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workbooks.com: Use-Cases, Insights and Reviews | 2024 Cuspera

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(4450)

Workbooks | A platform to manage your business, designed and priced for the mid-market

workbooks.com Overview

Workbooks offers a free interactive CRM demo with no login required. It is an affordable, feature-rich CRM tailored to boost business efficiency.

Use Cases

Customers recommend Engagement Management, Proposal & Quote Management, Contact List Management, as the business use cases that they have been most satisfied with while using workbooks.com.

Other use cases:

Lead Tracking
Campaign Management
Workflow Management
Helpdesk Management
Lead Management
Contract Management
Forecasting

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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using workbooks.com.

Other priorities:

Increase Sales & Revenue
Improve ROI
Improve Internal Communications
Grow Market Share
Improve Efficiency
Scale Best Practices
Build Brand Awareness
Improve Stakeholder Relations
Improve Consistency
Improve Visibility
Improve Brand Engagement
Enter New Markets Internationally Or Locally
Launch New Products
Improve Digital And Social Presence

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workbooks.com Use-Cases and Business Priorities: Customer Satisfaction Data

workbooks.com's features include Recording, Dashboard, Personalization, etc.

Reviews

"A Lot of Data Was Being Kept in People Head’s or in Personal Files. This Made Us Feel Vulnerable as a Business and It Became Clear That Act! Wasn’t Adequate as a Long Term Solution and It Wasn’t Scalable." - Kevin Jones

workbooks.com, Maximizer CRM, Suitecrm, Copper, Vtiger all-in-one CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for workbooks.com

Top Industries

Financial Services
Computer Software
Non-Profit Organization Management

Popular in

Small Business
Mid Market
Enterprise

workbooks.com is popular in Financial Services, Computer Software, and Non-Profit Organization Management and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on workbooks.com Use Cases

How can workbooks.com optimize your Engagement Management Workflow?

The platform helps businesses track customer interactions, manage sales leads, and automate follow-up activities. The platform also provides in-depth reporting and dashboards to monitor business progress. Although the platform provides valuable features for engagement management, it lacks full mobile functionality.

"...Member engagement run the Forum helpline and speak to members day-to-day...." Case Study Forum of Private Business

What solutions does workbooks.com provide for Proposal & Quote Management?

Workbookscom offers a comprehensive proposal and quote management solution, enabling users to create, track, and manage quotes, orders, and invoices seamlessly. The system integrates with customer relationship management (CRM) functionalities, streamlining workflows and providing improved visibility into sales pipelines. A limitation of Workbookscom is that its quotation module may not be suitable for all businesses, especially those with complex requirements.

"...As our business grows so does our usage of Workbooks, providing quotes, forecasts and many other reports to help keep us on track as well as ensure we all share important information...." Peer review by Catherine

How does workbooks.com address your Contact List Management Challenges?

Workbooks provides a comprehensive system for managing contacts, including storing contact details, tracking communication history, and organizing contacts within companies. Workbooks is a cloud-based platform, granting users access to contact information from any location at any time. Although Workbooks does not currently integrate with Outlook for contact history recording, this feature is under development.

"...Mainly Contact and Account Management, Opportunity Management, Emails, Activities and Reporting..." Peer review by Consultant

Why is workbooks.com the best choice for Lead Tracking?

Workbookscom can track leads and opportunities throughout the sales process. This system helps businesses understand how prospects become customers. Workbookscom also provides tools to track and manage financial areas like sales orders, invoicing, and purchasing.

"...Workbooks is a fantastic way of us being able track our marketing leads. , providing the opportunity to upsell other services...." Peer review by Robert P, Head of ICT, Hospitality

What Are the key features of workbooks.com for Campaign Management?

Workbooks enables businesses to manage their marketing campaigns effectively. The software streamlines business processes, improving visibility over marketing and sales activities. Workbooks helps businesses track campaign success, measure return on investment, and manage data.

