Case Study

Workbooks Wins - Service Desk Institute of The Month

We're proud to announce Workbooks won 'Service Desk Institute - Service Desk Of The Month'

Congratulations to our entire sService Desk Teamupport team who continue to deliver exceptional customer service. 

Who is The Service Desk Insitute (SDI)?

SDI is the leading professional body for everyone working in the IT service and support industry. The Institute has been connecting IT service professionals across the globe since 1988.

DLW Flooring selects Workbooks for their Global CRM Rollout

DLW Flooring is one of Europe’s leading manufacturers of floor coverings, with worldwide sales offices. For over 130 years, the DLW brand has stood for top-quality, innovative floor coverings which are made in Germany. They are the flooring specialists for building projects in different market areas such as healthcare, education, retail, offices or hotels. They sell through a number of channels, including direct sales force, distributors and agents. 

This global background required a CRM solution that could consolidate all of their data currently spread across multiple systems into a single, easy-to-use database to structure and improve the profiling and segmentation of their customers.

Headquartered in Germany, DLW Flooring have recently selected Workbooks as their preferred CRM platform to roll out to 150 sales people across Europe in over 10 countries. They chose Workbooks over, Microsoft Dynamics and SAP. \

SelectHub Selects Workbooks CRM as A Top CRM Software Provider

SelectHub (formed in 2013) created by Venkat Devraj provides a platform for buyers and vendors to rapidly evaluate software.

SelectHub has ranked Workbooks as a top CRM software provider

Workbooks continues to outclass it’s bigger competitors, showing well above mainstream CRM systems such as Salesforce, Infusionsoft, Sage and Netsuite.

‘We continue to be confident that we provide our customers with the highest level of service and support. We feel this has been reflected in our recent inclusion in SelectHub’s top CRM list’ writes Sam Jefferies (Digital Marketing Executive at Continuing with ‘We hope to continue to work together to serve both our audiences as successfully as possible’.

Discover the World Selects Workbooks CRM

Discover the World, one of the UK’s leading specialist tour operators has selected’s cloud CRM system to roll out across its business.Discover the World

Initially Discover the World were looking for a CRM solution to reduce the time their marketing team were spending on administrative tasks such as reporting and creating campaigns. They were also looking for a single view of a customer and after shortlisting two vendors they selected

Car Benefit Solutions Selects Workbooks CRM

Car Benefit Solutions (CBS), a leading provider of car benefit schemes has selected Workbooks cloud CRM system to roll out across its business. Workbooks CRM was selected after a market comparison and was shortlisted and selected over Maximiser, Sugar and Gold-Vision systems.

Martin Greenhalgh, Business Analyst of CBS commented: “We were using a home grown system, email and spreadsheets , but found this limiting and increasingly administration heavy, particularly when we wanted to pull sales data and reports.” 

Good Salon Guide Brushes Up Sales with Workbooks online CRM

Improved reporting enables Good Salon Guide to evolve its sales model after implementing for its online CRM

The Good Salon Guide is the only independent, nationwide scheme for assessing professional standards and services within the hairdressing industry. The 2,000+ salons listed in the guide are rated by professionally trained inspectors against a set of criteria, similar to the process undertaken by AA or RAC hotel guides. For salons, the value of the scheme’s membership – which is paid for by monthly subscription – extends beyond the additional promotion and stamp of consumer confidence to include advice and guidance on business issues and access to money saving offers. 

Not Going To Uni swaps its Salesforce CRM for Workbooks’ online CRM

Not Going To Uni & Workbooks Case Study

Licence costs drop by 50% and retention rates rise when employment website implements for its online CRM needs 

Not Going To Uni (NGTU) is the UK's leading website dedicated to helping school and college leavers make informed decisions about their future.

For the past four years the company has used the Salesforce CRM to maintain contact with its advertising clients. However, a number of business changes, including acquisition and the decision to replace its QuickBooks accounting package with Sage 50, prompted the company to reevaluate the Salesforce product.

Incisive Media selects Workbooks CRM for its Global Sales Team

Incisive Media Ltd, a leading global business-to-business information provider, has selected Workbooks CRM to enable its teams which are selling annual subscriptions across a range of online and print titles in London, Hong Kong and New York.

Incisive Media has grown from the publisher of a single B2B financial magazine to a global business media company that prides itself on its entrepreneurial culture, creating market-leading products for the main areas of financial services, with leading brands in the financial, legal, accountancy and IT sectors. Incisive Media aims to bring product provider and purchaser business communities together using all the varied platforms available to a modern information business. 

BasePlus selects Workbooks CRM

BasePlus selects Workbooks CRM to streamline its telesales and marketing activities

BasePlus, a leading international telesales and demand generation organisation specialising in the IT sector, has selected Workbooks CRM to underpin their sales and marketing efforts.

BasePlus was looking for a solution to replace CallPro. The company wanted to implement an intuitive CRM solution that would deliver an improved user experience and enable the team to manage its workflows and activities in a more streamlined and effective manner.

Cloud based CRM for Media Publishing - A Success Story.

As a successful media and publishing business, Caspian Media generates revenues by selling advertising in its publications, selling delegate places and sponsorships for the events it organises. Over the years, Caspian had installed a number of ‘disconnected’ systems to manage its customer interactions, sales order processing, cash flow and invoicing.