Workbooks B2B Case Studies & Customer Successes

Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management. Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

4ways Healthcare achieves 10% growth with Workbooks

4ways Healthcare

Annie Meharg

Chief Commercial Officer

Amstore Benefits from a Reduction of 45 Hours a Month in Admin Time

Amstore

Marcelo Bustamente

Director

APL Media joins up its business with Workbooks CRM

APL Media

Matt Midworth

Commercial Director

Arlington Automotive uses workbooks to manage complex assembly line projects

Arlington Automotive

Bill Penfold

Group IT Manager

Workbooks crm is helping drive efficiency and effectiveness across the business

Aspin

Nathan Aspin

Managing Director

Workbooks helps Improve Business Processes and Brings Departments Together

ATG Media

Simon Berti

Sales Director

Workbooks Supports Growth Of Atlantic Data Security

Atlantic Data Security

Rick Romkey

Principle

BPL Plasma increases donor return with Workbooks CRM

BPL Plasma

Scott Hoose

Senior Manager of Business Analytics

A Single View of Information & Relationships, Improved Intelligence and Enhanced Marketing

CABA

Keith Haines

CEO, CABA

Workbooks has Really helped To Streamline our Business Processes

Capital Access Group

Robert Irvin

Head of Client Management

Workbooks has Significantly Reduced the Time it Takes to Invoice Customers

Caspian Media

Steven Randell

Publishing Director

Workbooks helps clinkclink create more business through better data management

ClinkClink Ltd

Gary Jordan

Operations Manager

Workbooks has Significantly Increased Efficiency

Coeliac UK

Brendan Harris

Director of ICT

Csols is able to handle increased support calls whilst keeping the same amount of staff

CSols Ltd

Kevin Jones

Sales Manager

Datalex Reduce Time Spent Updating Databases by Half

Datalex

Theresa Quinn

Marketing Manager

Workbooks Enables PCB Manufacturer to Harness Powerful Business Insights

Datasound Laboratories

Rory Dear

Managing Director

How a leading life insurer found the perfect provider

Direct Life

Rob Quayle

Managing Director

Dx Exchange Gets Closer to Its Members With Workbooks

DX Exchange

Jonathan Ramsey

Product & Marketing Manager

How all-in-one software and personalized support drove real business change

ECC

Nicholas Johnston

Chief Executive Officer

Forum of private business finds peace of mind with workbooks

Forum of Private Business

Ian Cass

Managing Director

French Duncan Develops Business And Reduces Time Spillage With Workbooks

French Duncan

Garbutt & Elliott More Visibility Into Business Development And Greater Accountability

Garbutt + Elliott

Workbooks helped Good Salon Guide to Generate New Business and Improve Customer Retention

Good Salon Guide

Gareth Penn

Managing Director

Workbooks takes hardscape to the next level

Hardscape

Darren Roberts

Commercial Manager

Helen brett since implementing workbooks the ability to collect money is faster & more efficient

Helen Brett Enterprises

Brett Kolinek

Director of Corporate Operations

How HT Law released over $220,000 in funds and changed the lives over 50 clients for the better with Workbooks

HT Law

Helen Tarokic

Attorney and North Carolina Board Certified Immigration Law Specialist and Owner

Workbooks Drives Efficiencies and Provides Greater Visibility into IFIS Commercial Operations

IFIS

Maria Severino

Head of Finance

Index on censorship workbooks has created a more connected organisation

Index on Censorship

Pam Cowburn

Head of Communications

Workbooks CRM helps K3 Retail Drive Customer Satisfaction

K3 Retail

Jane Thomas

Systems Support

Kahootz use Workbooks to simplify complexity & automate its sales process

Kahootz

John Glover

Sales & Marketing Director

KTN Encourages Innovation And Collaboration To Boost UK Growth

Knowledge Transfer Network

Llw Repository Ltd Transformed Their Customer Experience for the Better

Low Level Waste Repository

Jenny Prince

Business Change Manager

Communication Between Departments is Now Quicker and Easier

Megatech

Quentin Jones

General Manager

Metadigm Improves Sales Team Performance and Sales Forecasting

Metadigm

Nick Scott

Director

Workbooks enables us To Track All Customer Engagement

Multrees Investor Services

Clive Stelfox

Head of Client Relationship Management

National federation of builders now have a holistic picture of their sales cycle

National Federation of Builders

Trevor MacDonald

Business Information Manager

Northdoor Streamline Sales Order Processing and Reduce Operational Costs

Northdoor

AJ Thompson

Sales & Marketing Director

Not Going To Uni Sees Licence Costs Halved And Higher Retention Rates Since Moving To Workbooks CRM

Not Going to Uni

Craig Abrahart

Managing Director

Workbooks helps Palagan Increase Productivity, Tighten Processes and Gain Greater Visibilility

Palagan

Adam Priestley

Business Development Manager

Workbooks has enabled regen sw to streamline their business processes

Regen SW

Lee Richards

Programme Manager

Rotary Corporation Chooses Workbooks Cloud CRM to Drive Success

Rotary Corporation

Chris Roessler

Vice President of Marketing and Advertising

Russell Finex Switched From Salesforce To Workbooks To Manage Sales Operations

Russell Finex Ltd

Rob O'Connell

Sales & Marketing Director

Workbooks CRM Underpins SAV Systems Growth

SAV Systems

Jose de Almeida

General Manager

Workbooks has enabled SMTA to Become Proactive Rather than Reactive

Scottish Motor Trade Association

Malcolm McRobert

Business Development Manager

Securewest a CRM implementation that delivered ROI fast

Securewest

Andrew Gibbens

Global Director of Business Development

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

Shaw Gibbs

Spotler switched from Microsoft Dynamics to Workbooks CRM

Spotler

Lee Chadwick

Chief Executive Officer

Workbooks has Helped Studentuniverse Drive a More Efficient Sales Cycle

StudentUniverse

Fredrick Elliott

Head of Business Development

Workbooks helps Taopix Reduce Operational Costs

Taopix Limited

James Gray

CEO & Founder

Workbooks CRM to Underpin Sales, Marketing and Customer Helpdesk

TC Facilities Management

Fiona Ellingham

Marketing Manager

Exchange Lab - Customer Case Study

The Exchange Lab

Sarah Withers

Business Ops Manager

TCMMM Shutter Group Ltd CRM Pivotal to Enabling an Agile Business Transformation

The TCMM Shutter Group

Vicky Bibby

Digital Development Manager

Ultima Media CRM To Generate Five Times More New Prospects

Ultima Media

Gavin Miller

Managing Director

XPS Pensions Group Improved efficiencies across their entire network

XPS Pensions

Charlotte West

No matching case studies

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