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Co-funding throughout your CRM journey

At Workbooks, we invest with you by co-funding your CRM project throughout your journey.

We call this approach Shared Success.

Through our Shared Success approach, you can:

  1. Create a shared vision of CRM success with a co-funded workshop before you invest in software
  2. Lower the cost and risk of your CRM project failing with co-funded implementation services
  3. Future-proof your investment in CRM with a co-funded customer success programme
Shared Success video

CRM is a journey and on any journey, who you travel with is important.

With Workbooks, you can lower the cost of implementing CRM software as well as lower the risk of your CRM project failing through our Shared Success approach.

You’ll map what your CRM journey looks like and work out your speed and direction of travel, together with the milestones you need to hit along the way and in what order.

And with Shared Success, you can also course-correct over time to make sure you can keep hitting your milestones – no matter what changes in your business.

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Get everything you need to know about our approach with our Shared Success brochure, which covers:

  • Why we take a Shared Success approach
  • How our workshop and implementation work
  • What each costs and what you’ll pay
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A co-funded workshop before you buy

From your first conversation with us, you’ll start creating the conditions for a successful CRM project.

You’ll create a shared vision of what success looks like for your business with a co-funded workshop before you invest in software.

This gets everyone on board with what your business goals are and helps you set and prioritise the activities that help achieve them.

This means you can set your speed and direction of travel, with a roadmap that makes sure you can hit your milestones and achieve your business goals.

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Co-funded implementation

We know how important it is to get the right fit for your business, so when you invest in Workbooks, we invest in you with co-funded implementation services.

We’ll match what you invest in software with investment in implementation services to the same value, to give you a made-to-measure CRM for an off-the-shelf price.

And while investing in CRM software used to mean months – or even years – handcuffed to a third-party implementation partner, with Workbooks you’ll get a return on your CRM investment in less than a year with software and services from the same supplier.

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Co-funded customer success

And with Workbooks, our partnership doesn’t stop at the point of sale – we’re with you every step of the way.

You’ll travel with confidence throughout your CRM journey with a partner committed to your long-term success.

With a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you. This means that you can review and update your implementation and continue to meet the changing needs of your business.

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Our Shared Success approach means that your success is our success. That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, together, and in the right way.