Workbooks News

Oct 20,2014 by Anonymous

Membership ManagementLatest eBook provides practical tips from deciding what web based CRM means to your organisation through to choosing the best supplier -

Many associations and membership organisations are taking a leaf out of the commercial sector’s book and replacing their traditional membership databases with web based CRM systems that can help them manage their donor and partner relationships more productively and efficiently.

However, the same problems and pitfalls of CRM implementation apply whether you are a membership organisation or Enterprise company. The difference is that an expensive CRM implementation, which does not provide the expected or promised results, is potentially devastating to membership organisations with tight budgets and for those that rely on member donations to continue their work. Every penny has to be spent wisely and the best return on investment gained.

The majority of CRM implementation problems arise when stakeholders and CRM project leaders in the organisation don’t spend enough time defining what they actually want from CRM – or even what CRM means.

To help, our CRM experts have created a Practical Guide with four top tips detailing what every association and membership organisation should be considering before embarking on a web based CRM implementation. These include:

  • Decide what CRM means to you - It is vital that you find the right combination of CRM and membership management features for your needs – but have you actually defined what CRM means to your organisation?
  • Consider the benefits - There are many benefits of CRM for associations and membership organisation, not least in the increased productivity of employees, who are free to concentrate on delivering the best possible service to your members without having to rely on disparate information sources, which are likely to exist in a complicated mixture of digital and physical media.
  • What are your specific requirements? - What do you need your CRM and membership management to do?
  • Choose the right CRM partner - Having identified your need for CRM, you need to identify the system – and supplier – with the qualities to meet that need.

For more information and to read the top tips in full download our eBook by clicking on the button below:

Oct 13,2014 by

Leading publisher Incisive Media selects Workbooks CRM for its Global Sales Team

Reading, England, 13th October 2014

Incisive Media Ltd, a leading global business-to-business information provider, has selected Workbooks CRM to enable its teams which are selling annual subscriptions across a range of online and print titles in London, Hong Kong and New York.

Incisive Media has grown from the publisher of a single B2B financial magazine to a global business media company that prides itself on its entrepreneurial culture, creating market-leading products for the main areas of financial services, with leading brands in the financial, legal, accountancy and IT sectors. Incisive Media aims to bring product provider and purchaser business communities together using all the varied platforms available to a modern information business. 

Whilst Incisive Media has sophisticated subscription management and publishing systems, the sales team were reliant on a relatively simplistic CRM system to manage the requested trials and renewals. This was successful in selling subscriptions to individuals, however when the corporate strategy moved to selling enterprise licences to companies rather than individuals, it quickly became apparent that the team required a sales tool that would give them a company view.    

“Now my team is focused on selling to multi-national businesses rather than individuals, a key requirement is to understand how a company is structured, and to do this we need to group individuals at a company level, have visibility on who is speaking to whom, about which products, and at which sites across the globe,” said Michelle Godwin, Global Key Account Sales Director at Incisive Media. “Although the old system gave us the basic information we needed, this is a much more sophisticated sales process, so sharing data, tracking activities, visits, calls and meetings, as well as maintaining an email history at a company level is essential to us.”

With no central tools to help individual sales executives to plan and record their activities, the sales management team was struggling to understand the sales pipeline and produce reliable forecasts. It was difficult to ensure processes were being followed correctly, and it wasn’t possible to track individual KPIs such as the addition of new business contacts and new client meeting activity.

“We wanted a way to monitor and improve our sales processes, and desperately needed a world-class CRM solution to store the customer profiles and market intelligence that our sales execs are gathering,” explained Michael Lloyd, Global Head of Enterprise at Incisive Media. “So we worked with our Group Data team to identify and assess a number of suitable vendors, and from a shortlist, we selected Workbooks due to its intuitive user interface, ease of configuration and superior flexibility.”

Ian Moyse, Sales Director at Workbooks, said “We are proud to be selected by a company renowned for investing in its future and a leader in their sector. A growing number of businesses are selecting Workbooks CRM for its intuitive user interface and high user adoption rates, and Incisive Media will benefit from our exemplary track record of availability and performance.  Business leaders are quick to recognise the benefits of a partnership with Workbooks including cost-effective licence pricing and integrated implementation, training and support services from one supplier.”

