Headquartered in Reading, UK, Workbooks offers growing companies a SaaS platform to run their business and engage effectively with their customers – at an affordable price. Its core CRM services are aimed specifically at mid-market organisations and extend beyond sales, marketing, and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfilment, invoicing and supplier management functionalities.

This is not a departmental solution, but a true end-to-end CRM solution. Workbooks designs, develops, and implements its own software, which is used by customers to grow revenues, streamline business processes, get insights, and improve their engagement with clients.

Price

Workbooks is less expensive both in terms of licences and implementation costs – minimum 50 per cent less than mainstream alternatives.

We offer a price-per-user model for CRM software, and a volume-based pricing model for Marketing Automation. Details of our pricing can be found on our website.

Approach

Workbooks has developed a unique consultative approach to on-boarding clients called “Shared Success”. This approach involves a discovery workshop with prospective clients, before they commit to buying our solution. The workshop is always run with the prospect’s senior management team in order to define the business case and how it can be achieved using CRM. Once the engagement is complete, the prospect has a clear understanding of how to achieve a return on their investment and a complete CRM roadmap for their business.

Our unique approach to on-boarding and the quality of our platform are the main reasons we have a high customer satisfaction rating (source G2). The Workbooks platform has won numerous awards and is highly rated by users.

Our approach to product development recognises that mid-sized organisations often have the complexity of enterprise accounts, but don’t have the budgets or IT expertise to implement and “glue-together” lots of different systems. We focus on ensuring our technology enables customers to get value quickly, by ensuring their common business processes can be quickly deployed inside our platform.

People

Christelle Fraysse FCIM

Chief Marketing Officer
Workbooks Online

A seasoned marketing leader with over 20 years of global business experience, Christelle has particular expertise in establishing and managing international marketing operations for global enterprise software businesses. Prior to Workbooks, Christelle held numerous senior leadership positions at private and publicly traded organisations, and was Director, Marketing EMEA, at BEA Systems.

Articles

How to Get the Most from Your Sales Leads and Opportunities

Workbooks gives a practical guide to closing more sales and growing your business. Niche or sector aside, your ability to…

25/02/2021

Your Essential Guide to Cross-Selling and Upselling

Cross-selling and upselling are powerful techniques to increase your revenue and build customer loyalty.  By taking the right approach to cross-selling and…

11/02/2021

Four Things for Marketing to Focus on in Order to Drive Revenue

The goal of commercial organisations is to create shareholder value—and where marketing can have the biggest impact is in generating more revenue.  Workbooks gives four tips for marketers…

28/01/2021

Using Your Data to Identify Opportunities for Business Growth

Workbooks explains how CRMs can help drive new business. We’ve created more digital data in the last two years than in…

14/01/2021

How to Supercharge Your Closing Rate with Solid Lead Qualification

Workbooks explain how lead generation works, and why it’s critical to get it right. Leads are hard enough to get.…

19/11/2020

Top Four Challenges When Switching CRM and How Workbooks Overcomes Them

Investing in CRM software is a big step for many companies, but what do you do if that investment doesn’t…

5/11/2020

Five Quick Tips to Supercharge Remote Team Productivity

Workbooks explain how to reach your remote work potential. The COVID-19 pandemic turned business operations on their heads as companies…

22/10/2020

How Digital Transformation Has Changed the Demand Funnel

Workbooks look at how you can engage and inspire your prospects wherever they are in their customer journey. We live…

13/10/2020

Why Are Salespeople So Bad at Sales Admin?

Workbooks explain why sales admin is so important, and what we as salespeople can do to improve our efficiency in…

24/09/2020

It’s All About the Numbers: Key SaaS KPIs

Alex Bradley, B2B SaaS Growth & Sales Leader at Workbooks, shares some of the key KPIs he uses on a…

27/08/2020

The Importance of Data-driven Marketing in the Digital Age

Workbooks explain the importance of data-driven marketing. In our hyper-connected, tech-driven age, data is everywhere. Sector, niche, or industry aside,…

13/08/2020

A Quick Guide to Optimising Your Marketing Costs

Workbooks explain how to optimise your marketing costs during the coronavirus pandemic. There’s no denying the fact that the current…

30/07/2020

Lead Nurturing Tips for Your Marketing Plan

Lead nurturing is a great way of making sure the people that are visiting your site are genuinely interested in…

16/07/2020

Digital Transformation with the Power of CRM

Workbooks discusses digital transformation, and the importance of an effective CRM. The current climate has caused many businesses hardships due…

2/07/2020

Why SaaS is Indispensable within the New Normal

Workbooks explains what SaaS is, and why your company should be using it. As the coronavirus continues wreaking havoc on…

10/06/2020

Four Tips on Caring for Your Customers During COVID-19

The COVID-19 pandemic sweeping the globe has undeniably ushered in an era of doom and gloom resulting from what many…

16/04/2020

Bridging the Gap Between Sales and Marketing

The disconnect between sales and marketing is impacting the bottom line for many businesses. This was the conclusion of a…

13/03/2020

How to Up Your Multi-Channel Customer Support Game

In a world where a purchase can be made at a click of a button, similarly technology changes have led…

17/02/2020

How CRM Can Empower Your Marketing Strategy

In an ideal world, marketers would have all the information necessary to fully understand each client in their roster. Customers…

30/10/2019

The Warning Signs a Client May Leave

Acquiring a new customer can cost up to five times more than retaining an existing customer. So what are the…

23/09/2019

Why You Should Automate Customer Support To Improve CX

Customer Support is an integral, but often overlooked, part of the marketing process. It acts as a direct touch point…

30/05/2019

Press Releases

Workbooks, a British cloud-based Customer Relationship Management (CRM) and marketing automation vendor, announces the arrival of Alex Bradley as Head…

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