Workbooks
54 Case Studies
A Workbooks Case Study
Arlington Automotive, a fast‑growing global supply‑chain consolidator in the aerospace and automotive sectors operating across the UK, Europe, US, China and India, needed to manage complex, long‑term assembly‑line projects and a fragmented sales process. With over 200 employees and multiple recent acquisitions, the business struggled to track RFQs, KPIs and group reporting because teams were using disparate Excel systems and lacked timely visibility into pipeline and sales performance.
In April 2017 Arlington deployed Workbooks CRM—selected for its UK‑based support, cloud model and configurability—to centralize forecasting, pipeline management, RFQ response tracking and sales team oversight. The fast, on‑budget implementation and strong training/support improved visibility into RFQ SLAs and sales metrics, streamlined multi‑supplier quoting and established a platform for broader group reporting and future reporting enhancements.
Bill Penfold
Group IT Manager