Chat with us, powered by LiveChat

Workbooks gives you more.

Get more of what you need with Workbooks.

More for marketing.
More for sales.
More for finance.
More for customer service.

Let's Talk

Marketing

For marketing professionals looking to run campaigns, generate more quality leads and track ROI.

Find Out More
Sales

For sales teams wanting to better identify opportunities, close more deals and grow revenue.

Find Out More
Order management

For finance and sales teams aiming to drive more efficiency and collect cash faster.

Find Out More
Customer service

For teams aiming to deliver more value to customers and drive greater satisfaction.

Find Out More
More for Marketing

Get all the tools you need to execute your marketing strategy and measure the return on your marketing investment – whatever the channels.

  •  Run effective campaigns and events from one single platform
  • Manage your team’s workload better, prioritize your marketing resource effectively and ensure your sales teams follow-up the leads most likely to convert.
  • Capture key information such as campaign ROI, lead volumes by source, lead conversion, using dashboards and reports.
Find Out More Let's Talk
More for Sales

Bring sales excellence right to the heart of your organization

  • Capture the knowledge you need to improve sales prospecting, effectively manage opportunities, drive up conversion rates and share best practice.
  • Gain insight into your sales pipeline and performance, helping you refine the sales process and optimize each sales cycle so your sales team can forecast more effectively.
  • Analyze key metrics and evolve your strategy in response.
Find Out More Let's Talk
More for Customer Services

Turn customer service into a competitive advantage

  • Manage customer service cases easily in a multi-channel environment, so cases and learnings are shared across web, phone, email and chat, giving the customer a consistent experience regardless of the channel they prefer.
  • Host online self-service, helping customers to find their own solutions and thus freeing up your service team to concentrate on higher value activities.
  • Build an increasingly detailed picture of agent skills and knowledge, enabling the automatic routing of cases to the agent best qualified to resolve them. 
Find Out More Let's Talk
More for Finance

Improve sales order processing and positively impact the order-to-cash cycle

  • Create efficiency through automated data entry and processes, easy production of documents such as quotes and invoices, approval routing and much more.
  • Improve customer experience and transparency with easy access to accurate transaction documents and data both upstream (sales and marketing teams for example) and downstream (production / fulfilment teams, support teams etc.).

 

Find Out More Let's Talk

For a quick overview of the functionalities on offer with Workbooks, click here.

4.4 out of 5 (104 reviews)

Top 20 CRM 2020 Top 20 CRM 2020

4.4 out of 5 (105 reviews)

Leader Autumn 2021 Leader Autumn 2021

4.3 out of 5 (493 reviews)