Following the successful deployment of Workbooks CRM for the global sales team, there are plans for Workbooks to become a core business application with interfaces to other departments and systems including customer service, marketing and the website.

About Incisive Media

Incisive Media is one of the world’s leading B2B information providers, serving the financial and professional services markets globally. Bringing product provider and purchaser business communities together in print, in person or online, Incisive Media has an unquestioned reputation for delivering high quality, timely information in whatever format best suits our customers. With an unrivalled passion for the products they produce, over 750 staff across 3 continents providing an ever increasing range of valuable marketing opportunities, enabling the professional communities we serve to do more and better business.


About Workbooks delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business. Unlike traditional CRM solutions, extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management. This business functionality is delivered out-of-the-box at a price which is typically 50-70% less than enterprise solutions such as Salesforce, Microsoft Dynamics and Netsuite. For more information visit

Follow on Twitter: @Workbooks


Oct 13,2014 by Anonymous

Managing your Marketing AgencyA best practice guide on how to utilise a web-based CRM system to connect leads generated to sales 

In our conversations with customers and prospects, a key question that we’re often asked is: ‘How can I make sure that I am getting the most out of my investment with my marketing agency?’ This is a tricky one, but through our own relationships with third party marketing agencies we’ve come to believe that it’s all about measurement – in particular, the number of leads the agency is bringing you.

The beauty of digital marketing is that it offers the compelling promise of accurate measurement and rapid time to market. But while increasing web site visits fourfold or delivering 100% more leads looks fantastic, the devil is in the detail. Businesses need to know how many of these leads are actually driving sales. 

So we’ve created an eBook that includes some helpful tips and advice on how you can measure the quality of leads at every stage of the sales process. 

As you’d expect, we believe that your CRM system is the best place to measure lead quality – but this isn’t just a sales plug! Marketers need to use their web-based CRM system to scrutinise in detail the ‘leads generated’ and determine whether the leads are within the company’s key target markets and geographies; whether they convert into the expected sales pipeline at the ratio expected; and ultimately into closed deals. 

Don’t miss a trick

Let’s go back to basics. The objective of marketing activity is to generate sales; it is to provide the sales team with excellent, qualified leads that support an effective and productive sales process. But without clear, accurate feedback on the value of the leads being generated, the marketing agency can only continue with its, albeit sophisticated, scattergun approach.

Armed with this reliable stats and measurements, a company can hold its marketing agency – or agencies – far more accountable.  

Managing your marketing agency eBook

Download our full eBook here to find out how to:

  • Scrutinise leads generated to determine key target markets and geographies.
  • Check whether leads convert into the sales pipeline as expected.
  • Measure ROI by tracking each lead through the pipeline from Marketing Qualified Leads (MQL) to invoice.
  • Tailor activity accordingly.

Sep 29,2014 by

BasePlus selects Workbooks CRM to streamline its telesales and marketing activities

Reading, England, 29th September 2014

BasePlus, a leading international telesales and demand generation organisation specialising in the IT sector, has selected Workbooks CRM to underpin their sales and marketing efforts.

BasePlus was looking for a solution to replace CallPro. The company wanted to implement an intuitive CRM solution that would deliver an improved user experience and enable the team to manage its workflows and activities in a more streamlined and effective manner.

Paul Hart, Managing Director at BasePlus, commented: “We were impressed by the Workbooks CRM system. Our previous system had been heavily tailored to represent the workflow of our unique process, but still left us with challenges in reporting granular detail to our customers. We were seeking a system that would deliver a more intuitive user experience, with high adoption rates across the team, as well as enabling more detailed and granular reporting to our customers.”

Paul continued: “We are confident that Workbooks will be able to deliver this. I particularly like how quick and easy it is to create and manage activities within Workbooks, the speed with which you can navigate the ‘Windows-style’ desktop, and the ease of finding and segmenting data. Our CRM system administrators have already seen how much quicker it is to carry out complex tasks compared to our previous CRM”

Ian Moyse, Sales Director at Workbooks, commented: “We are pleased to be selected by a leading international telesales and demand generation organisation that recognises the difference that the right CRM makes. BasePlus are sales experts in their own right, acting on behalf of companies such as Oracle, HP, IBM and Intel, so we take it as high praise that they value Workbooks CRM above others in the market.”

