Last Updated: October 12, 2015 0

Workbooks Platform for Customer Satisfaction

Found In: Tools

Founded in 2007 by a team of skillful entrepreneurs who were searching for a better way to network and manage business files, Workbooks came to be in the UK. Since then, this website has rapidly become one of the fastest growing providers of web-based CRM and Business Applications. Their range of business applications are specifically designed for smaller businesses, therefore removing the requirements of hardware and years of experience and management. Workbooks makes it easier to conduct business and increase sales without wasting the time, money, and effort so many other platforms require.

The Workbooks Approach

At Workbooks their team of skilled and experienced staff understands the needs of small and mid-size businesses. They understand and recognize that customers are constantly searching for means of improving business, offering better services and products, and increasing profits while cutting costs. They also understand the limits of most business when it comes to being able to handle complex and involved IT work- so they do the work for you and take the stress out of business. They are focused on getting your business up and going and helping you maintain high success rates. Today 98% of Workbooks customers renew their contracts every year. You are buying a service and a promise for communication on all levels and better results and growth with Workbooks on your side.

Signing Up With Workbooks

It is easy to get started with Workbooks and begin using the system. Creating an account involves a few simple steps and will have you register an email, user name, password, and some basic personal information. You can get a free trial or sign up for a trial run of the full version or a demo version of Workbooks. You cans also call the company or speak to someone online and begin the process of registering and using Workbooks. You will get the following benefits from your membership with Workbooks:

  • People & Organizations
    Record data about everyone you do business with, sort through data reports, and organize information on a number of search features. From a single screen you may also see all interactions, including activities, emails, opportunities, cases, orders and invoices.
  • Activities & Meetings
    Record activities and meetings and set up business plans that you can customize to meet your specific business needs. You can easily share records and communications with other systems that your team members may utilize.
  • Notes & Attachments
    Store important notes and attachments easily and take advantage of the access permissions that make Workbooks an ideal place to store sensitive documents where only select people should have access.
  • Relationship Mapping
    Track relationships between providers, warehouse, shippers, customers, stores, and everyone else involved in the day to day operations and sales of your business so you can better tailor your marketing and sales department.
  • Global Search
    Just type a search term into the search bar on the desktop and Workbooks will search your entire database in milliseconds. Find what you need quickly and easily without the hassle of traditional storage and with grater security and accuracy than many other systems can provide.
  • Mailshots
    Send tailored and personalize emails and alerts to customers, team members, suppliers, and anyone else with the unique system offered by this website.
  • Email Templates
    Make bulk emails something that no longer takes up hours of your time. With Workbook’s custom email templates you can set up as many templates as you need for every email type that you need to use in your business.
  • Email Drop Box
    Easily store all your email communications in Workbooks using the Email Drop Box. Keep everything in order and keep important emails filed in a way that makes it easy to find what you are looking for.
  • Google Apps Integration
    Workbooks can be used with many other popular business applications and programs so it works well with most current business organizations, making it easy to integrate Workbooks into your current and future business plans.
  • Marketing Campaigns
    Campaigns are a powerful feature in Workbooks, that can help you make the most of the money you spend on marketing and advertizing so you know what generate the best returns and where you need to focus in order to get the most profit and attract the most customers.
  • Opportunities
    You can store individual product line items against an opportunity, including cost and sales prices, enabling you to track revenue and gross margin. You can also record the key people involved in the decision making process, along with any other organizations involved, such as competitors or third-party suppliers.
  • Sales Forecasting
    Use the Forecasting tool to get an idea of what highs and lows occur in the business year and what you need to prepare for each quarter. See when the best months are as well as the worst so you can maximize profits and minimize losses. When you know what to expect and what trends are developing you are in a better position to make the best decision for your business.
  • Reporting
    Workbooks provides extensive reporting capabilities, which allows you to extract key business information. Organize and keep records of past reports so you can easily access all the information you need for your business.

Final Thoughts on Workbooks

Workbooks makes it easier to conduct business and increase sales without wasting the time, money, and effort so many other platforms require. It is easy to get started with Workbooks and begin using the system and taking advantage of the wealth of information that is at your finger tips. You can easily share records and communications with other systems that your team members may utilize. Find what you need quickly and easily without the hassle of traditional storage and with grater security and accuracy than many other systems can provide. Use the Forecasting tool to get an idea of what highs and lows occur in the business year and what you need to prepare for each quarter. With Workbooks, you are well on your way to better things for your business!