Are you using Salesforce? Looking for a new CRM?

Is your Salesforce solution not working for you? Here's why Workbooks might be better…

Think switching CRM is a long winded, time consuming and painful process? Then think again.

With more and more organizations turning to Workbooks, we have made it easy and risk free.

Are you paying too much for your Salesforce licences? Are you getting the attention you deserve when an issue arises? Has Salesforce delivered the outcomes you expected? Are you happy with user adoption? If these questions keep being raised, it might be time to re-evaluate whether Salesforce – as a CRM technology and partner – meets your requirements, now and for the future.

RICH FUNCTIONALITY

Workbooks offers a similarly robust and feature-rich CRM solution. Workbooks CRM extend beyond sales, marketing and customer services to include powerful marketing automation, event management, order management and fulfilment, invoicing and supplier management functionalities out-of-the-box.

NO THIRD PARTY – GET DIRECT VENDOR SUPPORT

Workbooks is a successful British company and the Workbooks product is developed and supported by our own UK team based at our HQ in Reading, Berkshire. We provide first class software but also a range of services to guarantee a successful implementation, together with ongoing support to help you speed up time to value and increase ROI. As a Workbooks customer, you contract directly with us for the provision of the service, technical support and implementation. You have a single partner to work with to achieve your desired outcomes.

SAVE MONEY

Workbooks is much better value for money. Depending on your plan, you could cut your licence bill by more than half. Entry level pricing for Workbooks CRM edition, includes sales and customer support, with the ability to mix and match licences across users. All Workbooks editions include API and Automation Engine, 5 databases as standard, typically 1 live database and 4 for testing and development.

OUR CUSTOMERS LOVE US

Workbooks are proud to be awarded nine G2 badges in the CRM software category for Fall 2023, specifically as a high performer in the mid market America category.

For decades, we've been providing you with a solution that focuses on not just software but a long-lasting relationship with your customers.

Rotary Corporation is a leading US supplier of outdoor power equipment parts. Like many, the company was grappling with the limitations of Salesforce. It just didn’t support the way they wanted to work.

Chris Roessler, Rotary’s VP of Marketing, explains: “We wanted one specific platform that was tailored for our business requirements. We engaged with Workbooks and participated in a Shared Success workshop with them. This helped us scope the project out. It was unique and highly collaborative! We had tons of sticky notes all over the walls as to what our needs were and what our wants were.

Workbooks took all those requirements and created a system that was custom-built for us. The implementation was successful and well received by our teams.

We were then able to target dealers with our programs and benefits more effectively and provide our customers with answers in a more efficient and timely manner.

Workbooks have not only helped us make better use of our time, but also provided us with a platform that is specifically tailored to our needs.

Their product is excellent, and their customer service is top-notch."