Mapping customer relationships
Customer data powers customer relationship management. With Workbooks, your sales team can automatically roll up data for a summary view of all account activity, building continuity into customer interactions.
Consolidate supplier, customer and partner information and integrate the Workbooks CRM with your email and productivity tools to drive sales success.
What you'll get:
- Richer contact information
- Identification of cross-selling and upselling opportunities
- Synchronization with Outlook, Microsoft 365 and Google Workspace