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SAV Systems Chooses Workbooks cloud CRM to manage its project opportunities and relationships

Type: #PR

Reading, England, 11 March 2013

SAV Systems, a Woking based established provider of energy efficient heating and ventilation solutions with a network of area managers throughout the UK, has selected Workbooks CRM to manage its project opportunities and relationships.

Workbooks will be used to track the relationships of consultants and contractors, designing and quoting for projects and people who are involved in complex project work over long project lifecycles. This will involve activities and project opportunities being managed by a multitude of people with access from around the UK and mobile devices.

Jose de Almeida, General Manager of SAV Systems commented, “We needed a very easy to use and intuitive CRM solution that was also flexible and powerful to ensure we were making the right long-term choice. We found Workbooks met these criteria and far more”.

Ian Moyse, Sales Director at commented, “We work hard to differentiate ourselves from larger brand names, but remain credible and strong when compared alongside them. The continued selection by diligent organisations such as SAV Systems bears out our wish to be compared equally to these bigger names during the sales process. We find more often than not that we pleasantly surprise customers who might otherwise have simply selected an off-the-shelf brand package spending a great deal more to get a less successful outcome than we deliver.”

Workbooks has received an increasing number of commendations from customers, reviewers and analysts over the last few months, and is increasingly being recognised in awards when compared alongside the large brand name CRM vendors.

Jose continued “We have been impressed by Workbooks as a system and as a company in the diligence and responsiveness we have experienced. We are confident that Workbooks is just the right size to engage and partner with for a business of our size compared with some who we simply felt were focused on Enterprise clients. We also like the fact that Workbooks is a local cloud vendor and are assured that all of our data is safely held in the UK by a British firm.”

About Sav Systems

SAV Systems works closely with its technology partners and with consulting engineers, to ensure that the right product solution is delivered to each building services project. SAV offers to participate with the initial project viability and design, to remain involved through the drawing up of equipment schedules / specifications and to be there at the installation and commissioning stages. SAV do not walk away after handover. To SAV it is important that every project performs as expected, and reflects well on those who specified SAV for whatever type of equipment, however small. SAV technology partners have been chosen for their consistently high quality of product and innovative skills. They are experts in several different areas of technology, all with the common denominator of providing low carbon solutions for the challenges of today.

About Workbooks is one of the fastest growing providers of web based CRM and business applications designed specifically for small and mid-size organisations.

Headquartered in the UK, our suite of products enables our customers to accelerate sales growth, improve marketing execution, streamline business processes and improve the quality of customer support they deliver. The Workbooks CRM Edition delivers easy to use sales force automation, marketing management and customer support tools.

The Workbooks Business Edition extends CRM to include the generation of transaction documents, such as customer orders, supplier purchase orders and customer invoices.

For more information, please visit