Likelihood to Recommend Oncontact is an excellent software/service, and it covers a tremendous breadth of usage scenarios. The customization means that customers can adapt it as they see fit. About the only place where I don't see it as a great fit is in minimal implementations. A lot is going on, and using it for small tasks isn't the best use of the software.
Read full review 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.
Read full review Pros Read full review 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 Read full review Cons Customization could be easier. Just about anything is possible, but the learning curve is steep. More focus on mass loading Read full review 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). Read full review Likelihood to Renew The company has been using Oncontact for some time now. Many of the business processes require the use of a CRM software package. It helps solve some pretty serious problems, and overall the cost is very justified. Also, the developer is very good at keeping it up to date and introducing new functionality.
Read full review 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.
Read full review Reliability and Availability Workbooks CRM never let me down.
Read full review Online Training Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Read full review Alternatives Considered Oncontact provided many, but not all of the features of Salesforce.com . However, the complexity and cost involved in Salesforce.com was an overriding factor for us to use Oncontact. Not just the initial and licensing fee, but it seemed that just about everything we wanted to do involved consultants or more work or licensing. Oncontact was easier to implement out of the box, even when we did need to make customizations. We looked at Microsoft 365 Business , and while it was comparable in price for the initial cost, the integration with our other software systems was not built-in, so we did not pursue it very much. Read full review 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.
Read full review Return on Investment Don't know, I only use occasionally Read full review 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 Read full review ScreenShots