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With Workbooks, you don’t just get software – you get a partner.

We're with you every step of the way.

Get MORE of what you need.
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Workbooks is not just about CRM software. It is the combination of our powerful platform and our people – their expertise, the way they engage with and guide you throughout the implementation process – that makes all the difference!

We listen. We spend the time to understand your business and your unique challenges so that we can configure our platform to deliver exactly what you need. We translate your business outcomes into CRM requirements and deliver on those specifically. One size does not fit all!

We are so confident in our approach that we’ll invest alongside you. We’ll match your investment in Workbooks licences with free consulting days*. For example, if your Workbooks annual licence value is £10k, we will provide 10 free consulting days to help get you on the platform quickly and cost effectively and implement a bespoke solution in-line with your needs and your business processes.

We call this ‘Shared success’.

Isn’t it time you got more of what you need?

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Chris Roessler, Vice President of Marketing & Advertising, Rotary

Other vendors were just focused on the platform and functionalities they had already built, whilst Workbooks was dedicated to tailoring the solution around Rotary’s specific business needs. Workbooks invested the time to understand our challenges and pain points. We felt confident that Workbooks would deliver and help us achieve the outcomes we wanted for the business.

Chris Roessler, Vice President of Marketing & Advertising, Rotary

6 Steps To A Successful Implementation

Over the years we have successfully completed hundreds of CRM projects, helping clients turn their investment into real business outcomes. Using this experience, we have developed a unique and proven approach to implementing CRM.

Our team will work with you to create the optimal deployment plan for your business and our consultants will provide change management advice, full implementation services, data migration management, user training and more.

Our best practices and proven methodology will ensure strong and quick ROI for your business, whatever your objectives and goals are so you can get MORE of what you need and less of what you don’t.

1. Planning (team, requirements, plan)
2. Build (configure, automate & integrate)
3. Data migration
4. User Acceptance Testing (UAT)
5. Training
6. Go Live