Workbooks
54 Case Studies
A Workbooks Case Study
BPL Plasma, a global plasma‑collection company supplying life‑saving therapies, faced falling return rates from compensated donors and relied on static monthly spreadsheets and standalone files that were inefficient and risked donor privacy under FDA/MHRA rules. Head office needed a way to re‑engage lapsed donors, automate tracking of donation history, and centralise campaign management.
After trialling several platforms, BPL chose Workbooks CRM for its transparent, partnership‑style approach and tailored implementation. Workbooks centralised and standardised campaign management, automated donor tracking and call lists (automatically removing recently contacted donors), which improved call efficiency, increased donor return rates and reduced privacy risk by eliminating standalone files.
Scott Hoose
Senior Manager of Business Analytics