Workbooks Reviews and Ratings

Use Cases and Deployment Scope

We use Workbooks as our CRM, sales pipeline management, order book, invoicing tool, and marketing management system. Over the years we have slowly added more things to the list of things we use Workbooks for, but since moving our accounting away from Sage and on to Xero, we have begun to stop using Workbooks for things like supplier orders and collections.

Likelihood to Recommend

As we have a relatively small pipeline, Workbooks works great for us as the whole team can see in real time which member is doing the best/worst. I would say if an organisation has a very large pipeline it may be much harder to keep track of this with Workbooks.

Use Cases and Deployment Scope

Workbooks is used for lead management for the sales team, the operations team use it to manage our current customer base and the support team use workbooks for support cases. It allows us to manage clients in one location rather than using a number if different systems for support, leads and customer management

Likelihood to Recommend

Very well suited for lead management, the sales team can review and manage leads and opportunities through workbooks. It is also suitable for customer management, including support and linking support cases to customers. it also allows us to manage if customers have paid for support and then suspend or activate their accounts accordingly

Use Cases and Deployment Scope

Workbooks is used by the Sales and Marketing departments as well as the Finance team. We have integrated our 'contact us' page on our website with Workbooks so that all new visitors to our website can log a request for contact and we're notified by Workbooks straightaway that we need to reach out. Our sales team then manage the sale from initial contact right through to closing using Workbooks Leads and Opportunities management tools. We know where we are every step of the way.

We're also managing all of our marketing activities through Workbooks using Campaigns so we know every communication we've sent out to both prospects and customer and who has received our emails. We're also able to manage our trade show expenditure using Workbooks so we know where best to spend our money.

Likelihood to Recommend

I think Workbooks is best suited for sales and marketing teams as there is really nothing glaringly obvious that it doesn't do. It probably is not best suited to a support environment where cases have to be tracked and customers communicated with automatically. It's probably too manual a process at the moment.

Use Cases and Deployment Scope

The whole company; and some key sub-contractors, use our bespoke version of Workbooks to track the flow/process of each of our opportunities/projects.

Likelihood to Recommend

The ability to customize Workbooks makes it perfect for any company that would benefit from a more transparent/consistent process (marketing - quotation - order processing - product/service delivery - invoicing - management reporting/analysis - repeat business prospecting).

Use Cases and Deployment Scope

We currently use Workbooks in a few different departments. Sales uses this to track sales cycles, as a CRM Database, and to track their target revenue. Finance uses this for orders and invoices to track who has paid, and Marketing uses this to send mail shots as well. We used to use this in support for support cases.

Likelihood to Recommend

Workbooks is best suited for a sales CRM, it has all the functionality to track sales cycles and targets, combined with gatormail it's perfect for this. It also works well for marketing purposes. However I would not recommend it for support or finance as such. I use it daily for all of these departments.

Use Cases and Deployment Scope

The entire company use Workbooks including admin, finance, sales and management. In the sales department we use it to track web leads and manage KPI's and forecasting. It allows the team, who are not all based in the same office, to see what is in the pipeline and manage progress.

Likelihood to Recommend

It works well in our business - for small to medium businesses it is a great tool. It is very sophisticated and can really improve the organization of teams within a business. It helps employees stay on track and management to record performance. Overall I am very happy using Workbooks.

Use Cases and Deployment Scope

My client uses Workbooks across the organization for prospect and customer management. It is also used for:

<ol><li>Contact management</li><li>Contact tracking</li><li>Campaign tracking</li><li>Lead tracking</li><li>Lead management</li><li>Invoicing</li><li>Statements</li><li>Customer service</li></ol>

Likelihood to Recommend

Workbooks is an all-purpose, full featured CRM as powerful as Salesforce but far less expensive and with not as much bloat. I wrote that it isn't always intuitive, and you need a consultant to do advanced reporting as examples, but this is no different than Salesforce in my experience. The only place I can see Workbooks not being appropriate is for solopreneurs.

Use Cases and Deployment Scope

Workbook is used as a CRM, Customer Service (Ticketing/Cases) and HR Tool. Our whole organization uses it to track incoming sales leads, effectiveness of marketing, customer service (we use the case module to track inbound service requests) reporting on Sales KPI's, etc. Although it's not actually an HR software, we also built an employee module to track applicants, employee vacation time, onboarding, etc. Workbooks allows us to have one central system to keep track of our leads, customers, orders, suppliers, etc. It allows us to save time, automate a tremendous amount of processes, and focus more time on building our business to new levels. We no longer duplicate data entry within our marketing modules (Email &amp; Marketing Automation), accounting, and customer service systems.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

Workbooks is used as an organisation wide tool. The finance, commercial, fundraising, membership, communications, marketing, HR, ICT, policy and research departments all use the product daily. It is used to manage daily workflow processes that surround any and all interactions with third parties, either organisations or people.

Likelihood to Recommend

Workbooks is well suited for use by small to medium size organisations who do not want to employ sequel expertise to manage their customer data.

Use Cases and Deployment Scope

Workbooks is being used across the company, both to track activities against existing clients, and for the sales team targeting prospects. Managing follow up calls, data management and tracking opportunities. We had no central place for our data, opportunities, and email stats. Having now integrated DotMailer, we have everything in one place, and so sending targeted email campaigns is far easier.

Likelihood to Recommend

Workbooks is certainly applicable for companies that need a good tool to manage their data, and track opportunities through the sales funnel. It can also be used for invoicing, sending documents etc... fully branded, forecasting etc... but at this time we have not used this functionality. Where it is helpful is giving individuals tailored rights and views, or subscribing them to groups, to ensure the right people, have the right access rights.

If we were going through the process again, I would focus more around how data is managed, and how we as Connection2 would like to work. The platform is good, but we are using it slightly differently to how it was designed.