Case Study: Rotary Corporation achieves 50% licence cost savings and improved collaboration with Workbooks Cloud CRM

Rotary Corporation Chooses Workbooks Cloud CRM to Drive Success

Rotary Corporation, the world’s largest supplier of outdoor power equipment parts and tools, needed a more cost-effective, flexible CRM after nine years on Salesforce and rising license fees. With a tight deadline ahead of its busy spring/summer season, the company sought a solution that could be tailored to its workflows and improve collaboration across sales, service, marketing and finance.

Rotary chose Workbooks Cloud CRM for its adaptability and quick implementation, running training in February and going live in March. The platform now supports 101 users, integrates with ERP and DocuSign, and manages tax certificate verification, pricing approvals, RMAs, credit control and customer history—improving cross-team communication and customer experience. Rotary also cut license costs by 50% and is moving forward with Workbooks’ marketing automation to deliver targeted campaigns.

Rotary Corporation

Chris Roessler

Vice President of Marketing and Advertising