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

Shaw Gibbs is an expert team of accountants and business advisers with offices in Oxford and London. With established clients ranging from successful individuals to charities and SMEs throughout the UK there is a desire to provide outstanding customer service and also source new business.

Having previously maintained client data on a number of spreadsheets it had become increasingly challenging to get any real intelligence out and very difficult to manage sales and marketing effectively.  Having evaluated 3 different products Workbooks stood out owing to it’s ease of use, breadth of functionality and time saving integrations with CCH and the firms time and fee management system.

The firm now benefits by having more visibility into performance, being able to identify which marketing campaigns are working, managing events and getting insights into relationships.  And with the roll-out of marketing automation the firm can also communicate more effectively with clients while ensuring that they are GDPR compliant.