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Technology For Marketing 2022

CRM Software with Co-funded Implementation

At Workbooks, we are a CRM software company and we invest with you to achieve CRM success​.

With Workbooks, you can:

  1. Join up your marketing, sales, finance and customer service teams with cloud-based CRM software​
  2. Lower the cost and risk of CRM project failure with co-funded implementation
  3. Gain a partner committed to your long-term CRM success

We call our approach Shared Success – your success is our success.

Technology for marketing
Spotler switched from Microsoft Dynamics to Workbooks CRM image

Spotler switched from Microsoft Dynamics to Workbooks CRM

SpotlerUK was launched – initially as Communigator – in 2005 with the aim of improving marketing automation. Powered by AI, SpotlerUK is a leading marketing automation and lead generation software provider.

Spotler offers an all-in-one inbound and outbound platform that includes email, social media, IP lookup, web forms, landing pages, popups and more. The platform enables marketing and sales teams to run complete marketing campaigns, convert more traffic and generate more leads.

The shift to Workbooks was prompted in Autumn 2019 when Microsoft introduced price rises to Dynamics 365. “We already know the value CRM brings to Spotler,” says Lee Chadwick, CEO of SpotlerUK. “But we are always conscious of the return on investment, we have quite complex CRM processes and Workbooks have more than proved that they can deliver.”

Aligning Sales and Marketing  image

Aligning Sales and Marketing

Sales and marketing should, in theory, be perfectly aligned. Their core objective is the same – increasing revenue – and their activities overlap in many ways. Yet in reality they take different approaches to it, use different languages, and measure success in different ways. The result is that there is often a significant misalignment of these two functions.

CRM Readiness Checklist image

CRM Readiness Checklist

A successfully implemented CRM solution can deliver tremendous value to your organisation, helping you to grow revenues and reduce operational costs.

A successfully implemented CRM solution can deliver tremendous value to your organisation, helping you to grow revenues and reduce operational costs.

At Workbooks, we have produced this CRM readiness checklist to help guide you through the process of:

  • Clarifying the business case for investing in CRM and;
  • Assessing if your organisation is ready to start a CRM project.