Case Study: Caspian Media slashes order-processing and invoicing time with Workbooks

Workbooks has Significantly Reduced the Time it Takes to Invoice Customers

Caspian Media is a B2B media publisher (founded 1996) behind titles such as Real Business and Real Deals and a growing events and sponsorship business. As digital channels and revenue streams expanded, the company was hampered by spreadsheets and siloed systems (including a separate accounting package), which left it without pipeline visibility and required time‑consuming, error‑prone manual order and invoicing processes that could take over 30 minutes per order.

In April 2012 Caspian implemented Workbooks, a cloud‑based, Mac‑compatible CRM with integrated order management and invoicing. Automating order fields, enforcing validation and standardising approvals enabled one‑click invoicing, reduced order processing from over half an hour to minutes, cut invoice disputes and duplicate data entry, and drove more than 90% sales‑team adoption with real‑time dashboards for better decision making.

Caspian Media

Steven Randell

Publishing Director