Workbooks Review

Workbooks is a CRM software that is designed for marketing professionals, companies operating in the financial and business sectors, and teams who wish to increase work efficiency, boost sales, and improve customer satisfaction. Using a platform like this, which is cloud-based and fully customizable to your needs, it becomes possible to achieve the goals just listed.
Workbooks is an all-in-one solution that allows you to put customers at the center and build a strong bond with them, which only goes to add value to your business.

WORKBOOKS – TUTORIAL

WORKBOOKS – FEATURES

• Create efficiency through automated data entry and processes, easy production of documents such as quotes and invoices, approval routing and much more. Improve customer experience and transparency with easy access to accurate transaction documents and data both upstream (sales and marketing teams for example) and downstream (production / fulfilment teams, support teams etc.).
• Manage customer service cases easily in a multi-channel environment, so cases and learnings are shared across web, phone, email and chat, giving the customer a consistent experience regardless of the channel they prefer.
• Host online self-service, helping customers to find their own solutions and thus freeing up your service team to concentrate on higher value activities. Build an increasingly detailed picture of agent skills and knowledge, enabling the automatic routing of cases to the agent best qualified to resolve them.
• Capture the knowledge you need to improve sales prospecting, effectively manage opportunities, drive up conversion rates and share best practice. Gain insight into your sales pipeline and performance, helping you refine the sales process and optimise each sales cycle so your sales team can forecast more effectively. Analyse key metrics and evolve your strategy in response.
• Run effective campaigns and events from one single platformManage your team’s workload better, prioritise your marketing resource effectively and ensure your sales teams follow-up the leads most likely to convert. Capture key information such as  campaign ROI, lead volumes by source, lead conversion, using dashboards and reports.