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Company

CRM Features

Company Strengths

Cost

Workbooks

Suited For: Small, Mid-size Companies

Sales Force Automation (SFA), Marketing Automation, Sales Order Management, Customer Service and Support, Purchase Order Management, Invoicing and Cash Collection
  • Workbooks CRM improves the efficiency and effectiveness of marketing; increasing the flow of leads and measuring marketing ROI.
  • Sales force automation (SFA) within Workbooks CRM improves and measures sales team performance and boosts productivity by streamlining sales processes including quoting for new business.
  • The customer relationship management tools of Workbooks CRM streamline helpdesk organisations. Best practice customer support processes help to improve customer service whilst at the same time reducing delivery costs.
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CNP

Suited For: Companies

Sales Forecasting, Lead Analysis, Reporting, Corporate Calendar, Email Management, Outlook Synchronization, Dashboard, Salesforce Automation, Opportunity Tracking, Sales Pipeline Tracking, Graphical Charts, Sales Team Management, Order Management, Project Management
  • Increased Sales Effectiveness: The most productive lead sources and sales staff are clearly identified on graphical charts.
  • Greater Sales Reach: Use the email marketing capabilities to execute and measure new promotional campaigns.
  • Reduced Administrative Costs: Information is only typed in once - CRM, product catalog, proposals, invoicing, customer service, project and resource management - all share the same data.
  • Improved Efficiency: Everyone in the business knows right away where to find information, without wasting time looking for it.
  • Happier Customers (and better customer retention!): Dealing with employees who now know more about them and what’s going on in their account.
  • Better Management: Sales pipelines that are much better understood provide clear visibility of any business upturn or downturn well before it represents an opportunity or risk for the business. 
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