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

Forum of private business finds peace of mind with workbooks

The Forum of Private Business, a UK trade association, was struggling with a heavily customised, fragmented CRM that produced inconsistent member data and made reporting, segmentation and integrations difficult. Leadership wanted an out-of-the-box solution that was easy to configure and update in-house, would integrate with tools like MailChimp, and would restore confidence in management reporting and the member experience.

They switched to Workbooks CRM in June 2017 with weekend implementation support from Wizard Systems; adoption was fast and training consistent across the team. The result is reliable, centrally managed data, far better reporting and targeted communications, improved member follow-up and service, and renewed management confidence — with plans to expand into Workbooks’ email and payments features in future.

Forum of Private Business

Ian Cass

Managing Director