Paul went on to say: “It was an added bonus to us that Workbooks can be self-implemented and that we will easily be able to customise the system to meet our on-going needs after the initial implementation.”


About BasePlus

BasePlus was founded in 2007 to provide a solution to a common Technology Industry problem. Before BasePlus, the successful outcome of telephone based, demand generation activities could only be measured by the number of ‘leads’ that were generated. The accuracy, quality and in many cases, even the reality of these leads was almost impossible to measure. BasePlus is unique in providing Opportunity Lifecycle Management solutions for every sales opportunity generated and evolving our services in line with the changing requirements of our clients. In 2011, following a period of continuous expansion, the company moved to its current home at BasePlus House in Northwich, Cheshire.


About Workbooks delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business.

Unlike traditional CRM solutions, extends beyond sales, marketing and customer support to include order management, order fulfillment, invoicing and supplier management. This business functionality is delivered out-of-the-box at a price which is typically 50-70% less than enterprise solutions such as Salesforce, Microsoft Dynamics and Netsuite.

For more information, visit Follow on Twitter: @Workbooks.

Sep 24,2014 by Anonymous

Fed up with your inadequate online CRM? There is an alternative and it doesn’t cost the earth…in fact it won’t cost anything at all!

Over the past four years, we have migrated many customers across to As you’d expect, those companies that are thinking of making the switch are always keen to understand why our customers have swapped over.

Of course, every business is different, with individual processes and requirements. There are a variety of reasons why a business will decide to swap out their Salesforce CRM and replace it with something different. So we’ve pulled together some of the common reasons we hear from customers as to why they’ve made the switch, and included them in a short eBook. With functionality comparison tables and quotes from real customers, the eBook provides useful information and practical guidance to aid your decision making.

It’s important to remember that just because Salesforce is one of the largest CRM vendors in the world doesn’t make it the best fit for every business - especially mid-size organisations. Many businesses start their CRM journey with Salesforce, but often switch when they find an online CRM solution that better suits their needs.

Listed below are just a few reasons why you should consider swapping to Workbooks:

  • More functionality: Workbooks is more than just a basic CRM system. It provides you with additional business functionality ‘out-of-the box’, including sales order management and invoicing functionality.
  • Vendor support: At Workbooks we provide not only first-class software, but also a full range of services to guarantee a successful implementation together with on-going support to help you enjoy long-lasting CRM success.
  • Cost: One of the biggest complaints about is the price of the service. Workbooks is much better value for money, with its core CRM Edition coming in at £19 per user per month and the Business Edition coming in at £39 per user per month.



If Salesforce isn’t delivering what you’d hoped it would, download our latest eBook here and find out why Workbooks may be a better choice.


Sep 23,2014 by

Shipley Limited selects Workbooks as the tool to help improve its Clients’ buying and delivery experience

Reading, England, 23rd September 2014

Business capability improvement specialist, Shipley Limited, has selected the Workbooks cloud-based CRM solution to streamline its sales and delivery operations, as well as provide its Clients with better visibility of their engagements with them.

“We needed a cost-effective solution to replace our existing Salesforce CRM, which had been used for around six years as an opportunity-tracking and pipeline management tool,” said Tony Birch, Managing Director at Shipley. “Our adoption of the Salesforce system was poor and it would have required a considerable investment, on our part, to integrate it into the operational part of the company.  So, when a client of ours recommended Workbooks, we arranged an online demonstration.”

As a business consultancy, Shipley was quickly able to prepare a CRM requirements document for Workbooks to assess, and identified core CRM capabilities such as planning and measuring marketing campaigns, recording and reporting on sales activity, integration with Outlook for email and calendar synchronisation, tracking opportunities and configurable sales dashboards.

“In addition to the typical CRM functionality we knew Workbooks could provide, our specific requirements also included a workflow to better connect sales and delivery, managing delivery resources, and managing the logistics for delivering training and consulting events,” explained Paul Deighton, Client Solutions Director. “It was also very important for us to find a partner with the flexibility to meet our developing needs.”

