Case Study: Helen Brett Enterprises achieves faster cash collection and reduced redundancies with Workbooks

Helen brett since implementing workbooks the ability to collect money is faster & more efficient

Helen Brett Enterprises is a fourth‑generation, family‑owned leader in cash‑and‑carry trade show production in the US. Facing a paper‑based sales process, the team struggled with limited visibility into contacts and bookings, duplicate outreach, and difficulty tracking who had paid deposits — all made harder by field reps on the road and a high volume of email communications that needed to be recorded.

The company implemented Workbooks CRM with an Outlook connector, rolled it out smoothly with training, and gave the sales team web‑based access and a single record of all communications. As a result collections became faster and slicker, the number of deposits paid rose by 3%, redundancies were reduced, staff can handle customer queries without back‑and‑forth, and leadership gains reliable, up‑to‑date reporting.

Helen Brett Enterprises

Brett Kolinek

Director of Corporate Operations