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

National Sales Conference 2022

CRM Software with Co-funded Implementation

At Workbooks, we are a CRM software company and we invest with you to achieve CRM success​.

With Workbooks, you can:

  1. Join up your marketing, sales, finance and customer service teams with cloud-based CRM software​
  2. Lower the cost and risk of CRM project failure with co-funded implementation
  3. Gain a partner committed to your long-term CRM success

We call our approach Shared Success – your success is our success.

National Sales Conference
CRM for Sales  image

CRM for Sales

CRM can play a vital role in supporting sales excellence. It can help sales teams grow revenue and close more deals. But how?

After implementing hundreds of successful CRM projects across the globe, we’ve identified 6 steps that can be CRM-driven and will result in drastically accelerating growth and increasing sales. We’ve put them all in an easy to digest report that covers:

  • Strong lead management
  • Effective pipeline management
  • Accurate sales forecasting
  • Optimised sales processes
  • Real-time insight on what is working and what isn’t
  • Performance management
Ultima Media uses Workbooks CRM to generate five times more new prospects image

Ultima Media uses Workbooks CRM to generate five times more new prospects

Ultima Media is a global B2B publishing and events business that serves the automotive industry. Through magazines, websites and events it aims to inform every part of the auto industry from vehicle makers to parts suppliers, service centres, software developers and equipment providers.

After asking for recommendations and researching other solutions, Ultima Media chose Workbooks CRM as it stood out as offering a good return on investment, could be easily customised to their business needs, and the Workbooks team could clearly help and advise on the best business practice and processes to suit Ultima Media’s organisation.

Aligning Sales and Marketing  image

Aligning Sales and Marketing

Sales and marketing should, in theory, be perfectly aligned. Their core objective is the same – increasing revenue – and their activities overlap in many ways. Yet in reality they take different approaches to it, use different languages, and measure success in different ways. The result is that there is often a significant misalignment of these two functions.

CRM Readiness Checklist image

CRM Readiness Checklist

A successfully implemented CRM solution can deliver tremendous value to your organisation, helping you to grow revenues and reduce operational costs.

A successfully implemented CRM solution can deliver tremendous value to your organisation, helping you to grow revenues and reduce operational costs.

At Workbooks, we have produced this CRM readiness checklist to help guide you through the process of:

  • Clarifying the business case for investing in CRM and;
  • Assessing if your organisation is ready to start a CRM project.