crm-1.pngIt’s time to move to the next generation of CRM

Are you fed up of struggling with a legacy, on network CRM system that is tired out and no longer meets the needs of your business? Workbooks offers next generation CRM and business applications that can streamline your business processes and increase your revenue. Below are some of the reasons why our customers picked Workbooks – and so should you.

 

 

asset-31.pngMore than just CRM

Move to Workbooks and you will move away from basic contact management to a modern CRM and business management platform that can integrate with your website and other business critical systems.

With Workbooks you can consolidate your sales, marketing, customer support and finance teams into one platform, providing a true 360 degree view of your customers. The Workbooks CRM Editions provide you with the tools you need to increase sales, improve marketing and provide better customer support. Our Business Editions go beyond the usual realm of ‘CRM’ to incorporate sales order management, invoicing and contract management. Workbooks also includes a powerful quotation tool as part of its standard functionality without the need for a third party plug-in.

With access to all of your customer data in real time you can make better business decisions, more quickly.

 

asset-12.pngEasy migration

Many of our customers are able to migrate their data and setup and the system themselves, or alternatively, we can provide you with the implementation support you need to migrate from Goldmine and set up the system.

 

asset-51.pngCustomisation at the click of a button

The Workbooks customisation and configuration tools enable you to tailor the system to meet your needs. At the click of a button you can add custom fields or amend workflows, enabling your team to achieve greater productivity and empowering you to capture the information relevant to your business, no matter how unique.

 

     Reach for the clouds  cloud1.png

Workbooks is a cloud based CRM system. Customers moving to the cloud benefit from simplicity, greater reliability and security, lower costs and a future proofed CRM system. It also carries the added bonus of enabling your workforce to access your CRM system anywhere, at any time.

  • Simplicity: At Workbooks.com our customers don’t worry about upgrading hardware, or which operating system version supports which database, or which VPN will work. We take care of the IT complexity so you don’t have to.

     

  • Guaranteed Levels of Service: At Workbooks.com we guarantee your applications will be available 99.5% of the time. In the event we don’t deliver (which has not happened to date) there are penalties to be paid by us.

     

  • Security: We can also guarantee that your data is held in our UK data centres and is protected with strong data encryption, firewalls and a first class security infrastructure.

     

  • CRM on the go: In a digital age, we understand that your team need to be able to work remotely. Whether you’re on the road, in a customer meeting, working from home or at the office, you can log in anytime and access the full range of CRM functionality. With Workbooks there is built-in mobile access as standard; including iPhone and Android access.

 

asset-50.pngThe complete package; the software, the implementation services and the on-going support

For many of our customers, it is important that they deal directly with the vendor for all of their CRM needs. At Workbooks we provide you with the software, implementation services and on-going support. By only dealing with one vendor, you can rest assured that we will get you up and running quickly, ensure your CRM project is a success, and provide real value over the long term.

 

asset-34.pngOn-going communication and product development

Our product is undergoing constant development by our in-house team of engineers and we publish our short term roadmap on our website, so you know what new functionality is coming next. Importantly, we provide a forum for our users to suggest ideas for new functionality and vote on which ideas they like best. After all, in many cases our customers have the best ideas on how to improve Workbooks.

 

asset-17.pngCost Effective Pricing

At Workbooks, we pride ourselves on delivering ‘enterprise class’ applications at a very cost effective price. If your requirements are primarily for a CRM system, then the Workbooks CRM Edition is £19 per user per month. Alternatively, the Workbooks Business Edition, which includes order management and invoicing functionality that is not available in most alternative CRM systems, is only £42 per user per month.

What’s more, with Workbooks, you can mix and match the CRM Editions with the Business Editions. Unlike some of our competitors, there is no need to upgrade all your users to the more expensive edition just because you would like one or two users to be upgraded.

 

asset-10.pngGuaranteed Levels of Service and Security

At Workbooks.com we guarantee your applications will be available 99.5% of the time. In the event we don’t deliver (which has not happened to date) there are penalties to be paid by us.

We are a UK based vendor and can guarantee that your data is held in our UK data centres and is protected with strong data encryption, firewalls and a first class security infrastructure.

Read the ASK Europe case study to find out how Workbooks has transformed business for them since moving from Goldmine.