Increasingly seen by mid-market organisations as their automatic choice of CRM provider, Workbooks has added significantly to its suite of products over the last twelve months. First, it launched its mapping module which allows users to plot records from within Workbooks on a map – helping salespeople, engineers and other field-based team members to plan trips far more efficiently, further boosting their productivity.
In March 2017 Workbooks announced its integration to Zapier, allowing customers to easily and quickly connect their CRM with over 750 apps from Xero to Eventbrite and so on. Then with the launch of Web Insights, Workbooks users could deploy advanced website analytics to identify and track visitors – helping generate more leads, better qualify them, accelerate sales cycles and close business more effectively.
In June, Workbooks launched GatorMail, an advanced email marketing tool, which allows users to easily and efficiently segment and target their audience with highly relevant and personalised email messages. Combined this with a much-improved User Interface for the Workbooks platform, a mobile app and a survey tool added to its offering, the last few months have been rich in product developments and added value for customers.
In November, Workbooks won Best Sales CRM Product at the 2017 British Excellence in Sales Management Awards (BESMA), confirming the pertinency of its product development strategy.This wide range of services, allied to the user-friendly, cost-effective, and highly customisable core Workbooks product, is encouraging a host of firms to look beyond the traditional CRM vendors such as Microsoft and Salesforce.
They are discovering not only a solution far better suited to their needs, but also a strong in-house professional services organisation that supports customer success throughout their entire CRM journey.
Firms such as Knowledge Transfer Network, Bishop Printers, Triangle Information Management, Family Links, Green Urban Technologies, New Market Holidays or Zenith Technologies have all signed up with Workbooks in the past year. At the same time, according to G2 Crowd, Workbooks has the highest Net Promoter Score amongst its CRM competitors, and this is driving exceptional customer renewal rates.
Cheney concludes: “Workbooks is taking customer success very seriously. We are becoming a partner of choice for many mid-market organisations. In fact, we are so confident that our product and our people will drive success for our customers that we are now providing free implementation through our ‘Shared Success Program‘*. This will help even more firms to discover the right CRM solution for them at the right price point.”
*Subject to T&Cs. Please contact Workbooks for details.