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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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Stay-In-Front

Suited For: Small, Mid-size Companies

Key Account Management, Buying Group Information, Relationship Strength Analysis, Key Performance Indicators, Event Calendar, Targeting, Direct Mail Production, Status Reporting, Multi-Select Capability, Configurable Status, Descriptions, Intelligent Control, Session Planner, Campaign Budget Tracking, Automated Email Marketing, Computer Telephony Integration, Call Scripting, Automated Workflow, Sophisticated Targeting, Blended Call Queuing, Multiple Queue Types, Integrated Task Management, Powerful Sales Forecasting and Funnel Analysis, Multi-currency Support, Support for Multiple Channels
  • Offers powerful data gathering and analysis
  • Guided analytics to help identify critical business challenges
  • Advanced multi-stage workflow
  • Low cost business intelligence
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