Workbooks Web Insights Overview

Workbooks is an automated marketing CRM that helps businesses execute campaigns and measure ROI. Effective strategies are supported by its comprehensive tools.

Use Cases

Customers recommend Generation Of New Leads, Lead Management, Order Management, as the business use cases that they have been most satisfied with while using Workbooks Web Insights.

Other use cases:

  • Engaging And Following Up
  • Lead Qualification: Demographic
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Business Priorities

Improve ROI and Acquire Customers are the most popular business priorities that customers and associates have achieved using Workbooks Web Insights.

Other priorities:

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Workbooks Web Insights Use-Cases and Business Priorities: Customer Satisfaction Data

Workbooks Web Insights works with different mediums / channels such as Website.

Workbooks Web Insights Customer wins, Customer success stories, Case studies

What Are the key features of Workbooks Web Insights for Generation Of New Leads?

Russell Finex - Manufacturing

Russell Finex needed a better way to manage customer relationships. They moved from Salesforce to Workbooks CRM. The new system helped them improve their processes. They found it easier to use and mo...re flexible. The change made their work more efficient. Russell Finex is happy with the results.

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Industrial Inkjet - Manufacturing

Workbooks CRM helped Industrial Inkjet improve clarity and save money. The company switched from their old CRM to Workbooks for better support and lower costs. They found the system easy to use. The ...support team stood out for their quick help. Industrial Inkjet now works more efficiently with Workbooks CRM.

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Dains Accountants - Accounting

Workbooks CRM helped Dains Accountants improve agility and client service. The firm needed better visibility and control over client data. Workbooks provided a single platform for managing client rel...ationships and processes. Dains Accountants now responds faster to client needs and adapts quickly to change. The CRM system supports growth and efficiency in the accounting sector.

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ATG Media - Information Technology And Services

Workbooks CRM helped ATG Media bring its departments together. The company used the CRM system to improve collaboration and communication. Teams now share information more easily. This led to better ...efficiency across the business. ATG Media saw smoother workflows and improved teamwork.

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Rotary

Rotary switched from Salesforce to Workbooks. They wanted a better way to target their customers. Workbooks helped them improve their customer approach. Now they have a more focused way to reach thei...r customers. The change made their work easier.

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STV - Media Production

Workbooks CRM helped STV drive revenue growth. STV used Workbooks to improve sales processes and manage customer relationships. The CRM platform gave better visibility into sales data. This led to mo...re efficient sales operations. STV saw improved team collaboration and faster decision making.

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Workbooks Web Insights Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.16/5 ★

Read Reviews (16)
Custom Reports

3.54/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.16/5 ★

Read Reviews (16)
Custom Reports

3.54/5 ★

Read Reviews (3)

Software Failure Risk Guidance

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for Workbooks Web Insights

Top Failure Risks for Workbooks Web Insights

Workbooks Online Limited Profile

Company Name

Workbooks Online Limited

Company Website

https://www.workbooks.com/

HQ Location

330 Roberts Street, Suite 402, East Hartford, CT 06108, United States

Employees

11-50

Social

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Financials

SEED