of use and a flexible interface.

Workbooks has recently received industry recognition in the G2 Crowd CRM analysis, a new challenger to the Gartner quadrant, and in the Gleanster CRM Report for Small and Midsize Businesses.

About Policy Exchange

Policy Exchange, founded in 2001, is the UK’s leading think tank. As an educational charity our mission is to develop and promote new policy ideas which deliver better public services, a stronger society and a more dynamic economy.

The authority and credibility of our research is our greatest asset. Our research is independent and evidence-based and we share our ideas with policy makers from all sides of the political spectrum. Our research is strictly empirical and we do not take commissions. This allows us to be completely independent and make workable policy recommendations.

Our research predominantly falls under three main themes; Jobs and Growth, Poverty and Social Mobility, Public Services We attract the highest calibre of speaker from across the political spectrum, both nationally and internationally.

About Workbooks provides cloud-based CRM and business applications to help organisations run more effectively. Our suite of products enable our customers to grow sales, improve marketing, provide better customer support and streamline business processes by automating common tasks.

Workbooks extends beyond traditional CRM to include sales order processing, contract management and invoicing, so you can manage all your customer information in one place.

With a 360 degree view of your business and access to real-time management information, you can shape your interactions with your customers and make quicker, more informed business decisions to help grow your organisation.

For more information, please visit