Workbooks Reviews & Product Details - Page 36

Datatank have been using Workbooks for the past 12 months and utilise the Outlook connector to synchronise e-mails to share information within Workbooks across the Sales and Operations teams. I encountered a problem which prevented the sync. process from completing and had to raise a support call. Alex Ramshaw - Workbooks Customer Support Analyst dialled in from remote and following a thorough analysis recommended a series of steps to rectify the problem. Despite a minor blip towards the end all is now working as it should be. This is an example of Customer Support and Service as it should be :-)

Rob Andrews Business Development Manager - Datatank Nottingham Review collected by and hosted on G2.com.

There isn't anything within the functionality that I do not like. Review collected by and hosted on G2.com.

Workbooks is able to integrate with our CMS and works fluidly in providing us the information we need. We have build up an extensive list of leads and have an automated method for leads to move over from our CMS to workbooks. Once in workbooks we are able to go as deep as needed building organisation profiles and tracking everything from meetings, to when we called them and what the next step is. Review collected by and hosted on G2.com.

Workbooks can be a little confusing sometimes when importing lists of leads we have received from events we have attended. I think this is mainly because I haven't spent enough time learning how to use workbooks efficiently. Review collected by and hosted on G2.com.

I like the organization and customization options. You can mange customers by Person, Organization, Lead, or Opportunity. Also within these categories you are able to customize fields which is great so we can be specific with details about each customer depending on which one of our products they are interested in. Review collected by and hosted on G2.com.

At first it seemed to be overwhelming since there are so many capabilities. With a little time we were able to decide what works for our team and how we wanted to track things in this CRM. Now it is easy to navigate. But there are still so many capabilities we are not using and haven't explored yet. Review collected by and hosted on G2.com.

The move from Salesforce to Workbooks went well – despite the need to merge three databases into one to support the expanded business and the migration of 20,000 contacts and 10,000 records, as well as the finance information from the old system. “Workbooks worked really well with us to identify the risks associated with data migration and deduplication and the integration of Sage – we were really pleased with the outcome.

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Is not great interface on mobile platforms and would like to see a native app to improve the experience for staff members that are on the road. Review collected by and hosted on G2.com.

I love the support I get from the Workbooks support team. They have a really lovely team who respond quickly, which makes them a pleasure to deal with. Review collected by and hosted on G2.com.

I dislike the occasional bugs which show up in the system, although these are often quickly fixed by the Workbooks team.

I also dislike that we are not able to create supplier orders without creating an invoice first. Review collected by and hosted on G2.com.

I like Workbook's ability to provide its customers with amazing customization processes and options. In addition the support is top of the line. Our entire business is ran off of this product, but only because it has so many custom features. We never want to leave!.

In addition to the custom fields, WB also offers a semi-broad line of developers who can help automate everything.

Reporting features are extremely in depth Review collected by and hosted on G2.com.

WB lacks the ability to edit supply schemes and pricing schemes so that you can insert custom fields. This is not particularly an issue with other businesses, our business just happens to never fit in the same "box" as every one else's (everything has to be build custom.

I really wish WB offered more with its integration with sales platforms. Review collected by and hosted on G2.com.

Workbooks is excellent for tracking the full sales journey. I book the initial appointment and task it to one of my Area Managers, they are then able to task others including myself following the appointment to ensure promises made at the meeting are delivered. Everyone in the organisation is then able to track the process and report on the outcome easily. Review collected by and hosted on G2.com.

Workbooks doesn't currently have an I-phone app which is disappointing as our team all work off I-phones and I-pads, but I think this is in development so hopefully will be fixed soon Review collected by and hosted on G2.com.

I use Workbooks to record all Leads and Cases that come into the Company 0800 number The system is great as it is easy to record callers details.

It is good that from creating a Lead that the person and organisation are also created, which saves time having to then create theses separately.

We can chase Cases eg Certificates not received. We are able to look into the record while the caller is on the phone and provide them the most up to date information (providing the person responsible has updated this in a timely fashion) Review collected by and hosted on G2.com.

Users being able to put Activities within activities eg. may have called a site on 2.6.15 then called them again 5.6.15 but if they don't include dates and details then it is difficult to decipher.

I have used another CRM system in the past which had a breakdown page of what jobs you had, if they were on time, what was outstanding. This was done in the form of a traffic light system eg Green (Current), Amber (Close to due date), Red (Overdue). I personally found this visual board ideal as I could click straight into the records and do something with them there and then. If records were red they would be flagged to your Supervisor/Manager. With the Workbooks system people can simply dismiss their notifications and then forget to go into them.

Also only one person can be assigned a record at any one time.

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Creating opportunities, contact and companies from Leads is very quick - much better than some other CRMs, and also the overall user experience is intuitive and efficient.

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The reporting tool is another solid aspect of Workbooks as it allows the user tailor the CRM to their personal workflow, not the other way round. Review collected by and hosted on G2.com.

All items in reports are hyper-linked by default so, for example, if I just want to highlight the email of a contact to copy it, the CRM automatically opens the entire contact info of that person. The same happens with opportunities, etc and it's quite annoying. Review collected by and hosted on G2.com.

Workbooks has been easy to configure and we've put it good use straight away.

We like the way that there are lots of options to configure out of the box and LOTS of features that we can use. We've implemented an integration with Mailchimp without any additional costs or hassle.

The support at Worksbooks has been top notch - both in terms of the staff we talk to, but also the Knowledge base.

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The user interface (while practical) is starting to look a little dated. I wonder if there will be plans to update it to a more modern UI? Review collected by and hosted on G2.com.