Case Study: Scottish Motor Trade Association achieves unified membership management and more efficient marketing with Workbooks

Workbooks has enabled SMTA to Become Proactive Rather than Reactive

The Scottish Motor Trade Association (SMTA), established in 1903, supports motor trade businesses across Scotland with services including a buying group, insurance, apprentice training and warranties. As the organisation grew, disparate systems across the training, buying, warranty and sales teams left member data fragmented, hampering commercial growth and making it difficult to target sales and marketing or get a single view of member engagement.

SMTA selected Workbooks CRM to consolidate data and processes into one platform. The solution provides a unified member record, tracks membership types and services, supports warranty management and enables targeted, proactive marketing — boosting efficiency, improving user adoption and helping the organisation allocate resources more effectively, with implementation risk reduced by Workbooks’ Shared Success scheme.

Scottish Motor Trade Association

Malcolm McRobert

Business Development Manager