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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.
Set up Workbooks yourselves
Import your own data
Get onboarding support from Workbooks
Go live
SelfStart implementations work with CRM Edition
CRM Edition is perfect for users that want core CRM features and a 360° view of customers.
Store and track information on the organizations and people you work with.
Record notes
Stay on top of your lead management with information you can rely on.
Manage your opportunities and use reports to stay on top of your sales pipeline.
Implementation doesn’t have to be slow and expensive. Get up and running quickly by configuring your CRM.
To get started all you need is a single clean data file (customers, prospects, related contacts).
“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.”
SelfStart is the perfect implementation type if you have:
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.
A SelfStart implementation gives you an affordable, fast way to implement CRM. The main benefits are:
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