Improve your sales performance. Work more effectively, better identify opportunities, close more deals and grow revenue.

  • Improve sales execution and win more business

  • Manage your sales team with real-time reporting and activity tracking

  • Increase sales productivity with automated workflows, easy collaboration and a mobile app accessible anytime anywhere
  • Improve forecasting through visibility of your pipeline
  • Make insightful decisions

CRM SALES FEATURES

WANT MORE FUNCTIONALITY?

Improving sales order processing can positively impact the order-to-cash cycle and the customer experience. Workbooks offer out-of-the-box enhanced order processing functionalities that help you gain efficiency throughout the entire sales order process. Click here to find out more.

NEW! Workbooks recently added CPQ (Configure, Price, Quote) functionalities to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately. To find out more, click here.

Sales and marketing work hand in hand. In addition to CRM, Workbooks also offer a set of Marketing Automation tools that enable full visibility and management of the demand funnel. For more information about Workbooks Marketing Automation capabilities, click here.