Workbooks - bring the whole team together with clarity; consistency; and transparency
December 05, 2017
Workbooks - bring the whole team together with clarity; consistency; and transparency
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Workbooks
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.
- Transparency regarding the stage that each of our projects are at.
- Excellent way of ensuring that each project has a current task against it, ensuring that someone within the team has control of the project.
- Great data accessibility as many of the team work in the field or from home.
- Excellent management reporting.
- Uploading images (that we insert into our quotes or risk assessments/method statements) could be better.
- Some kind of time sheet function would be great.
- More data space per user and a better indexing of the upload library.
- The ability for all team members to be able to see where we are on a project has been very valuable.
- Having a consistent area for all of our compliance is good.
- It has really helped us to understand the profitability/ease of delivery of our products and services.
- Workbooks helps us to highlight strengths and weaknesses of our suppliers and of our clients/prospects.
- Base and Saleforce
The ability to customize Workbooks really gave them the lead against the other products that we have used or that we considered when upgrading from the Base CRM system.