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Get more of what you need on your CRM journey.
We're with you every step of the way – to make sure the solution works for YOU.
Let's TalkWe provide 3 Customer SuccessPlus packages to help you maximise the ROI of your Workbooks CRM solution. Customer SuccessPlus also gives you the opportunity to buy additional consultancy days (above the days included in your package) at a reduced rate.
| Bronze | Silver | Gold | |
|---|---|---|---|
| SuccessPlus Packages | £6,160 | £11,840 | £16,800 |
| Customer Success Manager | |||
| Consultancy Days (inclusive per annum) | 8 Days | 16 Days | 24 Days |
| Package Day Rate* ** | £770 | £740 | £700 |
| Additional Consultancy Days Rate** | £850 | £825 | £800 |
| Regular Shared Success Review meetings with your CSM | Half-year | Three per year | Quarterly |
| Strategic Business Review Workshop | Annually | Annually |
£1920
Manage and report on your webinars directly in Workbooks with an integration with GoToWebinar.
£1920
Streamline the process of reporting on your webcast delivery and performance, directly in Workbooks with an integration with On24.
£960
Send quotes, orders and contracts to customers for electronic signature directly from Workbooks with an integration with Adobe Sign.
£960
Save time and eliminate re-keying errors by automatically pushing invoices from Workbooks to Xero.
£1440
Exploit the full power of Workbooks CRM reports and dashboards and track key performance indicators within your organisation.
£1920
Make the most of your Workbooks investment by identifying quick wins: configuration, report writing, automation script development etc.
From £600
Our advisory packs are broken down into hours which you can use as and when you need them.
POA
Leverage the power of Workbooks to track GDPR compliance.
"Our business has become MORE predictable. We make MORE informed decision and we can priorities better. We are back in control."
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"We knew from the get-go that Workbooks was the one. Workbooks was MORE flexible and allow us to work the way we want to!"
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"Workbooks has become the platform we run the business on, and the efficiencies and insights that it’s generated have been transformational."
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"Workbooks formed a core part of our business transformation. It’s enabled us to put customers and data at the heart of our business."
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"Workbooks was able to provide the CRM best suited to our needs. It has made a real difference, has generated significant revenue and enabled us to run our business MORE efficiently.”
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"Workbooks has had a MORE positive impact on our organisation than we even hoped for. It’s now the platform on which we’re running most of our business."
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