Sales, Marketing and Finance!
December 05, 2017
Sales, Marketing and Finance!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Workbooks
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.
- The opportunities database for sales staff, very detailed but still available at a glance.
- Functionality with GatorMail, being able to receive data from email shots.
- Reports are a great way to pull together different records within Workbooks, and being able to send these as automated emails helps with sales cycles.
- Search functionality isn't great, could be more advanced.
- Reports are hard to create if not familiar with the process.
- Being able to see a pipeline for sales cycles helps with cash flow forecasting.