Case Study: Megatech gains a unified CRM and faster interdepartmental communication with Workbooks

Communication Between Departments is Now Quicker and Easier

Megatech Limited, established in 1973, is the UK’s largest independent supplier of equipment and services to the semiconductor and thin film industries. Despite deep technical expertise, the business struggled with fragmented systems—Salesforce, Sage Line 50, Sage CRM, Excel and separate operations tools—causing duplicated data, poor pipeline visibility and slow interdepartmental communication.

After evaluating vendors, Megatech implemented Workbooks as a single unified CRM to manage the full sales-to-cash process. The platform consolidated supplier and customer data, enabled quotations, orders and invoicing from one system, and added campaign tools (with MailChimp integration) for targeted email marketing. As a result, teams now share a connected view of data, pipeline visibility has improved, interdepartmental communication is faster, and Megatech can send more effective, segmented communications.

Megatech

Quentin Jones

General Manager