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Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management.
Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.
“Before Workbooks, we were living in spreadsheets that became stale and outdated almost as soon as they’d been created. Asking a sales team to update a spreadsheet with contact information is fraught with danger. Because a lot of the data isn’t used by them, it’s inevitably going to be full of errors and they’re just not invested in keeping things current. Even when people did stay on top of it – and some of the team did that very well – how do you manage things like contacts changing? It was a nightmare!”
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