Workbooks CRM Edition provides world-class web-based tools to manage and track interaction with customers and prospects across: - Marketing - Sales - Support For marketers, Workbooks CRM Edition supports the simple definition and execution of marketing campaigns and enables analysis of marketing spend based on real results: leads, sales opportunities and closed business. Sales force automation (SFA) within Workbooks CRM improves sales team performance by streamlining sales processes including lead handling, sales opportunity management and forecasting. Powerful reporting capabilities provide visibility of key metrics such as sales pipeline, progress on key deals, or average sales value and margin. Workbooks CRM also enables the production of branded, configurable sales quotations. Workbooks Case Management system is used by customer service teams and other groups, where issues, problems or tasks must be logged and tracked to completion or resolution. Workbooks promotes visibility and accountability in such environments, providing real time metrics and reducing delivery costs. Finally, all data held within Workbooks is available in real time for the production of reports and KPI data. All of the above is delivered via Workbooks' intuitive Windows like web-based interface. Workbooks Business is an additional module within the Workbooks suite, which extends the capability of Workbooks CRM further through the 'prospect to cash' cycle. Specifically, Workbooks Business streamlines the production and management of sales orders and invoices, supporting order administration and contract management. The system can even be used for issuing supplier purchase orders. Workbooks Business provides an accurate real-time view of orders received, invoiced and paid. It bridges the gap between CRM and accounting, affording visibility of historical transactions to help the sales and marketing team focus resources on the right customers. Workbooks Business delivers a range of valuable business information such as: - Orders by region, product, etc. - Quotations lapsed and renewals due - Orders, order book and billings - Marketing campaign ROI based on real costs and customer spend
Supports all modern browsers, IE8 and later, Google Chrome, Firefox and Safari.