The Forum of Private Business is a not-for-profit organisation offering support to SME’s. They are a professional advisory service covering many aspects of running a business from employment law, HR and health and safety, to finance, legal, compliance, marketing and sales.
Until 2017, the Forum relied on a cobbled-together CRM solution based on an old, unsupported version of Microsoft Dynamics, which included an integrated Sage 200 Enterprise Resource Planning (ERP) system.
Having evaluated 10 potential CRM solutions Workbooks was chosen because it offered flexibility, would be easy to manage and customise in-house and provided excellent support.
With more accurate customer information now at their fingertips both the member team and marketing team have better customer insights, and membership renewals are never missed, meaning more cash into the business.