Workbooks
54 Case Studies
A Workbooks Case Study
Not Going To Uni (NGTU) is the UK’s leading site helping school and college leavers explore alternatives to university. Rapid growth, an acquisition and a move from QuickBooks to Sage exposed limitations with their Salesforce setup — notably high licence costs, fragmented data and weak real‑time reporting — so the business sought a more integrated, cost‑effective CRM.
NGTU moved to Workbooks CRM, consolidating three databases and migrating 20,000 contacts and 10,000 records while integrating with Sage (and MailChimp). The switch halved licence costs, brought 24 users up to speed quickly, delivered real‑time dashboards and pipeline reports, streamlined order‑to‑invoice processes, improved visibility and productivity, and supported high customer retention (around 85%) to drive further growth.
Craig Abrahart
Managing Director