Workbooks Web Insights: Product updates, Customer stories, and Insights | 2026 Cuspera

Russell Finex switched from Salesforce to Workbooks to manage sales operations. The company wanted a better way to handle sales processes. Workbooks helped them improve sales management and efficienc...y. The new system made it easier for the team to track leads and close deals. Russell Finex saw better results after making the change.
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Workbooks CRM helped a leading life insurer improve customer management. The insurer needed a CRM that fit their business needs. Workbooks provided a solution that matched their requirements. The ins...urer now has better control over customer data. They report improved efficiency in daily operations. The CRM supports their growth in the insurance sector.
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Workbooks CRM helped KTN drive innovation and collaboration across the UK. KTN used the platform to manage relationships and track engagement. The CRM improved visibility and reporting for their team.... This led to better support for UK businesses and increased growth. KTN streamlined processes and enhanced communication using Workbooks.
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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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HT Law needed a better way to manage their client information and cases. They used Workbooks for CRM and case management. This helped them keep all their data in one place. The new system made their ...work easier and more organized. They could find information faster and serve clients better.
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Workbooks CRM helped Datalex cut the time spent updating data by half. Datalex struggled with managing a growing customer database and running marketing campaigns. The old system made reporting and d...ata segmentation hard. Workbooks CRM streamlined data management and gave the marketing team tools to segment data, build lists, and track ROI. This improved efficiency and campaign management for Datalex.
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