Customer relationship management

Customer Relationship Management (CRM) is a company-wide business strategy used for managing a company’s interactions with customers and sales prospects. It is effectively a blend of operational processes, people, and technologies working together to achieve a two-way interaction with customers.

Successful CRM enables an organisation to create a holistic view of each customer, in real time. This enables customer facing employees in areas such as sales, marketing and customer support to make quick yet informed decisions and facilitates a better understanding of the needs and wants of existing and potential customers. True CRM should ultimately help an organisation to improve business process, increase profitability and drive down costs.

CRM Software

Workbooks CRM is a fully featured, easy to use web-based CRM solution that has been specifically designed for small and medium sized businesses.

We believe that small and mid-size businesses need ‘joined-up’ business applications, rather than separate applications with ‘silos’ of data. Our easy-to-use CRM software and our joined up approach, means our CRM solutions can help streamline your entire business, increasing productivity and performance through efficiency gains. With our CRM Edition you are able to join-up sales, marketing and customer services to enjoy one, consistent view of your customer engagement. Our Business Edition incorporates order management and fulfilment including all customer and supplier transactions. With access to such a breadth of real-time management information our customers are able to make better business decisions, more quickly.

The CRM software delivers our customers business application to help them execute more effectively, provide management information so they can make more informed decisions and ultimately build a more successful organisation.

CRM Software vs. Web CRM

With the significant emergence of Cloud Computing in the IT world, traditional, ‘on-premise’ CRM software solutions are being replaced with web-based CRM solutions. Web-based CRM, also referred to as “on-demand CRM”, “cloud computing CRM”, “online CRM” or “hosted CRM” delivers significant value to users, providing a much more cost effective way to deliver effective IT to businesses.

Small and medium sized organisations in particular can benefit greatly from web-based CRM software. Unlike ‘on-premise’ CRM software which requires heavy investment in terms of the purchasing and maintenance of hardware and installing and updating software, with web-based solutions the complexity of the underlying IT infrastructure is all handled by your SaaS vendor.

At Workbooks CRM our CRM software can be accessed quickly and securely from any web-browser and we handle all the IT complexity, so our customers don’t have to.

Some advantages of web-based CRM software:

More affordable CRM software – Web-Based CRM solutions, like Workbooks CRM, are usually sold on a subscription basis that includes upgrades, maintenance and a degree of customer support. CRM subscription models such as these usually operate on a monthly subscription basis and hence there are no large up-front costs.

CRM software that is quick to deploy – Whereas on-premise CRM solutions can take weeks or even months to deploy, with web-based CRM solutions all you need is a web browser and internet access, and therefore do not require any software to be installed, and so you are able to access your new software immediately.

Access your CRM system from anywhere – Providing there is an internet connection web CRM software, such as Workbooks CRM can be accessed from anywhere in the world. Users are able to access their CRM data and work more efficiently from anywhere.

High CRM adoption rates – As web based CRM solutions are delivered over the internet, there is virtually no learning curve involved with adopting a new solution as employees tend to already be used to working on the internet.

Seamless CRM software upgrades – With web CRM, you CRM provider will manage software updates and upgrades for you, eliminating the need to install or download patches.

CRM & Cloud Computing

There is no denying that traditional, on-premise CRM software is dying out and that the market is increasingly moving towards Software-as-a-Service (SaaS) CRM models. Like an increasing number of vendors, our simple CRM solutions are delivered via Software-as-a-Service (SaaS), therefore removing the traditional requirements of having hardware to maintain and software to install and support.