565 Workbooks Reviews
Overall Review Sentiment for Workbooks
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I like how the system can be easily linked with automation software, meaning our email marketing platform can speak to workbooks effectively. Review collected by and hosted on G2.com.
I think that the usability and user experience could be better - it does feel clunky at times Review collected by and hosted on G2.com.
Flexibility of the system makes it so adaptable and customisable to suit our business needs. The interface itself is easy to configure and I love the fact that whatever is recorded is reportable ensuring you have information at your fingertips. This suits all areas of our business from sales and marketing through to how we service our clients. The support team are knowledgeable and a great resource for any issues you may have and they provide an excellent service. Review collected by and hosted on G2.com.
The mailshots within workbooks do not feed enough information back to the workbooks audit trail. i.e if an email is undeliverable. Although the marketing interface with Spotler is great. Review collected by and hosted on G2.com.
The workbooks is very easy to manage on phone the filtering option in phone seems difficult but with workbooks it is easy Review collected by and hosted on G2.com.
Upgradations in workbooks are very essential Review collected by and hosted on G2.com.
The flexibility of the product is great and means you don't have to contact Workbooks everytime you want to make a change. Things can be changed in realtime which is a key driver when getting buy-in from other people within the firm when they see how quickly things can change to make their lives easier its a win-win. Review collected by and hosted on G2.com.
Sometimes the sync for certain products like Wolters Kluwer can be problematic but this is never normally at the workbooks end, and the positive is that workbooks and third party can work together with you to fix any issues. Review collected by and hosted on G2.com.
What I like most is that there is a lot of care put into building this system and its usability.
With every new version, there are small improvements that make the experience easier to administrate and easy for the users.
I like how small details are dealt with and the high quality of the helpdesk when we need them to sort things out. Review collected by and hosted on G2.com.
I find that the mail tracking is a bit clunky if you use an external mail client. Mail should be tracked at the cloud service level (for example, 365) with a central facility to apply inbox rules instead of relying on the rules in the mail client itself. Review collected by and hosted on G2.com.
Different levels of access allow the right type of access to be allocated to the correct person.
Synchonising with outlook has been an interesting experience but now it is working we can link emails into leads and other records Review collected by and hosted on G2.com.
Not as easy to amend layouts as other CRMs - have to use 3rd parties to make changes that I should be able to do myself
Linking to the preferred mailing system (spotler) has proved extremely difficult
having to export data in order to analysis it better which should be simply done in the system but takes too much development time to do. Review collected by and hosted on G2.com.
The variety in data input options and the flexibility in the ways data can be presented Review collected by and hosted on G2.com.
Navigation can sometimes be cumbersome but its ok once you get used to it Review collected by and hosted on G2.com.