"...So far we can see that we can keep historical information on contact with leads which will then make further sales/ marketing campaigns much quicker...." Peer review by Felicity V, Events and membership coordinator

56+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well workbooks.com solved their CRM needs. Cuspera uses 4450 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Kevin Jones Sales Manager CSols Ltd	A Lot of Data Was Being Kept in People Head’s or in Personal Files. This Made Us Feel Vulnerable as a Business and It Became Clear That Act! Wasn’t Adequate as a Long Term Solution and It Wasn’t Scalable. Testimonial By Kevin Jones
Natalie Worth Head Of Finance And Administration Caba	We can now monitor and evaluate all of our information, at the click Of a button … with workbooks we now have a full understanding of All the different stakeholders and the relationship they have with Caba. Testimonial By Natalie Worth
Clive Stelfox Head of Client Relationship Management Multrees	This Process Became Too Arduous and Time-consuming So We Wanted a System That Could Hold All of the Data and Enable Us to Quickly Find the Right People When We Needed to. Testimonial By Clive Stelfox

CUSTOMERS	TESTIMONIALS
Kevin Jones Sales Manager CSols Ltd	A Lot of Data Was Being Kept in People Head’s or in Personal Files. This Made Us Feel Vulnerable as a Business and It Became Clear That Act! Wasn’t Adequate as a Long Term Solution and It Wasn’t Scalable. Testimonial By Kevin Jones
Natalie Worth Head Of Finance And Administration Caba	We can now monitor and evaluate all of our information, at the click Of a button … with workbooks we now have a full understanding of All the different stakeholders and the relationship they have with Caba. Testimonial By Natalie Worth
Clive Stelfox Head of Client Relationship Management Multrees	This Process Became Too Arduous and Time-consuming So We Wanted a System That Could Hold All of the Data and Enable Us to Quickly Find the Right People When We Needed to. Testimonial By Clive Stelfox

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
DX Exchange	NA	Case Study DX Exchange Achieved A 25% Increase In Customer Retention And A 15% Boost In Customer Satisfaction. Read More
Multrees	NA	Case Study Multrees Improved Sales Pipeline Management And Enhanced Client Engagement, Resulting In A 50% Increase In Sales Pipeline Visibility And A 20% Reduction In Administrative Tasks. Read More
Eilersen	NA	Case Study Eilersen Achieved A 30% Reduction In Lead Times And Improved Customer Satisfaction Through The Implementation Of Workbooks Crm. Read More

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Frequently Asked Questions(FAQ)

for workbooks.com

What is workbooks.com?

Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services.

Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.

Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

What is workbooks.com used for?

workbooks.com is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Proposal & Quote Management and Contact List Management .

What are the top features of workbooks.com?

Recording, Dashboard and Personalization are some of the top features of workbooks.com.

Who uses workbooks.com?

workbooks.com is used by Financial Services, Computer Software and Non-Profit Organization Management among other industries.

What are workbooks.com alternatives?

Maximizer CRM, Suitecrm, Copper and Vtiger All-In-One CRM are popular alternatives for workbooks.com.

Where is workbooks.com located?

workbooks.com is headquartered at 330 Roberts Street, Suite 402, East Hartford, CT 06108, United States.

lightning

Peers used workbooks.com for engagement management and proposal & quote management

workbooks.com Competitors

More workbooks.com Alternatives...

workbooks.com Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	3.28/5 ★ Read Reviews (6)
Analytics	4.77/5 ★ Read Reviews (86)
Custom Reports	3.88/5 ★ Read Reviews (649)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	3.28/5 ★ Read Reviews (6)
Analytics	4.77/5 ★ Read Reviews (86)
Custom Reports	3.88/5 ★ Read Reviews (649)

Software Failure Risk Guidance

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for workbooks.com

Overall Risk Meter

Low Medium High

Top Failure Risks for workbooks.com

Workbooks Profile

Company Name

Workbooks

Company Website

https://www.workbooks.com/

HQ Location

330 Roberts Street, Suite 402, East Hartford, CT 06108, United States

Employees

11-50

Social

Financials

SEED