Workbooks makes the books work
January 17, 2015

Workbooks makes the books work

Chris Hood | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Sales, marketing, reporting

Overall Satisfaction with Workbooks

Workbooks is being used as THE sales and marketing tool across the company. The whole of the sales process is mapped and reported upon.

The area we wanted to improve was cross utilisation of a single database for sales, marketing and business development, hand-over from one exec to another, back up and support in the office for sales people on the road. This has allowed us to report upon the progress of sales and revenue vs targets and forecasts.
  • 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
  • I would like the report building to be more intuitive, but the support systems in place are a great help
  • Building dashboards with built-in reports is sometimes a bit top heavy
  • Managing individual access rights is sometimes a bit of a bear trap
  • Paid for itself within a year
  • Much better follow up process instigated for sales team
  • Much better financial info allowing for investment and recruitment planning
  • Increased sales as a result of better customer interaction
Much lower cost than both products
Very favourable comparison in user experience with M'soft
Better GUI than S'force
Easier to administer than either of these
Unfortunately, I no longer work there, but if I had the chance to instigate a similar system, I would certainly call the chaps at
Best suited in my experience to products with a set price list, although services and bespoke products can be catered for with some more work