Following a detailed requirements analysis and selection process, Shipley chose Workbooks to replace the existing Salesforce CRM system, improve the solution with enhanced capabilities and provide for future integration with Sage accounts to streamline ‘back office’ operations.

“Workbooks is increasingly being chosen by training companies and we are proud to be chosen by Shipley,” commented Ian Moyse, Sales Director at Workbooks. “Shipley is another customer opting to move from Salesforce to Workbooks to gain business benefits, an easier to use interface and considerable cost savings.”

Tony Birch said, “We have been very impressed by the thorough and professional approach of the sales and implementation teams at Workbooks, and we’re looking forward to enjoying the benefits of our new solution.”

About Shipley Limited

Shipley believes that its consultants can make a positive impact on its Clients’ business winning capabilities. First established in 1972, the Shipley companies around the world have experience in helping organisations and individuals win better business, by providing a flexible and responsive service to their clients.

Shipley practices are recognised by many as best practices; they are proven and are being applied today in organisations worldwide.

Shipley has provided organisations and individuals with consulting and training services focused on winning business in highly competitive environments. With over 320 consultants worldwide, in the last year supported over 180 major proposal efforts; with a client win rate of over 82%.

Its proposal specialists, capture managers, trainers, and process designers are recognised leaders in developing today's standards for proposal strategy and business acquisition. Shipley offers a unique mix of consulting, training, and process improvement expertise tailored to meet each Client's requirements.

About Workbooks delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business.

Unlike traditional CRM solutions, extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management. This business functionality is delivered out-of-the-box at a price which is typically 50-70% less than enterprise solutions such as Salesforce, Microsoft Dynamics and Netsuite. For more information visit

Follow on Twitter: @Workbooks

Sep 22,2014 by

Workbooks Recognised as #1 CRM for Customer Satisfaction by G2 Crowd

Reading, England, 22nd September 2014

Workbooks, one of the fastest growing providers of web-based CRM and business applications, has been recognised as having the highest customer satisfaction rating and rated a high performer by  G2 Crowd, the trusted site for enterprise software reviews. G2 Crowd named Workbooks a High Performer in its Grid for CRM. The Grid by G2 Crowd helps businesses select the best CRM software based on insights aggregated from customer reviews and social data.

In its Fall 2014 report Workbooks is shown in the G2 CRM Grid Ranking as having the highest Customer Satisfaction ahead of systems such as Salesforce, MS Dynamics, Sugar and Netsuite.

Workbooks achieved High Performer status thanks to the high satisfaction reported by its customers, who became G2 Crowd users and reviewed the Workbooks CRM product. In their reviews, Workbooks customers reported very high satisfaction and ease of use and adoption in comparison to other CRM systems.

John Cheney, CEO at Workbooks, commented, “We are pleased at the continuing recognition Workbooks receives from both analysts and awards and our continued high rating from real customers for our ease of use, user adoption and affordability.  We thank our customers for their continued support in rating us as the best CRM for all round customer satisfaction. This accolade follows our recent recognition by the 2014 Cloudy Awards who recognised us for Most Innovative Cloud Best Practice and we look forward to continuing our growth and recognition success into 2015.”

Matt Gorniak, Cofounder and COO at G2 Crowd, commented, “Our site gives real users a voice and enables them to share their experiences with enterprise software with peers. This process delays the emergence of more innovative solutions, and buyers might miss newer technologies that could be a better fit. Workbooks is a great example of how G2 Crowd works in real time, giving awareness and visibility to a highly rated CRM that otherwise many customers would not have found to consider.”

G2 Crowd provides a trusted resource for the enterprise technology community by authenticating its users through LinkedIn and validating their contributions to ensure that reviews submitted reflect authentic feedback from real software users. G2 Crowd’s founders, during their 15 years in the enterprise software industry, saw the shortcomings and inefficiency in the software selection process, which relies primarily on business users slogging through vendor spin, industry-sponsored white papers and dated analyst reports.

