Case Study: XPS Pensions Group achieves greater efficiency and integrated sales & marketing with Workbooks CRM

XPS Pensions Group Improved efficiencies across their entire network

XPS Pensions Group is the UK’s largest pure pensions consultancy, with over 1,200 employees advising more than 1,200 schemes and administering pensions for around 920,000 members. After growth and a merger, the business struggled with an unwieldy, sales‑focused CRM that was hard to customise, offered poor overseas support and delivered a weak return on investment — prompting a search for a more flexible, UK‑based solution that could better link sales, marketing and client services.

XPS adopted Workbooks CRM in 2016 and worked closely with the vendor on a smooth implementation and ongoing rollouts. The highly customisable platform (plus single sign‑on and SheetView) brought sales, marketing and client‑side activity together, improved KPI reporting and made data tasks easier. As a result XPS reports better customer insight, increased revenue opportunities, measurable efficiency gains and cost savings, with wider adoption supported by training and engagement materials.

XPS Pensions

Charlotte West