564 out of 565 Total Reviews for Workbooks
Overall Review Sentiment for Workbooks
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I like the callback system on workbooks, this allows me to keep a close eye on where I am at with my workload and ensure I don't miss any callbacks. I would say this could be improved by having an alert system when I am meant to call somebody back at say 2pm. Review collected by and hosted on G2.com.
With workbooks I find that the system itself could be smoother in the transitions, when you click an item twice it opens twice which would be better if this was once, As well as this when you have multiple tabs open it can get quiet messy, this would work better in a browser like format like google. Review collected by and hosted on G2.com.
The ease of use and being able to navigate the system is very useful. The level of reporting on activities, opportunities, existing customer information and sales forecasts. Review collected by and hosted on G2.com.
The most notable thing is the fact that scheduled activites once closed down or completed on Workbooks if you have the Outlook integrator it will remove them from your Outlook calendar as well. I wish they would remain in place. Review collected by and hosted on G2.com.
It's easy to use, easy to customise and the reporting functionality is brilliant. The training videos make it easy to train staff and refresh skills. I like that Workbooks is constantly evolving. The team is continually adding functionality and enhancing the user experience based on direct feedback from their client base. They're not a faceless organisation hiding behind chatbots and FAQ posts. When you need help, they're there, working with you to give you the support you need. Review collected by and hosted on G2.com.
Most of my gripes have been addressed over time as Workbooks has evolved, or the Tech team has shown or created solutions for me. In the early days, information was too many clicks away, but that has got a lot better with recent releases and our own customisation of form layouts. Review collected by and hosted on G2.com.
Integration with MS Outlook - all the e-mail and calendar functionality. This is much better than Goldmine. The Workbooks Add-in is a potentially useful function but below are the shortfalls in its capability. Review collected by and hosted on G2.com.
Linking and Synchronising MS Outlook with Workbooks.
Choosing whether to link e-mails to a person or organisation is unclear. This means the e-mail history and Summary need to be trawled through and filtered to identify a discussion trail. Goldmine was much easier.
The Calendar's inability to synchronise recurrent meetings is ridiculous.
Workbooks need the ability to record multiple e-mail addresses for people and organisations.
Search defaults to close after a selection is made. This needs to remain open as a default.
Quotations cannot be amended and a new one, with a new number, needs to be created. Amending the quotation with versions retained would be useful. Review collected by and hosted on G2.com.
The different amount of functions that you can use Workbooks for. Interact with your users to understand what works well and what could be improved.
Clear and easy to use and you can edit the layout to fit what works for you. Review collected by and hosted on G2.com.
There are little elements that I would like to change but these aren't big changes.
It is a little awkward trying to select multiple activities other than filtering down to the exact details you need but if you were able to use a tick box and just select the activities you wanted to adjust I feel this could be a good addition. Review collected by and hosted on G2.com.
Easy and intuitive layout. It was very easy to get started with Workbooks, as the main functionality follows a simple structure. Review collected by and hosted on G2.com.
Compared to Salesforce, functions are limited (no apps etc) Review collected by and hosted on G2.com.
One particular thing i do like best, more so than the rest, is that each separate type of record is clear a lot of potential for future changes and I know it will make my life easier. Review collected by and hosted on G2.com.
The UI is not appealing, there could be a lot changed around the way the user navigates through the system - could be made easier on the eye and smoother to get through. Review collected by and hosted on G2.com.
I like the reporting aspects of Workbooks and the flexibility of using one report to create several. We use Google mail and Dropbox for sending out letters with attached documents. Review collected by and hosted on G2.com.
The downside to using workbooks is not using the lead option facility to suit our needs. We run reports based on inquiries to our website, and the reporting options are from either a "person" or an "organisation record. Review collected by and hosted on G2.com.
