Reviews, Opinions and Ratings for Workbooks CRM – For Small and Medium Business
Showing 6 — 7 of 7 reviews
What is Workbooks CRM?
Workbooks CRM - For Small and Medium Business
Workbooks is one of the fastest growing provider of CRM apps designed specifically for small and mid-size organisations. With headquarters in the UK, our suite of software enables our Learn More →
Workbooks Review
Review for Workbooks CRM by Catherine Jamieson on 2010-07-14
As a new business we deployed Workbooks early this year. It has quickly become a central part of our infrastructure, giving us the ability to target vertical markets , analyse the results of campaigns and make informed choices as to where to spend any further funds. 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.
| Overall rating: | |
| Ease of use: | |
| Features: | |
| Value for money: |  |
| Ease of deployment: | |
Pros: As a SAS application, the deployment is extremely straight forward. Being a small business, knowing that updates will just get taken care of, simply removes the hassle. If we do have any questions or queries, technical support is excellent too.
Cons: My dislikes are classic inherent database and process issues, eg: if for whatever reason an opportunity is lost, how do you put that organisation/person back into the “lead bucket” or why can’t I have more than one name associalted wtih a lead?
Best Uses: We use the system for management of prospects from Lead to Sale. After Sale for customer services communication and management - including our telephone support service ie: case management
Workbooks CRM
Review for Workbooks CRM by Mike Starnes on 2010-07-09
Initially Workbooks was taken on to replace the relatively medievil practice of managing prospects, pipeline and forecasts in spreadsheets and make information more accessible, and ultimately improve the way in which we dealt with customers, suppliers, prospects and so on. Once we started to trial and use the service we recognised that we could use it for much much more, and in fact we have been able to reduce the amount of paperwork and personnel involved in managing certain tasks, such as producing quotes or tracking the success and return of marketing campaigns. We are a big advocate of Workbooks, and it is and has helped us shape the way in which we work for the better. We have now been on board for 18 months and will extend our usage of the service in the future.
| Overall rating: | |
| Ease of use: | |
| Features: | |
| Value for money: | |
| Ease of deployment: | |
Pros: Easy to customize (fields, views, reports), the service requires very little training Configuration and policy enforcement is straightforward Ability to manage multiple databases Forecasting and tracking opportunites from prospect through to sale
Cons: Our biggest challenges have been with adoption and getting people working in a standardised fashion. My only criticism currently is that to my knowledge I can integrate it with outlook to record history, I believe this is coming.
Best Uses: Sales forecasting and reporting Contact and Relationship Management Tracking opportunities and gaining visibility of pipeline Managing Marketing campaigns Creating quoations
Review Context: I am responsible for Sales and Operations within our business, I am a power user of the service and administer user access.
Workbooks CRM
Workbooks is one of the fastest growing provider of CRM apps designed specifically for small and mid-size organisations. With headquarters in the UK, our suite of software enables our Learn More →