Case Study: Shaw Gibbs achieves better sales and marketing visibility with Workbooks

Shaw Gibbs Better Visibility Into Sales & Marketing For More Informed Decisions

Shaw Gibbs, an accounting and business advisory firm with offices in Oxford and London, needed a better way to manage client data, sales, and marketing after relying on multiple spreadsheets made it hard to gain useful insights. After evaluating several options, they chose Workbooks for its ease of use, broad functionality, and integrations with CCH and their time and fee management system.

Workbooks implemented a platform that gave Shaw Gibbs greater visibility into performance, helped them see which marketing campaigns were working, improved event management, and provided better relationship insights. With marketing automation, Workbooks also enabled more effective client communication while supporting GDPR compliance, delivering a more efficient and informed sales and marketing process.

Shaw Gibbs