Case Study: National Federation of Builders achieves a holistic view of their sales cycle and marketing ROI with Workbooks CRM

National federation of builders now have a holistic picture of their sales cycle

The National Federation of Builders (NFB), an independent membership organisation supporting builders, contractors and house builders across England and Wales, struggled to manage prospect data and the sales pipeline. An aging membership database plus multiple, inconsistent spreadsheets created versioning problems, hindered campaign reporting and made it difficult for management to track marketing ROI and grow membership.

After a competitive selection process NFB implemented Workbooks CRM in a phased rollout (requirements, build, testing, training and support) to consolidate prospect and member data. The CRM now provides a holistic view of the sales cycle—marketing can track leads and campaign ROI, sales can manage their pipeline and activities, training requirements are captured, and management receives accurate, up‑to‑date reports—enabling better decision‑making and plans to expand reporting and streamline processes further.

National Federation of Builders

Trevor MacDonald

Business Information Manager