Drive sales excellence with Workbooks CRM.
More visibility.
More intelligence.
More insight.
Use every interaction to capture knowledge and map relationships. Synchronize with Outlook, Exchange/Office 365 or Google Apps. Profile customers and tailor your approach.
Find Out MoreImproving sales order processing can positively impact the order-to-cash cycle and the customer experience. Workbooks offer out-of-the-box enhanced order processing functionality that help you gain efficiency throughout the entire sales order process.
Workbooks provides a range of data deduplication and data quality tools which can be used directly inside the Workbooks CRM platform – ensuring your data always remains clean.
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Configure, Price, Quote functionalities to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately using a guided quotation process.
Find Out MoreWhatever your business needs, we have a solution for you.
