Workbooks B2B Case Studies & Customer Successes

Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management. Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

4ways Healthcare achieves 10% growth with Workbooks

4ways Healthcare

Annie Meharg

Chief Commercial Officer

Amstore achieves 45-hour/month admin savings and improved business visibility with Workbooks CRM

Amstore

Marcelo Bustamente

Director

APL Media achieves streamlined order processing, cost savings and improved sales visibility with Workbooks CRM

APL Media

Matt Midworth

Commercial Director

Arlington Automotive streamlines complex assembly-line sales and RFQ KPI tracking with Workbooks CRM

Arlington Automotive

Bill Penfold

Group IT Manager

Aspin achieves greater visibility and a streamlined prospect-to-cash sales process with Workbooks

Aspin

Nathan Aspin

Managing Director

ATG Media achieves efficient sales order processing and unites teams with Workbooks

ATG Media

Simon Berti

Sales Director

Atlantic Data Security achieves 50% lower CRM costs and faster, more accurate reporting with Workbooks

Atlantic Data Security

Rick Romkey

Principle

BPL Plasma increases donor return and safeguards donor privacy with Workbooks CRM

BPL Plasma

Scott Hoose

Senior Manager of Business Analytics

Chartered Accountants' Benevolent Association (CABA) achieves a single view of all data and improved donor intelligence with Workbooks

CABA

Keith Haines

CEO, CABA

Capital Access Group achieves streamlined processes and targeted client marketing with Workbooks CRM

Capital Access Group

Robert Irvin

Head of Client Management

Caspian Media slashes order-processing and invoicing time with Workbooks

Caspian Media

Steven Randell

Publishing Director

ClinkClink Ltd achieves streamlined processes and reduced admin with Workbooks CRM

ClinkClink Ltd

Gary Jordan

Operations Manager

Coeliac UK achieves streamlined membership, fundraising and advanced reporting with Workbooks

Coeliac UK

Brendan Harris

Director of ICT

CSols Ltd achieves faster support and improved customer service with Workbooks

CSols Ltd

Kevin Jones

Sales Manager

Datalex halves database update time and reduces human error with Workbooks CRM

Datalex

Theresa Quinn

Marketing Manager

Datasound Laboratories achieves powerful real-time business insights with Workbooks

Datasound Laboratories

Rory Dear

Managing Director

How a leading life insurer found the perfect provider

Direct Life

Rob Quayle

Managing Director

DX Exchange achieves better customer communications and faster service with Workbooks CRM

DX Exchange

Jonathan Ramsey

Product & Marketing Manager

How all-in-one software and personalized support drove real business change

ECC

Nicholas Johnston

Chief Executive Officer

Forum of Private Business achieves accurate reporting and improved member experience with Workbooks

Forum of Private Business

Ian Cass

Managing Director

French Duncan Develops Business And Reduces Time Spillage With Workbooks

French Duncan

Garbutt & Elliott More Visibility Into Business Development And Greater Accountability

Garbutt + Elliott

Good Salon Guide achieves new business growth and improved customer retention with Workbooks CRM

Good Salon Guide

Gareth Penn

Managing Director

Hardscape achieves improved reporting and business insights with Workbooks

Hardscape

Darren Roberts

Commercial Manager

Helen Brett Enterprises achieves faster cash collection and reduced redundancies with Workbooks

Helen Brett Enterprises

Brett Kolinek

Director of Corporate Operations

How HT Law released over $220,000 in funds and changed the lives over 50 clients for the better with Workbooks

HT Law

Helen Tarokic

Attorney and North Carolina Board Certified Immigration Law Specialist and Owner

IFIS (food & health information provider) achieves operational efficiency and clearer commercial visibility with Workbooks CRM

IFIS

Maria Severino

Head of Finance

Index on Censorship achieves a more connected, time-saving organisation with Workbooks

Index on Censorship

Pam Cowburn

Head of Communications

K3 Retail boosts customer satisfaction and operational efficiency with Workbooks CRM

K3 Retail

Jane Thomas

Systems Support

Kahootz achieves 90% faster reporting and scalable, automated sales with Workbooks CRM

Kahootz

John Glover

Sales & Marketing Director

KTN Encourages Innovation And Collaboration To Boost UK Growth

Knowledge Transfer Network

Low Level Waste Repository achieves better customer experience and operational visibility with Workbooks

Low Level Waste Repository

Jenny Prince

Business Change Manager

Megatech gains a unified CRM and faster interdepartmental communication with Workbooks

Megatech

Quentin Jones

General Manager

Metadigm achieves faster quote-to-invoice processing and real-time sales metrics with Workbooks CRM

Metadigm

Nick Scott

Director

Multrees Investor Services achieves complete pipeline visibility and streamlined customer support with Workbooks

Multrees Investor Services

Clive Stelfox

Head of Client Relationship Management

National Federation of Builders achieves a holistic view of their sales cycle and marketing ROI with Workbooks CRM

National Federation of Builders

Trevor MacDonald

Business Information Manager

Northdoor achieves 50% faster order processing and reduced operational costs with Workbooks

Northdoor

AJ Thompson

Sales & Marketing Director

Not Going to Uni achieves 50% licence cost savings and real-time business visibility with Workbooks

Not Going to Uni

Craig Abrahart

Managing Director

Palagan achieves 80% faster quoting and increased productivity with Workbooks CRM

Palagan

Adam Priestley

Business Development Manager

Regen SW achieves 25–30% faster reporting and streamlined processes with Workbooks CRM

Regen SW

Lee Richards

Programme Manager

Rotary Corporation achieves 50% licence cost savings and improved collaboration with Workbooks Cloud CRM

Rotary Corporation

Chris Roessler

Vice President of Marketing and Advertising

Russell Finex Switched From Salesforce To Workbooks To Manage Sales Operations

Russell Finex Ltd

Rob O'Connell

Sales & Marketing Director

SAV Systems achieves rapid growth and superior customer experience with Workbooks CRM

SAV Systems

Jose de Almeida

General Manager

Scottish Motor Trade Association achieves unified membership management and more efficient marketing with Workbooks

Scottish Motor Trade Association

Malcolm McRobert

Business Development Manager

Securewest achieves rapid ROI and 12-15% sales growth with Workbooks CRM

Securewest

Andrew Gibbens

Global Director of Business Development

Shaw Gibbs Better Visibility Into Sales & Marketing For More Informed Decisions

Shaw Gibbs

Spotler achieves cost savings and improved customer engagement with Workbooks CRM

Spotler

Lee Chadwick

Chief Executive Officer

StudentUniverse achieves faster invoicing, reduced admin and better insights with Workbooks

StudentUniverse

Fredrick Elliott

Head of Business Development

Taopix Limited achieves time savings and reduced operational costs with Workbooks CRM

Taopix Limited

James Gray

CEO & Founder

TC Facilities Management achieves measurable marketing ROI, faster helpdesk response and advanced reporting with Workbooks

TC Facilities Management

Fiona Ellingham

Marketing Manager

The Exchange Lab achieves joined-up pipeline visibility and streamlined campaign management with Workbooks

The Exchange Lab

Sarah Withers

Business Ops Manager

TCMM Shutter Group achieves £1M revenue growth and a unified, agile platform with Workbooks

The TCMM Shutter Group

Vicky Bibby

Digital Development Manager

Ultima Media achieves 5x more new prospects with Workbooks CRM

Ultima Media

Gavin Miller

Managing Director

XPS Pensions Group achieves greater efficiency and integrated sales & marketing with Workbooks CRM

XPS Pensions

Charlotte West

No matching case studies

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