Reading, UK, July 26 2019– Workbooks, a British cloud-based Customer Relationship Management (CRM) and marketing automation vendor, unveils how its platform helped TC Facilities Management (TCFM) to win its biggest financial customer.
The problem – identifying and pitching to a major new customer
TCFM had been using Workbooks to manage their CRM for more than four years, with demonstrable success. But with a big business pitch coming up, worth £10-15m, Marketing Manager Fiona Ellingham knew they needed an edge.
“We were already using Workbooks to manage our CRM and for our helpdesk. It had transformed the way we could serve our customers but we were aware that it could do a lot more. We’d started to use it for lead generation too, helping to identify warm leads from specific sectors.
“Workbooks’ reporting dashboards mean we can see which companies have been engaging with our website and which areas they’ve been most engaged with. We can also see which sectors are most engaged and target our marketing activity accordingly.”