1. Hidden Costs

75% of those that used a multi-party vendor said they incurred
unexpected additional costs in our latest report.

Hidden Costs

Without a clear strategy, hidden costs can sneak up on you during deployment. Your vendor should take the time to understand how your business works and build a strategy. From challenges to strengths, everything should be discussed.

The reason for this? An expert can easily match your needs with CRM functionality to tailor the solution to your unique business. It also means they can create a realistic pricing plan based on what you actually need. When done the right way, it’s unlikely to change.

How it works at Workbooks

Our Shared Success program gives you a clear picture of the functionality you need, how your CRM works and how much it will cost – all up-front. Our experts work with you so that you have one tailored experience.

In our survey, our customers shared where they found additional significant deployment costs and with which CRM partners.