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Russell Finex Switched From Salesforce To Workbooks To Manage Sales Operations

A worldwide leader in fine mesh separation technology, Russell Finex has enjoyed 85 years of successful growth, to become an international group employing over 250 direct employees. Offering the widest range of sieving and filtration equipment on the market, Russell Finex supplies to over 140 countries with customers in the UK, USA, Belgium, India and China, as well as a far-reaching network of experienced agents and distributors across the world.

Having initially rolled out Salesforce for it’s US operation Sales & Marketing, Director Rob O’Connell was tasked with replacing CRM globally and started to re-evaluate solutions for the whole group.   His requirements were clear, provide better data management, insights and scalability across markets. From a shortlist he decided that Workbooks was the best fit and it is now used widely across departments from sales & marketing, customer service, operations and management.  The next part of the CRM journey includes integration with ERP – watch the video for the full story.