Discover the overlooked factor behind CRM failure in our free 2024 deployment report

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Carry out marketing campaigns, create better quality leads, and track ROI

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CRM Marketing Features

Data management & targeting Data management & targeting
Website analytics & lead capture Website analytics & lead capture
Lead management & scoring Lead management & scoring
Campaign management Campaign management
Event management Event management
Marketing metrics Marketing metrics

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What you'll get:
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What you'll get:
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What you'll get:
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What you'll get:
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What you'll get:
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What you'll get:
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How does Workbooks compare to other vendors?

With Workbooks you get...

  • Software and implementation from one organization
  • A co-funded workshop to guarantee shared success
  • Free consulting days to ensure a smooth implementation

With other vendors you get...

  • Pressured to buy before understanding implementation costs
  • Software that has to be deployed by a third party
  • To pay full cost for implementation

With Workbooks you can

Customize
Customize

We understand that every team is unique. Whether you’re in Marketing, Sales, Finance, or Customer Services, our platform can be seamlessly customized to suit your specific goals.

Streamline
Streamline

With Workbooks CRM, your teams can collaborate effortlessly, ensuring everyone stays on the same page. Automate mundane tasks, track leads, and manage customer interactions, all in one place.

Grow
Grow

Happy customers are loyal customers. Workbooks empowers you to deliver personalized experiences to leave a lasting impression. Strengthen customer relationships, drive sales, and watch your business flourish.

Frequently asked questions...

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Why Workbooks CRM is ideal for growing manufacturers

Digital transformation productivity benefits
Digital transformation productivity benefits

Manufacturers of all scales are recognizing the need to invest in digital transformation over the coming decade, and Workbooks is making this accessible to growing enterprises. As new technology is adopted to streamline business functions, manufacturing CRM software is the key to increasing sales and growing your market share. Drive higher efficiency throughout the lead-to-cash process and leverage customer insights to boost your marketing, sales and customer service efforts.

Single source of truth reporting
Single source of truth reporting

Manufacturers of all scales are recognizing the need to invest in digital transformation over the coming decade, and Workbooks is making this accessible to growing enterprises. As new technology is adopted to streamline business functions, manufacturing CRM software is the key to increasing sales and growing your market share. Drive higher efficiency throughout the lead-to-cash process and leverage customer insights to boost your marketing, sales and customer service efforts.

Seamless integration capabilities
Seamless integration capabilities

Manufacturers of all scales are recognizing the need to invest in digital transformation over the coming decade, and Workbooks is making this accessible to growing enterprises. As new technology is adopted to streamline business functions, manufacturing CRM software is the key to increasing sales and growing your market share. Drive higher efficiency throughout the lead-to-cash process and leverage customer insights to boost your marketing, sales and customer service efforts.

Boost Configure, Price, Quote performance
Boost Configure, Price, Quote performance

Manufacturers of all scales are recognizing the need to invest in digital transformation over the coming decade, and Workbooks is making this accessible to growing enterprises. As new technology is adopted to streamline business functions, manufacturing CRM software is the key to increasing sales and growing your market share. Drive higher efficiency throughout the lead-to-cash process and leverage customer insights to boost your marketing, sales and customer service efforts.

Frequently asked questions...

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With Workbooks, we can now tell you the average number of quotes we’re processing a day, and can put quoted values to what our sales and estimators are actually selling.
John Lucabaugh Vice President of Administration, Digging & Rigging
Read Story

A fully customizable CRM and marketing automation platform for manufacturers

Improve the return on investment in sales and marketing

Enhance customer experience and enable new revenue streams

Streamline business operations and integrate with existing systems including ERP

Integrate with your existing tools.

Workbooks works seamlessly with applications such as Microsoft 365, QuickBooks, Xero, Mailchimp and many more.

Integration 1
Integration 1

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Integration 2
Integration 2

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Integration 3
Integration 3

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Integration 4
Integration 4

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Integration 5
Integration 5

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Integration 6
Integration 6

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Integration 7
Integration 7

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Integration 8
Integration 8

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We are proud to have been awarded...

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How to get the best from Workbooks CRM

Implementing a CRM system effectively can work wonders for your business, from boosting sales to trimming costs and enhancing the customer experience.
However, it's important to note that industry experts like Gartner, Forrester, and Butler have found that a significant 50% to 70% of CRM projects end up falling short or failing.

Read Guide
Workbooks Fast Facts
  • The largest UK-headquartered CRM vendor (with a US office and operations too!)
  • Rated highest of all global CRM vendors for customer satisfaction by G2, for seven out of the last nine years
  • Trusted by 1,400+ mid-market customers in 30 different countries 
  • Customers stay with us for over 10 years on average 
  • Licenses and total cost of ownership are typically 50-70% less than alternatives like Salesforce or Microsoft Dynamics

Who we are  

John Cheney
Chief Executive Officer
Dan Collins
Chief Executive Officer Americas
Liz Hatch
Chief Financial Officer
Dan Roche
Chief Marketing Officer
JH
Sales Director 

We focus on the R in CRM – the Relationship. In practice this means we:

Help define what success looks like for your business. 

Utilize our in-depth knowledge, experience and best practices.

Identify the best way to achieve your desired outcomes using the Workbooks platform.

Scope your project to help you make the right decisions for your business.

Use our experienced solution engineers to build specific workflows or integrations to external systems designed to fit your business processes. 

Stay with you every step of the way. Which is why our customer retention rate is so high. 

Our core CRM services also extend beyond sales, marketing and customer services,
 to include powerful marketing automation, event management, order management and fulfilment, 
invoicing and supplier management functionalities. 

How we do it... We are so confident in our relationship-led approach that we invest alongside our customers. Our unique Shared Success approach sees us match your investment in Workbooks licenses with free consulting days.
For example

If your Workbooks annual license value is £20k, we will provide 20 free consulting days.  The objective is to help you get up and running as quickly and cost effectively as possible. And to implement a bespoke solution aligned with your existing business processes. 

“Workbooks is tying us all together as a corporation.”
“Workbooks is tying us all together as a corporation.”
John Lucabaugh, VP, Digging & Rigging
Read Story
“Workbooks is tying us all together as a corporation.”
John Lucabaugh, VP, Digging & Rigging
Read Story
“Workbooks is tying us all together as a corporation.”

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