Workbooks has consistently demonstrated a position of innovation and as a challenger to the bigger names of Salesforce and Microsoft Dynamics by winning Network Computing’s CRM Product of the Year 2014 & 2013. Workbooks also is rated by the Gleansight Analyst report on CRM as one of the leaders across four CRM categories: Ease of Use, Ease of Deployment, Features and Functionality and Overall value.

About G2 Crowd

G2 Crowd brings the same highly valuable peer-review perspective that is widely available to consumers on sites such as Amazon and Yelp to the business software industry. G2 Crowd covers a wide range of both cloud and on-premise solutions, including CRM, marketing automation, ERP and accounting, HR management, CAD and IT infrastructure software, plus a wide range of hosting and IT consulting services. More than 4,000 professionals have already contributed over 15,000 ratings and reviews of 1,500 products and services. G2 Crowd is a second-generation startup, co-founded by Godard Abel, serial entrepreneur and founder of SaaS leader BigMachines, and his BigMachines colleagues Matt Gorniak and Tim Handorf. G2 Crowd is self-funded with proceeds from the successful sale of BigMachines to private equity.

About Workbooks provides cloud-based CRM and business applications to help organisations run more effectively. Our suite of products enable our customers to grow sales, improve marketing, provide better customer support and streamline business processes by automating common tasks.

Workbooks extends beyond traditional CRM to include sales order processing, contract management and invoicing, so you can manage all your customer information in one place.

With a 360 degree view of your business and access to real-time management information, you can shape your interactions with your customers and make quicker, more informed business decisions to help grow your organisation.

For more information, please visit

Sep 12,2014 by jcheney

Workbooks Honored with 2014 Cloudys Award

PHOENIX – Sept 8, 2014 – Channel Partners , a resource for indirect sales channels offering IT and telecom solutions, is pleased to announce that Workbooks has been selected as a winner of the 2014 Cloudys Cloud Channel Innovation Awards.

Twenty-five winners were honored during an awards ceremony on Sept. 8 at Cloud Partners, a Channel Partners event, in New Orleans. These winners will be featured in a Channel Partners' November/December print issue as well as a digital issue that can be downloaded from The Cloudys Immersion Center at The 2014 program was underwritten by Verizon.

"The response to the inaugural Channel Partners Cloudys awards has been overwhelmingly positive," said Khali Henderson, Editor-in-Chief of Channel Partners. "This program rewards innovation across the cloud ecosystem and success in a world where traditional distinctions among developer, vendor, provider and partner blur.”

Workbooks  was honored by Channel Partners for Most Innovative Cloud Best Practice.

John Cheney, Workbooks CEO commented “We are pleased to be recognized again for our cloud CRM service amongst prestigious and global competitors. We have had a year of consistent validations from third parties including analyst recognitions such as G2Crowd and Gleansight and awards such as CRM of the Year, Winner of CRM Wars and a Cloud Computing Excellence award from TMC. Our growing customer base validates recognition of our drive to deliver secure, intuitive and affordable cloud CRM to the market.”

To determine the winners of The Cloudys, companies completed an application that asked them to demonstrate how they are driving innovation in the cloud channel — either for their partners or for their business customers.

Channel Partners editors evaluated and scored all applications to determine the winners in five categories, including:

  • Most Innovative Cloud Service
  • Most Innovative Cloud Customer Deployment
  • Most Innovative Cloud Partner Business Model
  • Most Innovative Cloud Best Practice
  • Most Innovative Cloud Enablement Tool  

About Informa

Informa is one of the world’s leading knowledge providers. We create and deliver highly specialized information through publishing, events, training, market intelligence and expertise, providing valuable knowledge to individuals, businesses and organizations worldwide including the emerging markets of India, China and South Africa.


About Channel Partners Magazine

Channel Partners magazine is the leading publication for telecom and IT distribution channels. For more than 25 years, Channel Partners has been the undisputed leader in providing news, analysis and education to the indirect sales channels serving the business technology and communications industry. In addition, Channel Partners online ( delivers a constant content stream of unique and breaking industry news, feature articles and premium downloadable content. As official media of the Channel Partners Conference & Expo ( and Cloud Partners (, Channel Partners is the market leader that channel professionals turn to first.

