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A great CRM system, easy to tailor... and very good support
January 20, 2015

A great CRM system, easy to tailor... and very good support

Phil Brooks | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • CRM, Audit

Overall Satisfaction with Workbooks

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.
  • Relatively simple to customise the layout of the various screens
  • Support is very good
  • Opportunity management, tracking and reporting
  • Reporting, with a little help, is good. Particularly the scheduled emails, so no missed deadlines!.
  • Dashboards are a good idea, but take quite a bit of work to get right
  • Customising screens is not as straight forward as it can be, but after a time you get used to it.
  • If you already have a database uploaded to Workbooks, some of the integrations and APIs don't function in a way we would like. If a record is new to your database, then there are no issues.
  • Biggest impact is a clearer overview of our data
  • Opportunity management is far simpler than excel, and reporting once set up is great for meetings/discussions
  • Be prepared to put the time in to manage the system. Probably the same with any system, so not a criticism.
  • Salesforce.com,Callpro CRM
For us, SFDC was like using a sledge hammer to crack a walnut. Plus the cost put us off.
CallPro CRM came a close second in our review, but what made us eventually go with Workbooks was the UI. It was a much more friendly environment to work in.
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.