Workbooks
Suited For: Small, Mid-size Companies
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Sales Force Automation (SFA), Marketing Automation, Sales Order Management, Customer Service and Support, Purchase Order Management, Invoicing and Cash Collection |
- Workbooks CRM improves the efficiency and effectiveness of marketing; increasing the flow of leads and measuring marketing ROI.
- Sales force automation (SFA) within Workbooks CRM improves and measures sales team performance and boosts productivity by streamlining sales processes including quoting for new business.
- The customer relationship management tools of Workbooks CRM streamline helpdesk organisations. Best practice customer support processes help to improve customer service whilst at the same time reducing delivery costs.
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N/A |
Microsoft
Suited For: Small, Mid-size, Large Companies
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Opportunity management, Sales process management, Quotes, Order management, Sales force management, Email/Direct Marketing, Case/Service management, Email Response anagement, E-mail management, Searchable knowledge base, Marketing campaign management
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- Highly customizable CRM application/platform
- Familiar Microsoft Outlook-like user interface
- Robust reporting engine for shareing between users in a variety of formats, including Excel, HTML, PDF, XML and CSV.
- Attractive pricing model for small and medium business
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N/A
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