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Workbooks is a CRM solution that gives you more.

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Get all the tools you need to execute your marketing strategy and measure the return on your marketing investment – whatever the channels. image
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.
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Bring sales excellence right to the heart of your organisation image
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.
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Turn customer service into a competitive advantage image
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. 
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Improve sales order processing and positively impact the order-to-cash cycle image
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.).

 

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

4.4 out of 5 (106 reviews)

Top 20 CRM 2020 Top 20 CRM 2020

4.3 out of 5 (106 reviews)

High Performer Summer 2022 High Performer Summer 2022

4.2 out of 5 (527 reviews)