The most successful salespeople are those who have a detailed understanding of their customers – they know their stories so far, they know what they do, they know the challenges they face and they know how they can help them. And they have this information at their fingertips not just for one or two major accounts, but for hundreds, maybe even thousands of customers. They make each one feel understood and valued.

CRM from Workbooks transforms the ability of salespeople to manage their contacts.

Workbooks CRM provides a single place where you can capture knowledge and map relationships. By syncing it with Outlook, Microsoft Exchange/Office 365 and Google Apps, you can record every interaction you have with people, including notes, meetings, previous purchases, tasks and emails. Where in the past many of these interactions were lost and forgotten, with CRM from Workbooks every single one is recorded and used to further the salesperson’s business intelligence.