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Get clear dashboards and analytics
Automated campaigns and customer journeys
Accurately monitor, forecast, and plan your sales
Manage invoices, contracts and order from one tool
Manage invoices, contracts and order from one tool
Manage projects, track revenue and budget
An established provider of energy and CO2 efficient heating and ventilation solutions, SAV Systems had forecast a rapid period of growth and needed to replace its existing, outdated CRM in order to support the business.
The objective was clear, to improve decision making and customer service with a more connected single view of the customer, record and track prospects and gain market insights. With 60 users across 4 sites a cloud-based system was also critical.
In the 4 years since implementation SAV Systems has grown its turnover from £7m to £25m, naming Workbooks as a business critical tool.