Case Studies

3GB Supply

Initial Pain Points:
Benefits: Software Selection, Workflow Automation

Results

After implementing Workbooks Business as their new solution, Panzit has been able to streamline business processes, provide an easier solution for their employees, and has set them up with the ability to scale the business as it grows.

Windswept Marketing

Initial Pain Points:
Benefits: Software Selection, Workflow Automation

Results

Windswept was able to automate over 50 different manual tasks that had previously existed. They were able to automate the integration of Constant Contact into Workbooks reducing the time spent importing contacts into their email marketing as well as giving the sales team a direct view into the analytics of their email marketing directly from Workbooks.

Garbutt & Elliott LLP selects Wolters Kluwer's CCH

Initial Pain Points:
Benefits: Software Selection, Workflow Automation

Results

Russell Turner, Managing Partner at Garbutt & Elliot, commented: ”We put a number of CRM systems through their paces and after a great deal of diligence chose CCH CRM powered by Workbooks due to its flexibility, ease of use and capability to provide full integration with the CCH Central Practice Management software that we utilise in the business. We see importance in rolling this out across the whole practice to enable the maximum benefit to our growth plans, and to enable better staff communication and recording of information on prospect clients, as we do with existing clients.”

BasePlus

Initial Pain Points:
Benefits: Software Selection, Workflow Automation

Results

Paul Hart, Managing Director at BasePlus, commented: “We were impressed by the Workbooks CRM system.

Not Going to Uni

Initial Pain Points:
Benefits: Software Selection

Results

EFFECTIVE BUSINESS OPERATIONS

Good Salon Guide

Initial Pain Points:
Benefits: Software Selection

Results

With a central view of all clients across the country, the Good Salon Guide has embarked upon more detailed customer segmentation and highly focused marketing campaigns to support the sales team. The company has also exploited the Workbooks API to integrate with its website, enabling it to track the number of views received from members of the public.