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Company

CRM Features

Company Strengths

Cost

Workbooks

Suited For: Small, Mid-size Companies

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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Visitar

Suited For: Companies
Manage information on accounts and contacts, Track leads, opportunities, and sales pipelines for individuals and entire sales teams, Create marketing campaigns that are e-mail or telesales driven, Track customer service issues and cases, Create projects to manage efforts that cross accounts, campaigns, and opportunities
  • Provides integrated communications solutions for such applications as phone, chat and e-mail “at a fraction of the cost of comparable alternatives that require products from multiple vendors, specialized on-premise equipment, extensive integration, and costly ongoing maintenance and support.
  • Provides complete CRM capabilites to manage contacts, sales efforts, and service activities combined with rich interaction facilities to enable inbound and outbound connections
  • Focus on serving small and mid-size companies
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