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

Datalex Reduce Time Spent Updating Databases by Half

Datalex, a global B2B provider of travel distribution and merchandising software with about 160 employees, had outgrown Microsoft Office tools as its marketing activities and database expanded. The marketing team became a bottleneck for data updates, campaign management and reporting, leading to time-consuming admin work, inconsistent records and increased risk of human error.

By implementing the cloud-based Workbooks CRM, Datalex consolidated customer and communication data into one integrated system, giving sales teams direct ownership of their records and marketing full visibility of campaigns. The change halved the time spent updating databases, reduced human error, improved reporting and campaign ROI tracking, and delivered a more user-friendly, flexible platform for ongoing marketing and sales coordination.

Datalex

Theresa Quinn

Marketing Manager