Workbooks is the engine that drives our business
December 05, 2017
Workbooks is the engine that drives our business
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Workbooks
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.
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.
- The Workbooks automated reporting works particularly well for us. We can send a weekly email to the sales team so they know exactly where they are against target.
- The Dashboard feature is particularly good in Workbooks, it means that we can see, at a glance, the status of our sales pipeline and who is performing, who is not and what business we are likely to close for the upcoming months and quarters.
- Being able to see key reports on login is also a really nice feature, it means that crucial information that can determine business decisions is displayed as soon as Workbooks is launched and we're forewarned at the start of the business day.
- I'd like to see the multi currency handled better. If I want to see a view that contains customer finance data from multiple regions, I can't see a total in GBP unless I create a report.
- We found it difficult to manage support cases in Workbooks and the support team has had to move to another platform. Maybe looking at what ZenDesk is doing would be a good next step here.
- I'd like to see a way of adding multiple contacts to a lead record. At the moment, every person has to have their own record as there's only space for one person and that means multiple records for one company.
- I can only compare where we were before we had Workbooks and we really lacked automation which meant that we were spending valuable time doing things that could have been automated.
We selected Workbooks because it had a more powerful reporting engine and a much slicker way of managing the sales pipeline and territories. It also gave us the ability to manage the support contracts better and ensure that the support team knew exactly who was in an active support contract and who wasn't eligible for support.