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Workbooks SelfStart

Take control of your CRM configuration the low-cost way

Got the expertise in-house to configure your CRM? With Workbooks SelfStart we’ll make sure you get onboarding support and access to Workbooks, then you can set up the rest.

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SelfStart: How it works

  • 1st Session

    Set up Workbooks yourselves
  • 2nd Session

    Import your own data
  • 3nd Session

    Get onboarding support from Workbooks
  • 4th Session

    Go live
SelfStart: How it works SelfStart: How it works

SelfStart: How it works

SelfStart implementations work with CRM Edition  

CRM Edition is perfect for users that want core CRM features and a 360° view of customers.

SelfStart: Which functionality can I get?

Contact management

Store and track information on the organizations and people you work with.
Record notes

  • Track activities like meetings and phone calls
  • Create and send emails
  • Integrate with Microsoft Outlook to automatically surface your CRM data inside Outlook

Campaign and lead management

Stay on top of your lead management with information you can rely on.

  • Capture leads directly from your website
  • Get a pre-configured marketing dashboard to track lead flow
  • Get pre-configured reports to track opportunities by pipeline, new leads, converted leads, and more

Sales management and pipeline reporting

Manage your opportunities and use reports to stay on top of your sales pipeline.

  • See the forecast status, opportunity value, and gross margin of opportunities
  • Get pre-built dashboards so your sales team can track their activities, pipeline, and data that shows how sales team are using your CRM

Package and pricing

Implementation doesn’t have to be slow and expensive. Get up and running quickly by configuring your CRM.

£2,100 or $3,600  3-year contract agreement 
£2,100 or $3,600 1-year contract agreement
  • We'll show you how to import data, set up users, train users, and configure settings
  • Two days of onboarding to support your implementation 

To get started all you need is a single clean data file (customers, prospects, related contacts).

Get started

“Workbooks invested the time to understand Rotary’s challenges and pain points. And was dedicated to tailoring its solution around our specific business needs. We felt confident that Workbooks would deliver and help us achieve the outcomes we wanted for the business.”

Chris Roessler, Rotary Vice President, Marketing & Advertising
Hear from Chris

Frequently Asked Questions

Who is SelfStart made for?

SelfStart is the perfect implementation type if you have:

  • Less than 10 sales users and 1 sales manager
  • Resource to configure your new CRM. They’ll need to be capable of being a CRM system admin (including end-user training)
  • A need to go live in less than 2 weeks
  • Less than 10,000 rows of account and contact data to import

Are there other types of implementation?

Yes, we offer three kinds of implementation for different needs and price ranges.

SelfStart: The most affordable option where you can configure your own CRM. This is great for those who have previous experience configuring CRM systems.

JumpStart: A lower-cost option that gives you pre-configured CRM software. We’ll get you set up quickly, train your team, and import your data.

Shared Success Program: A fully customized implementation where we’ll run a workshop to understand and deliver against your unique requirements. If you have more sophisticated requirements involving different departments and business processes, this is the best option.

Check out this page to work out which one is right for you.

What are the main benefits of a SelfStart implementation?

A SelfStart implementation gives you an affordable, fast way to implement CRM. The main benefits are:

  • Spend significantly less on the cost of your implementation
  • Have complete control over your implementation : configure the system yourselves
  • Minimize disruption: By adopting the software quickly you don’t have to worry about a drop in productivity

See the no bullsh*t CRM in action

Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.

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