Improve the effectiveness of sales and marketing teams and get the insights you need to identify and seize business opportunities.
Whether it’s winning new customers or finding new ways of delivering more value to existing customers, Workbooks gives you visibility and effective control over the key ways to improve performance.
One clear way to differentiate and generate loyalty is to ensure that your customers’ experience is consistently excellent and that it’s enjoyable and memorable for all the right reasons.
Workbooks offers an integrated set of tools that span the entire customer life cycle, from lead generation and sales management to project delivery, order fulfillment and customer support.
REDUCE OPERATIONAL COSTS
Save money through automation, simplifying and streamlining business processes and freeing up your staff to spend time on what really matters.
With Workbooks you can embed best practices throughout your operations, increase agility and reduce inefficiencies across your entire business.
When you have the power to interrogate data from across the business, glean patterns and trends or identify issues – and opportunities – you obtain insights that drive innovative and strategic thinking. Workbooks offers powerful dashboards and reports that provide the right information to the right people at the right time.
ARE YOU READY TO TAKE YOUR BUSINESS TO THE NEXT LEVEL WITH CRM?
Download our readiness checklist to reference your CRM approach against and validate if you are ready to embark on a CRM journey.
“Workbooks helps us provide a better experience for our customers – a major differentiation.”
Adam Priestley, Business Development Manager
“Workbooks proved to be that “right-sized” solution we were looking for with the capabilities of pulling data from multiple ERP systems and providing a platform for our teams world-wide to be able to share information.”
Tim Tuner, Elos Medtech, Memphis
“Workbooks CRM has become one of those business-critical tools that we just could not do without.”
Jose de Almeida, General Manager
“I now have better visibility of business metrics. My business has become more predictable. I make informed decisions and I can prioritise better.”
Nathan Aspin, CEO
Knowledge Transfer Network
“KTN is now working together as one to deliver all the data and insights we need as a business.”
Ian McGregor, Director
OVER 1400 CUSTOMERS TRUST WORKBOOKS TO RUN THEIR BUSINESS.
WHY NOT JOIN THEM?
Try the best cloud CRM software for your business, free for 30 days.
No commitment, no credit card required.
Questions? Talk to our friendly team on +1 860-438-6647
WE ARE PROUD TO SUPPORT THE JORDAN PORCO FOUNDATION