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
See all use cases See less use cases

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:

See all business priorities See less business priorities

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

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

Peer review evidence (same sources as the product rating summary)

"...Web Insights reports include: Hot new prospects on your website...." Web Insights
"...And all the online activities information is automatically recorded in Workbooks CRM against Organizations, Leads and People, giving you in context actionable insights to transform your sales engagement...." Web Insights
"...Order Management. ..." Web Insights

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

How can Workbooks Web Insights enhance your Generation Of New Leads process?

 

XPS Pensions - Financial Services - Large

London, UK

XPS Pensions switched from Salesforce to Workbooks CRM in 2016. The company wanted more flexibility, customisation, and better customer service. Workbooks CRM helped XPS integrate sales and marketing... functions. This led to significant efficiency gains and many new revenue opportunities. XPS also achieved substantial cost savings with the new CRM system.

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SAV Systems - Manufacturing - Medium

Woking, UK

Workbooks CRM helped SAV Systems replace an outdated CRM to support rapid business growth. The company needed a cloud-based system for 60 users across 4 sites. Workbooks provided a single view of the... customer and improved decision making. In 4 years, SAV Systems grew turnover from £7m to £25m. Workbooks is now a business critical tool for the manufacturer.

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Northdoor - Information Technology And Services - Small

London, UK

Northdoor used Salesforce for CRM but struggled with order processing. Workbooks replaced Salesforce and a standalone quoting tool. The new system reduced manual work and improved accuracy. Northdoor... now manages sales from start to finish in less time. The team no longer duplicates data. Workbooks helps Northdoor cut costs and streamline sales operations.

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The National Federation of Builders (NFB) - Construction - Small

UK

Workbooks helped the National Federation of Builders (NFB) move from fragmented spreadsheets to an integrated CRM. NFB gained a clear view of their sales pipeline and improved monthly reporting. Duri...ng the Covid-19 pandemic, Workbooks enabled NFB to adapt quickly and boost member communications. The CRM made the management team more responsive to member needs. NFB now uses data transparency to drive business strategy.

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Multrees Investor Services Ltd - Financial Services - Small

Edinburgh, UK

Workbooks CRM helped Multrees Investor Services manage long and complex sales cycles. The company needed a CRM to track communications with prospects and build relationships with consultants and indu...stry experts. Workbooks provided an affordable solution for managing client engagement and sales pipeline. Multrees now keeps better records and supports its growth in the financial services sector.

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Hardscape - Construction - Medium

Bolton, UK

Hardscape used Workbooks CRM but wanted more value. After an administrator training, they saw how to tailor the CRM for their needs. They worked with Workbooks for custom development. Sales, marketin...g, and reporting improved. The company now makes decisions based on data, not instinct.

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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)

Workbooks Web Insights Integrations

Workbooks Web Insights integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

3.69/5 ★

Read Reviews (2)
Data Export

3.40/5 ★

Read Reviews (2)

Tonkean

4.25 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Dubb

4.58 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Aweber

4.24 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

dotDigital Engagement Cloud

4.25 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

SendHub

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for Workbooks Web Insights

Cisco Workplace Analytics

3.92 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

123FormBuilder

4.46 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Canva

4.69 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

ActiveCampaign

4.55 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Comm100 Multi-Channel

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for Workbooks Web Insights

Top Failure Risks for Workbooks Web Insights

Workbooks Online Limited News

Awards

Workbooks wins PPA Tech Partner of the Year

Workbooks has been awarded the PPA Tech Partner of the Year, recognized for its strong client relationships, excellent retention rates, and customer-focused approach. The award highlights Workbooks' ability to help publishing teams streamline their software and leverage data to enhance subscriptions, event revenue, and advertiser relationships.

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Awards

ISG name Workbooks CRM as an Exemplary Provider for customer experience

Workbooks CRM has been recognized by ISG as an Exemplary Provider for customer experience, achieving the highest performance score of 15.4% and a B++ grade. This accolade highlights Workbooks' commitment to delivering superior customer support, responsive service, and successful implementations. The recognition underscores Workbooks' focus on providing clear, user-friendly CRM solutions without hidden complexities or costs.

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Financial

BGF invests 16.6m in Workbooks to accelerate growth of its No-BS CRM platform

BGF has invested 16.6m in Workbooks to enhance its CRM platform's growth. The funding will accelerate go-to-market strategies and product development, focusing on integrated workflows across sales, operations, and finance. Workbooks aims to expand its US presence while maintaining its customer-first approach. BGF will hold a minority stake and a board seat.

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Product

Workbooks Takes On CRM Giants With Plain-English AI

Workbooks has launched an AI-enabled CRM designed for mid-market companies, addressing the slow AI adoption in CRM systems. The platform offers seamless integration and actionable insights without the complexity of enterprise solutions. Key features include AI agents like Sales Coach and Research Agent, which provide tailored sales strategies and prospect scoring. The CRM operates natively within Workbooks, with future plans for broader integration.

Read more →

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