Case Study: Metadigm achieves faster quote-to-invoice processing and real-time sales metrics with Workbooks CRM

Metadigm Improves Sales Team Performance and Sales Forecasting

Metadigm, a Cambridge-area network and security specialist with over 20 years’ experience, was relying on spreadsheets and an in‑house database that left data scattered and processes slow. Their quote‑to‑invoice workflow was complex and manual, sales pipeline reporting lacked real‑time metrics, and technical support wasn’t integrated with customer‑facing teams — so leadership sought an easy‑to‑use CRM to streamline operations and improve visibility.

Workbooks partnered with Metadigm to deliver a configured CRM with custom fields, document templates, reports and tailored training. The implementation sped up quote‑to‑invoice processing, gave real‑time sales metrics and better order‑fulfilment visibility, integrated technical support data across the business, improved forecasting and sales performance — enough to recover the subscription cost through order management improvements alone.

Metadigm

Nick Scott

Director