BIGContacts vs. Workbooks

BigContacts has helped us automate and personalize our marketing campaigns, which has resulted in an improvement in our bottom line. We have been able to create and deliver highly personalized experiences for our customers, which has contributed to improved satisfaction and reduced churn.

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.

• easy to track the performance of email campaigns with the help of detailed reports and analytics
• BigContacts also allows us to define custom triggers for delivering emails

• Sales process management from enquiry to delivery of product
• This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
• Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
• The FD loved it
• The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
• Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over

• There have been some issues with the speed of the software after the upgrade.
• Looking up contacts could be made easier.

• There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
• While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
• I am sure that would increase productivity even further (if it's of the same standard as the main environment).

the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.

BigContacts has stood out from all of them since it offers customization to a great extent. It is easy to customize the sales pipeline, reports, layouts, workflows, etc., to get the most out of them.

Workbooks CRM never let me down.

. By eliminating repetitive activities such as follow-ups or data entry, BIGContacts saves a lot of time for us. Did not faced any difficulties while using the software . It is the perfect software to go for

Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

As a small business, we have benefitted significantly from the implementation of this easy-to-use CRM application. With all relevant data and tasks in one place, it is easier to meet deadlines and customer expectations. We also use the tool to assign tasks to team members and monitor their progress routinely. Moreover, the tool integrates with a number of business applications, enabling us to manage everything from the same platform.

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.

Incentivized

• The performance of the mobile version is one area that BigContacts can improve upon to become the most reliable CRM for small businesses.

• Allows us easy management of leads and clear visibility of opportunities for the sales team
• User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
• Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations

Incentivized