Workbooks CRM Advisory Packs

Advisory Packs are designed for customers who are looking for help in the setup and deployment of Workbooks.

Advisory Packs give you access to a Workbooks Consultant who will provide you with help and guidance on how best to deliver a successful outcome to your CRM project. When you purchase a Advisory Pack, you will be allocated a number of points, these points can be used for any of the following:

• Implementation advice and guidance
• Workbooks Configuration
• Data Migration
• Report Writing
• Developing Automation Scripts
• Updating/amending Templates
• Importing data
• Training

How it works

Once you have purchased your Advisory Pack you will be allocated a named Implementation Consultant who will be your primary point of contact. You will discuss your requirements with the Consultant and agree what work needs to be undertaken by Workbooks and how many points will be required for each piece of work.

The benefits

Guidance from our team of experts

Advisory Packs are great for customers who are just getting started on their CRM journey and are looking for some help from one of our experts. You have access to a pool of knowledgeable consultants that have completed hundreds of implementations. They can provide advice and guidance on the best way to deploy Workbooks for your organisation.

Smaller projects Advisory Service

Advisory packs also work particularly well for smaller projects, enabling you to use one of our consultants for small elements of work, such as report writing or creating custom page layouts.

Available packs:

 For more information, download a copy of our Advisory Service brochure here.