Workbooks
Workbooks is a private software company founded in the United Kingdom in 2009. It offers Customer Relations Management (CRM) solutions to businesses that want to adapt their existing system to improve customer satisfaction and relationships between employees and clients. Their intelligent CRM interface aims to distribute calls amongst colleagues efficiently, display reports on employee statistics, and integrate several platforms to make it easier for agents to be productive and manage different tasks without being overwhelmed. For further information and pricing on phone systems, click here.
Workbooks CRM: What is it?
Workbooks CRM offers modules for contact and account management, lead tracking, opportunity management, sales forecasting, marketing automation, customer support, and reporting and analytics. These modules allow businesses to centralise customer data, track interactions, and gain insights into their sales and marketing performance. The platform enables businesses to manage their entire sales process, from lead generation to closing deals. It provides tools for tracking and managing sales opportunities, monitoring pipeline health, and forecasting revenue. Workbooks CRM also includes marketing automation features, such as email marketing, campaign management, and lead nurturing, to help businesses generate and nurture leads effectively.
Workbooks is a widespread integration with many phone system providers due to the four principal areas it targets:
Workbooks CRM Customer Services
Companies want to improve their communication because they aim to increase customer satisfaction. Their clients will be happy with the service and continue to work with the company. However, customers will inevitably have questions they need to ask or problems that need to be resolved, no matter how successful the company is. The customer services part of CRM records the issues that customers issue most frequently.
With this data analysis, the reason for this issue, namely the origin, is that the core problem can be fixed, and it does not arise again. These common difficulties that customers run into can then be collected and displayed on the company website, with a step-by-step guide on fixing them so that less time is wasted explaining the exact solution to different clients.
The distribution of customers amongst colleagues is vital, which is why Workbooks designed their platform to handle these complaints in the most intelligent way possible. For instance, agents can allocate cases based on their more vital areas of knowledge and individual talent so that customers are always connected to someone who can support them. Consequently, customers can provide feedback, and if there is an ongoing issue, their case can be transferred to a different available agent.
Workbooks Features |
Core Functionality |
CRM |
Business |
Sales Management:
Activity management, opportunity management, pipeline management, quotations, forecasting management. |
✓ |
✓ |
Marketing Management:
Campaign management, data management, lead aggregation, lead augmentation and deduplication, lead scoring and qualification, lead process management, multichannel lead management, lead nurturing. |
✓ |
✓ |
Customer Service Management:
Case management, knowledge management, Workflow/BPM, multichannel support, real-time continuous intelligence, SLAs management. |
✓ |
✓ |
Order Management:
Supplier management, order creation and processing, order fulfilment and invoicing. |
X |
✓ |
Workbooks CRM Sales Management
The most crucial element to a thriving business is consistent, successful sales. Nevertheless, this can only be done with effective communication and understanding your customers’ needs; therefore, communicating comfortably for them is vital.
- As the Workbooks platform allows numerous integrations from Outlook to Google, agents can use many modes of communication to connect with clients.
- Whilst some customers prefer more formal communication like email.
- Others prefer slightly more informal instant messaging as it is faster and more conversational.
- It is advantageous to recognise which model is preferable to improve customer relations.
- Because the platform is cloud-based, information is secure and can be accessed at any time.
- As a result, agents can log into the platform wherever they have an internet connection, increasing productivity.
Workbooks CRM Marketing
Marketing is a method that businesses have used for decades to help them gain traction and new clients. While this was expensive and relatively time-consuming, social media has advanced these techniques and allowed employees to advertise their business on the internet in an affordable yet powerful manner.
Workbooks is a simple way to manage these marketing strategies. There are often many dates to remember and deadlines to recollect and reach out to existing and prospective customers, which can take a lot of time. However, with the CRM platform, agents can store reminders on their integrated calendars and send out automatic messages to all customers, allowing them to focus on other tasks instead of sending the same message to thousands of contacts.
You can record and track activity, budgets, and metrics, keeping up to date and identifying problems quickly.
Workbooks CRM Order Management
The CRM platform costs £22 each month for every agent and includes customer services, sales management and marketing solutions. However, with the included business solution focusing on order management, the software costs £50 per agent monthly.
Order management brings attention to the company finances, recording all intermediate parties involved with sales, accurately converting currencies, assisting customers in finding the right solutions for them, and managing paperwork. Electronic signatures do this instead of paper documents for customers to sign, which is more efficient and stored safely and securely in the cloud. Additionally, agents do not have to contact customers every time a payment is due as this can be done automatically on the chosen communication software, saving time.
Workbooks CRM- To Conclude
In conclusion, Workbooks offers a comprehensive platform that aids businesses in gaining new customers, increasing their revenue and improving the relationship between employees and clients. Their affordable solutions are modern and innovative, using the cloud to create a scalable platform.
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