Workbooks
54 Case Studies
A Workbooks Case Study
Northdoor, an IT solutions provider with offices in London and Dublin, had relied on Salesforce.com to manage contacts and sales pipeline but lacked integrated sales order processing. That gap left the company using manual, paper-based procedures, duplicating data across systems and slowing procurement and project start-up—hindering visibility into orders, invoices and customer histories.
By moving to Workbooks Business and Workbooks CRM and migrating data from Salesforce, Northdoor created a central repository for quotes, orders and invoices and can now convert a quotation into a sales order and supplier purchase order in one flow. The change halved order-processing time, cut administrative costs, improved reporting and order visibility for sales, and required minimal training (the sales team trained in a day), delivering measurable operational efficiencies.
AJ Thompson
Sales & Marketing Director