Case Study: French Duncan reduces time wastage and streamlines client management with Workbooks

French Duncan Develops Business And Reduces Time Spillage With Workbooks

French Duncan, a leading independent provider of professional services in Scotland, needed a CRM to streamline client information management and cut down time wasted searching across different sources. They chose Workbooks to support a more client-focused way of working and improve efficiency for their audit, tax, and advisory teams.

Workbooks implemented a CRM that gave French Duncan a single view of each client, helping staff respond more quickly to enquiries and spend less time looking up details like phone numbers. The solution also provided sales and marketing insights for cross-selling and enabled client service teams to record and bill for value-added services, delivering numerous new client benefits and reducing time spillage.

French Duncan