About Workbooks
Founded in 2007 in the UK by a successful team of entrepreneurs, has rapidly become one of the fastest growing providers of web-based CRM and Business Applications.

Our suite of Business Applications are specifically designed for small and mid-size organisations and are delivered via Software-as-a-Service, therefore removing the traditional requirements of having hardware to maintain and software to install and support.

Our joined-up approach to business means Workbooks CRM and Workbooks Business can help to streamline your whole business, increasing productivity and performance through efficiency gains. Not only can our suite of applications help you to increase sales and track key business information but they’ll help improve your quality of service and help to reduce your operational costs.

Our customer base spans many industry sectors including Finance, Professional Services, Insurance, Not-for-profit organisations, IT, Telecommunications, Construction, Transport & Logistics and Manufacturing. We pride ourselves on providing outstanding levels of customer commitment and customer service to all our customers. As a UK based company, with our engineering team working alongside our support team, we are on hand to respond quickly and efficiently to any questions that may arise.

Sep 08,2014 by Anonymous

Second eBook in Evolution series provides best practice advice on integrating sales and online CRM

In today’s web enabled business environment customers are better informed than ever when entering the sales process – meaning that your organisation now needs to be far more sophisticated in order to close a deal.

The sales process remains 80% science, 20% craft and the old fashioned disciplines of sales still apply. But there are still real opportunities to embrace new technologies and sophisticated sales methods to harness valuable data, greatly improve the end to end sales process and enable sales reps to become far more effective.

The second eBook of our Evolution series provides a best practice guide to integrating your sales and online CRM. Providing practical tips and advice, the eBook looks at ways to move from a primitive use of CRM to a highly sophisticated approach that embeds online CRM within the corporate growth model.

Key steps covered in the eBook include:

1.    Improving Lead Management

2.    Effective Pipeline Management

3.    Accurate Sales Forecasting

4.    Reviewing the Sales Process

5.    Improving Lost and Qualified Out Analysis

However good the leads or effective the sales model, closing the deal will still depend on the skills of each rep. It is therefore important to use the CRM to track the performance of each individual in the sales team. The objective is not simply to assess performance and identify the top performing reps, but also to understand how each is performing at every stage of the process. Online CRM provides the data to improve the execution of the sales team.


Find out how your business can move with the times and evolve its sales processes using online CRM to increase leads. Click on the button below to download the full eBook.



Aug 21,2014 by Anonymous

Caspian LogoCloud based CRM from Workbooks has helped Caspian Media overcome the challenges of its disconnected systems, providing a ‘joined-up’ system for all its customer interactions.

As a successful media and publishing business, Caspian Media generates revenues by selling advertising in its publications, selling delegate places and sponsorships for the events it organises. Over the years, Caspian had installed a number of ‘disconnected’ systems to manage its customer interactions, sales order processing, cash flow and invoicing.

Caspian had a bespoke, in-house CRM system, but it only supported a small portion of the company’s workflow and therefore had to be supplemented by a network of spreadsheets. In addition, the finance team used a separate accounting system called Opera Accounting, and had no visibility of the data held within the in-house CRM system.

With no central database accessible to the whole team, the sales order and invoicing process involved a number of time consuming manual tasks, which carried the additional risk of human error. Caspian recognised that it was time to search for a cloud based CRM that could be integrated with its order management and invoicing platform so that it could transform its business workflow.

Nick Henderson, IT Support Engineer at Caspian Media, said, “It was important to us that we found a system with comprehensive order management, order fulfilment and invoicing capabilities. Workbooks has delivered this in a single customer database that has streamlined our internal processes and resulted in improved cash flow for the business.”

Workbooks provided Caspian Media with a ‘joined-up’ system for its entire customer interactions, from capturing leads, all the way through to processing an order and invoicing the customer. With Workbooks, Caspian can now:

  • Manage sponsorship and track advert sales.
  • Carry out a full audit of order history.
  • Place a standardised workflow for order processing and invoicing.
  • Manage its KPIs and share reports across the team in real time.


Caspian Case Study



Click HERE, or the download button below to read the full Caspian Media case study and find out how a cloud based CRM from Workbooks can assist your media publishing business.