Workbooks CRM

PROS & CONS

What are the best aspects of this product?

I think that Workbooks is a great system for retrieving caller data, as it records literally every detail concerning leads and cases coming to the Company's 0800 number. When you create a lead, it adds both the person and the company, which automatially cuts time for importing cases separately. We are even able to track certificates we didn't receive back, and to check the record of a client while speaking with him on the phone. Consequently, we provide information straight away, and customers are very satisifed with it.

What aspects are problematic or could work better?

I don't like that all activities are stored in one place, it confuses me some times. I had few cases where a user calls a site on 2.6.15, and than on 5.6.1 after few minutes, the two calls are considered the same, as there are no date/time detailes. Obviously, it takes me a while to decipher what actually happened. Another thing where Workbooks doesn't exactly shine are notifications, people happen to dismiss them a lot. The previous CRMs I used were more precise, and they had breakdown pages where all previous jobs and outstanding achievements were divided in categories, and the visual boards were marked with different colors to avoid confusion (red records were immediately filed to the managers). There are many competitor programs that do this traffic light system (Green for current cases, Amber for approaching deadlines, and Red for Overdone), so you get to the record you want quite fast. Workbooks doesn't have this, together with the fact that it assigns a single person per record.

What specific problems in your company were solved by this product?

All information is stored in one place, so we are quite clear with what we are doing, and we are not losing time. We can browse all employees, learners, or company websites, and check what is happening there. We also get to chase the certificates, which is how we solve problematic issues accurately and on time.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

Workbooks is like an assistant who takes care of organizing relevant information, focusing obviously on clients and their information. Having all information under one roof has been amazing, especially because access is made easy, and the version of the program is automatically updated. This is not the only pro, though. We also use it to organize mailshot campaigns, and to increase the number of clients. It is just cut for the purpose, especially when integrated with Mailchimp to build mails and to report based on them. The relationships we are building are solid and lasting, becuase we give full access to non-users who would like to see what our company is about.

What aspects are problematic or could work better?

Steep learning process, but not to extend of regretting your decision. I had my moments with certain options I didn't understand, but as it usually happens, things were quite simple and I didn't see that. The point is-this program is a breeze to handle, you just need to devote time and to learn it.

What specific problems in your company were solved by this product?

The company integrated Workbooks into their client organization process, and created an amazing database thanks to it. Now that everyhting is visible at one glance, time is not an issue. All of us that are users in the system get to change and update information, knowing at the same time that nobody is dealing with an outdated version.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

We checked many CRMs prior to our decision, but Workbooks was an unbeatbale winner. We liked it because there was no difficulty to implement it in our system-Workbooks is cloud-hosted, and it didn't require us to install special software on our devices. We are also satisfied by flexible customization, meaning that we can add/remove features that matter to our business. We got it running in hourse, and it started delivering amazng results from the very beginning. As it is cloud-hosted, we acces it wherever we are.

What aspects are problematic or could work better?

There is a mobile app, but it doesn't look like the desktop one at all. I would like them to improve it, the same as their integration with popular emarketing systems, there are many I can't find. There are many duplicate templates, but once you edit them you won't have a problem with it.

What specific problems in your company were solved by this product?

Better communication during the entire sales process, and following enquires. Retaining customers was also an issue, but we've improved that too. Overall, Workbooks was very useful for our business.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

Honestly, Workbooks wouldn't be that far ahead of its competition if it weren't for that amazing flexibility! It works absolutely perfectly with all of our business processes, and it has an incredible and easy interface that allows us push development work through without dealing with code writing and technical input. This was essential to the growth and organic development of our business, as we managed to effortlesly accomplish all of our business ideas. Finally, support is great too, with the main convenience that they are located in the UK and one can even visit tem upon need.

What aspects are problematic or could work better?

There is nothing I don't like. I'd prefer more out-of-the-box integrations, mostly with sales services and on-cloud providers, which doesn't mean I don't like the tool as it is. Let’s say I’d like to see it integrated with Survey Monkey, Tableau, Sisence, or Natterbox. BI platforms are also a great idea.

What specific problems in your company were solved by this product?

How wouldn’t it solve problems, being as intuitive as it it? Weare using it together with our ERP systems, and that's a lovely combination. I like how it balanced power with functionality, leaning on the functional side because it is easy to use and understand. We adapted to it very fast, and so are we doing with its future perspectives, it simply lets us plan and analyze our future solutions. No wonder I call it the spine of this business!

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

I use Workbooks every single day, and I'd use it even more often if that was possible! It records data in so many ways, being at the same time even simple for the taste of certain members in my team. The company benefited significantly from it, as it streamlined aour processes, and it ensured inbounds are going to the right location. At the moment, we're treating complaints with it, both the ones from the telesale company and the ones that are filed directly to us. The other strong side Workbooks can boast with is powerful reporting, which probably comes by default when you organize and structure all of your information. Now I can see that a web database was an awesome idea, especially when you even have a mobile app to facilitate access.

What aspects are problematic or could work better?

I mind (and I saw that other users mind too) that I can assign only one person per record. That's not such an issue if you think that records can be seen by everyone, but I want team memebers to modify them as well. That would be very meaningful for my company.

What specific problems in your company were solved by this product?

The system puts leads and enquiries together, I adore that. There is no confusion and no delay, and communication is significantly improved. Our business is divided in three departments, each with few teams inside, and I didn’t even know some of them before.

Are you a current user of this product?

Yes