Success Story: Rotary Corporation
Chris Roessler, Vice President of Marketing and Advertising, shares Rotary's CRM journey:
Established in 1971, Rotary Corporation, is the world's largest supplier of outdoor power equipment parts and tools.
Their extensive range of products includes lawn mower parts and accessories such as blades, filters, spark plugs, tires, belts & pulleys, wheels, trimmer line, edger blades, ignition parts and engine components.
Every day, servicing dealers depend on Rotary for a better selection of parts, tools, and accessories, even hard-to-find items.
The Challenge
Having used Salesforce for the previous nine years, Rotary Corporation were looking for a new solution due to ongoing fee increases and feeling the solution was not delivering value-for-money. After conducting extensive online research, the company shortlisted four software vendors and invited them to present their offerings.
Chris Roessler, the Vice President of Marketing and Advertising at Rotary, expressed his immediate interest in Workbooks, stating, "We knew from the get-go that Workbooks was the one... Workbooks provided the flexibility we desired to work the way we wanted." Unlike other vendors solely focused on their existing platform and functionalities, Workbooks demonstrated a dedicated effort to tailor the platform to Rotary's specific business needs. "Workbooks took the time to understand our challenges and pain points, allowing them to present a much more personalized solution. We had confidence that Workbooks would deliver and help us achieve our desired outcomes" adds Chris.
Rotary was impressed by Workbooks' commitment to meeting tight deadlines, providing training in late February and going live with the new platform in March. Chris describes their accomplishment as "phenomenal" and suited their business timeline perfectly, especially considering that spring and summer are Rotary's busiest seasons.
The Solution
They made the decision to switch to the Workbooks' platform in order to streamline its operations, encourage team collaboration, and reduce costs.
Workbooks conducted three comprehensive training sessions over three days with the sales team, and then trained other employees throughout the organization. Feedback from the team has been overwhelmingly positive, highlighting the system's user-friendly interface.
With 101 Workbooks users spanning multiple departments such as new products, tech support, customer service, credit, purchasing, international sales, sales, sales administration, marketing/advertising, and including the CEO and CFO, Rotary leverages the platform to align processes and data across the business. These include managing sales tax certificate verification and validity, handling special pricing approvals and loyalty program memberships, integrating with ERP, providing sales representatives with a holistic view of customer history and payment status, managing RMAs and technical queries for the customer service team, and organizing credit control and suggesting new items. Workbooks also successfully integrated with DocuSign, enabling the electronic completion and signature of crucial business documents like sales tax forms and pricing agreements.
The Benefit
✔ 50% saving in licence fees after switching vendors
✔ Workbooks provided the flexibility and agility that Rotary needed in its CRM solution
✔ Successful integration with DocuSign allowing Rotary to complete business documents with a digital signature
✔ No silos – key metrics shared seamlessly across the whole organization
