Support Sign In Try for free

By Need

By Industry

Product
Solutions By Need
Solutions By Industry
Useful Links

Workbooks Shared Success

The fully customized CRM implementation

Need a CRM that’s fully tailored to your organization? Shared Success gives you a customized CRM implementation with expert consultancy to help you reach your goals.

Get in touch

How it works

  • 1st Session

    An optional consultancy workshop to work out what’s needed 
  • 2nd Session

    We configure and customize your system
  • 3nd Session

    We import your data and train your users 
  • 4th Session

    Go live
How it works How it works

Shared Success: Implementation 

Shared Success is a great way to get a personalized CRM at an off-the-shelf price. Based on the size of your project, you’ll get free consultancy days to use towards the implementation if you join a workshop.

STEP 1

Decide if you need a personalized workshop

Get an optional personalized consultancy session to map out everything you need from your CRM software. There are two kinds of workshop to pick from:

Not sure what functionality you need?

Before committing to buy, make sure your CRM includes everything you need with a pre-sales workshop. Learn which functionality you need and how much it will cost.

Know your requirements?

Know your budget and the functionality you need? Join a workshop as part of the implementation journey. We’ll define your success metrics and look at your scope in detail.

STEP 2

Complete your workshop and get a personalized roadmap

Join our consultants in your Shared Success workshop to map out:

  • Your key needs: What you need from a CRM, business priorities, biggest challenges
  • Your costs: Work out the functionality you need and how to stay on budget
  • Your priorities: List your key goals and we’ll share exactly how your CRM will help you meet them

STEP 3

We configure your system and train your users

Based on your needs, we’ll tailor your system and get everything set up

  • We’ll help onboard and train your users so they’re confident using the system
  • We’ll review your system over time to make sure you get what you need as your business changes

Package and pricing

Implementation doesn’t have to be slow or complicated. Get up and running quickly with a pre-configured system.  

£3,675 or $6,300  3-year contract agreement 
£7,350 or $12,600  1-year contract agreement
  • Opportunity and pipeline management 
  • Sales forecasting 
  • Account management 
  • Data import 
  • Azure/Office365 integration 
  • 6 days of implementation consultancy 
  • 2 days of System Admin training 
  • Remote configuration and build 
  • Contact and activity management 

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

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.

Tour the product Book a demo