Workbooks CRM for Small and Medium Business

Overview

Workbooks provides sales people, sales leaders and marketers with the tools they need to create leads, manage the sales pipeline, close deals and ensure their teams are productive.

Lead Management:
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Online Lead Capture
Using Workbooks’ Web-to-lead functionality you can capture leads directly from your own website, into Workbooks.

Create different forms to capture different types of leads
Automatically assign leads to queues and notify people
Capture the source and campaign of the lead and any other information you need to track
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Web-to-Lead
Distribute Leads
Efficiently distribute leads to your sales team through Workbooks’ ‘Assigned To’ functionality, helping you to manage your lead flow process more effectively.

Assign leads to the correct person and schedule follow up activities for your colleagues to ensure your leads are being actioned. You can even create reports to show which leads haven’t been progressed promptly to ensure sales opportunities aren’t lost.

Integrate with Google Adwords
Workbooks integrates with Google Adwords enabling you to track which of your online campaigns are the most effective.

Track ‘Organic’ and ‘Pay per click’ leads
Identify which keywords generate the most leads
Monitor which Google Adwords campaigns and ad-groups are most effective

Organisations & People Management
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With Workbooks you can see all the Activities, Emails, Cases, Opportunities and transactions you have ever had with a customer, giving you full visibility of all the people and organisations you deal with, at a glance. This 360⁰ view of your contacts can significantly help you to shape your future customer interactions appropriately, notably contributing towards improving your customer service.

Workbooks also has the functionality that enables you to;

Track relationships between People and Organisations
Segment your customer data based on criteria, such as account manager, or location or sales team.
Increase your Productivity
Assign activities to your colleagues to quickly and clearly get the message across.
Use standard Email Templates across your business to reduce the amount of time spent on writing repetitive emails.

Full integration with Outlook means you can send and receive emails all from within Workbooks, without the need to keep switching applications.

Integrated Customer Support
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Case Management
Workbooks Case Management system allows you to integrate your support teams with the rest of the business. Using Case Management support teams can log trouble tickets, assign cases to users and Queues, set priorities and track the progress of the case.

Case Management includes the following features:

Automatic creation of case references
Case priorities
Assign cases to users or Queues
Store Notes and Attachments against the Case Record
Set Activities and Reminders to ensure following actions are not missed
Custom Fields to allow you to track additional information

Benefits

1. Workbooks has a rich user interface, with a 'Windows-like' feel to the system, making the system extremely easy-to-use and user adoption very quick.

2. Our 'joined up' business processes model, enables you to have full visibility from prospect to cash, helping you to streamline and automate many of your processes.

3. With the ability to assign invoices to marketing campaigns, Workbooks enables you to accurately calculate ROI, based on real costs, rather than just estimates.


3. Workbooks is a UK provider for UK SME businesses. This means all our support and engineering are local, enabling us to respond to our customers immediately.

4. Cost effective - As Workbooks is an online service, there is no large capital commitment for hardware and software and you only pay for the users you need.