Russell Finex Switched From Salesforce To Workbooks To Manage Sales Operations - Case Study Video
Having initially rolled out Salesforce for it’s US operation Sales & Marketing, Director Rob O’Connell was tasked with replacing CRM globally and started to re-evaluate solutions for the whole group. His requirements were clear, provide better data management, insights and scalability across markets.
Watch the video for the full story.
Sales and Marketing Efficiency
With Workbooks CRM, sales teams have easy access to information, deep customer insights and the tools to close deals quickly and efficiently. They get real-time data to drive quick decision-making. Offering a single 360-degree view of your target market and the key segments, what they have, what they want, when and how they want it, across all your distribution channels, it helps you improve cross-sell and up-sell while generating more leads.
- You can market and sell smarter, using all digital and traditional channels.
- You can manage your distribution channels more effectively, whether you are selling your products direct, via resellers and distributors or online.
- You can analyse your sales performance by country, channel, sales rep, product line etc. and take appropriate actions.
- Your sales teams can quickly determine the right solution for customers and easily produce quotes.
- You can process and track the status of orders, invoices and payments – all from within CRM – giving you a view of the entire ‘lead-to-cash’ process.
CRM For Manufacturing Whitepaper
Manufacturing is undergoing a transformation that some refer to as fourth industrial revolution (or 4IR). Manufacturers say 4IR is about gaining insights to help improve productivity, deliver greater value to customers and remain competitive.
Integrating CRM & ERP
Being able to market to your clients effectively requires you to have transaction data in your ERP and CRM systems, and integration allows you to exploit your existing customer knowledge to full effect. Profiling your existing customers by industry, purchase history and historic revenues, allows your sales and marketing teams to target existing clients for upselling and cross-selling opportunities more effectively. It becomes easy to promote new products to your customers if your marketing team can identify all the clients that bought previous products.
Linking systems together allows a flow of data that can be turned into insights and acted upon quickly.
Integrating CRM and ERP - Whitepaper
In an increasingly competitive world, manufacturing companies are continually looking for ways to get ahead and remain profitable. And a growing number are turning to technology in the search for greater revenue through more effective sales and marketing, cost reduction through greater operational efficiency, and improved collaboration throughout the business.
Service as a Differentiator
Most manufacturers understand how important their service department is in driving the right customer experience, but many are still using spreadsheets or paper-based systems to track customer information, including purchase history and service requests. Many still have engineers printing out service tickets to take on customer visits. Now is the time to adapt service models to keep up with customers’ needs and expectations… and to push it one step further and make ‘customer service” one of your competitive advantages and even transform this into a revenue stream for the business with servitisation.
With Workbooks CRM as your customer service platform, you can achieve service excellence by automating support processes, offering self-service capabilities, efficiently managing maintenance schedules and warranties, and better supporting field services agents. With omni-channel support, service agents can engage customers in real-time using their preferred communications method. Self-service capabilities help you address the needs of your customers and significantly reduce the quantity of service enquiries. You can easily schedule preventive maintenance, manage warranties and renewals, push service notifications to customers, and you can provide a smart and personalised service with instant access to critical contract information from one location. And you can do this at scale, consistently.