Case Study: ATG Media achieves efficient sales order processing and unites teams with Workbooks

Workbooks helps Improve Business Processes and Brings Departments Together

ATG Media, the UK’s leading specialist information and services provider for the fine art and antiques industry, had outgrown its legacy AdTrak advert-management system. The MS‑DOS platform lacked modern CRM capabilities, couldn’t be used company‑wide, and constrained infrastructure upgrades, leaving sales, production and finance teams without a single source of truth for customer interactions, orders and cashflow.

ATG chose Workbooks for a bespoke CRM that brings advert sales order processing into the same system as contact management and invoicing. Workbooks automated order line creation, standardised naming, supported multiple discount levels and controlled edits to fulfilled items, syncs with Sage for finance, and will track advert fulfilment for production — resulting in streamlined operations, reduced errors and improved cross‑department visibility.

ATG Media

Simon Berti

Sales Director