WC

Workbooks Crm

www.workbooks.com link_icon

Company Research Report: Workbooks



Company Overview



  • Name: Workbooks

  • Mission of the Company: Workbooks is dedicated to delivering an efficient, effective, and customer-centric CRM solution, focusing on the relationship aspect of CRM, to mid-size businesses at a competitive price.

  • Founded: No information is available

  • Founders: No information is available

  • Key People:

  • John Cheney, Chief Executive Officer

  • Phil Lawler, Chairman

  • Dan Collins, Chief Executive Officer, North America

  • Liz Hatch, Chief Financial Officer

  • Dan Roche, Chief Marketing Officer

  • Jamie Horastead, Sales Director

  • Penny Lowe, Senior Vice President, North America

  • Headquarters: Unit 9 Suttons Business Park, Suttons Park Avenue, Reading, RG6 1AZ, United Kingdom

  • Number of Employees: No information is available

  • Revenue of the Company: No information is available

  • What is the Company Known For: Providing a CRM platform that extends beyond traditional sales, marketing, and customer services functionalities to include powerful marketing automation, order management, invoicing, and supplier management, at a significantly lower cost than alternatives like Salesforce or Microsoft Dynamics.


Products



Core CRM Services



  • High-Level Description: Workbooks offers a comprehensive CRM solution that includes functionality for sales, marketing, customer service, and commercial operations. It caters specifically to the needs of media & publishing, business services, manufacturing, technology, transport & logistics, and accounting sectors.

  • Key Features:

  • Marketing Automation

  • Sales Tracking and Forecasting

  • Integrated Customer Service Management

  • Event and Order Management

  • Supplier Management

  • Invoicing Systems


CRM for Industries


  • Media & Publishing: Connects disparate functions to improve value delivery.

  • Business Services: Enhances tools for superior customer service delivery.

  • Manufacturing: Streamlines sales, marketing, and customer service processes.

  • Technology: Optimizes interactions and lead generation.

  • Transport & Logistics: Improves customer experience and process efficiency.

  • Accounting: Enhances business process development and customer management.


Recent Developments



  • Recent Developments:

  • Workbooks CRM has been continuously recognized by G2 as a high performer in the US, UK, and EMEA regions.

  • It has also been rated #1 among CRM vendors for midsize businesses by TechRadar Pro in 2024.

  • New Products Launched: No specific detail on newly launched products.

  • New Features Added to Existing Products: November 2024 introduced the Workbooks 7.4 release with unspecified enhancements.

  • New Partnerships: No specific information available.


Additional Information


Workbooks emphasizes a unique "Shared Success" approach, offering free consulting days aligned with customer investments. They prioritize robust customer relationships with a focus on meeting specific company needs through specialized CRM integrative systems.

This structured system ensures customer retention, averaging over ten years per client, and delivers solutions at costs 50-70% less than competitors such as Salesforce and Microsoft Dynamics. Workbooks CRM provides fast implementation, aim to set up systems in 28 days, offering customizable solutions that align with existing business processes efficiently.

Workbooks maintains ISO 27001 certification, ensuring best-practice information security processes are in place and demonstrating their commitment to secure operations.



This report distills the provided data about Workbooks into a company-focused market review. For more detailed examinations or specific queries about Workbooks' operations and offerings, consulting their official business resources and press releases would be advisable.