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Manufacturing Case Studies and Customer Success Stories with Workbooks GatorMail
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Workbooks CRM helped SAV Systems replace an outdated CRM to support rapid business growth.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.
Datasound Laboratories Ltd (DSL)
- Manufacturing
- Small
UK
Workbooks CRM helped Datasound Laboratories Ltd (DSL) improve business data visibility. DSL designs and makes electronic products for tough industrial... settings. Rory Dear, the managing director, needed a CRM that could adapt to his growing business. Workbooks CRM offered broad features to support this need. The solution made it easier for DSL to manage information and support growth.
Eilersen, a family-run furniture maker since 1895, uses Workbooks CRM to modernize its business. The company wanted to keep growing... while staying true to its traditions. Workbooks CRM helped Eilersen transform its processes. This change supports Eilersen’s continued growth into its second century. The business now manages its operations more efficiently.
Workbooks CRM helped Eilersen, a family-run furniture maker, transform its business processes. The company used the CRM to support growth... and modernize operations. Kristoffer Eilersen shares how the Skamby-based manufacturer continues to expand into its second century. The solution enabled Eilersen to sustain growth while honoring its traditions. Workbooks CRM improved process efficiency for this manufacturing business.
Workbooks CRM helped TCMM Shutter Group, a leading UK window shutter provider, integrate business systems and manage five brands. Before Workbooks, TCMM... struggled with multiple platforms and spreadsheets. The new CRM solution delivered £1m in revenue growth with no increase in headcount. The company gained better control over its data and operations. Workbooks CRM supported business-wide integration and efficiency.
Workbooks CRM helped Datasound Laboratories Ltd (DSL) improve business insight and increase productivity. DSL designs and manufactures electronic products for... tough industrial environments. The managing director wanted better business data visibility and needed a CRM with broad functionality. Workbooks CRM was chosen for its adaptability to support DSL's growth. The solution improved data access and business processes.
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.
Workbooks CRM helped Saacke move away from spreadsheets. The company used the CRM to manage sales and customer data. Saacke... saw a 9% increase in orders after using Workbooks CRM. The new system made their sales process faster and more organized. Saacke improved how they track and follow up with customers. The CRM helped the team work better together.
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 efficiency. The new system made it easier for the team to track leads and close deals. Russell Finex saw better results after making the change.
Rotary Corporation had high costs with their old system. They needed a CRM that fit their needs. They chose Workbooks... for a custom solution. The new CRM helped them save money. It also matched their business better. Rotary Corporation is now happier with their CRM.
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 more flexible. The change made their work more efficient. Russell Finex is happy with the results.
Russell Finex needed a better way to manage their sales operations. They switched from Salesforce to Workbooks. Workbooks helped them... improve their sales process. The new system made it easier for their team to work together. Russell Finex saw better results after making the switch.
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.
Aspin
- Information Technology And Services
- Small
UK
Aspin used Workbooks CRM to bring all its business data into one system. Before Workbooks, Aspin kept information in separate... databases managed by different teams. This made it hard to get clear business insight and make decisions. Workbooks gave Aspin more control and helped them make better choices. The flexibility of the platform was key for their managing director.
Aspin
- Information Technology And Services
- Small
Southampton, UK
Aspin used Workbooks CRM to unify customer data from multiple systems. Before, teams worked in silos with limited visibility. Workbooks... CRM gave Aspin a single view of all customer interactions. Sales, marketing, and support now share information quickly. The team tracks leads, manages support, and runs campaigns in one place. Reporting tools help leaders see business performance clearly.
CSols
- Information Technology And Services
- Small
Liverpool, UK
CSols used Workbooks CRM to manage sales, support, contracts, projects, and finance in one place. The company automated support case... logging and sped up quoting with instant PDF generation. Monthly reports now pull live data for better project tracking. Teams access the system from anywhere, improving productivity. Workbooks CRM made processes faster and easier for everyone at CSols.
Aspin
- Information Technology And Services
- Small
Workbooks CRM helped Aspin gain better business insight and control. Before Workbooks, Aspin used several systems managed by different departments.... The team wanted more consistent processes and improved decision making. Workbooks CRM offered the flexibility Aspin needed. Now, Aspin has greater insight and makes better decisions.
Datalex
- Information Technology And Services
- Medium
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 data 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.
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.
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.
Knowledge Transfer Network
- Information Technology And Services
Workbooks CRM helped Knowledge Transfer Network speed up innovation. The team used Workbooks CRM to manage contacts and track projects.... This made it easier to share information and work together. The solution improved how they handled data and communication. Staff found it simple to use and helpful for daily tasks.
Kahootz wanted to make its sales process easier. They used Workbooks to help with this. Workbooks helped Kahootz automate many... sales tasks. This made their work simpler. Kahootz could focus more on their customers. The sales process became less complex.
Media Production Case Studies and Customer Success Stories with Workbooks GatorMail
Good Salon Guide
- Media Production
- Small
UK
Good Salon Guide used Workbooks to bring all customer and prospect data into one place. Before, their remote sales team... managed data separately and used a standalone database at head office. This made it hard to see and control information. With Workbooks, field sales can now update records easily. The business now has a single view of customer data. This led to a more efficient marketing and sales model and better customer retention.
Workbooks CRM helped IR Media move away from spreadsheets and an old CRM. The new system made their sales process... faster. IR Media saw an increase in revenue after using Workbooks. The company now tracks sales more easily. Workbooks CRM supports better sales management for media businesses.
Workbooks CRM helped APL Media connect its sales, finance, and production teams. Before, their CRM only handled order processing and... did not integrate with other departments. The sales team of 35 people now uses Workbooks CRM to manage daily, weekly, and monthly sales across newspapers, magazines, and events. This change improved their ability to maximize revenue and streamline business operations.
Workbooks CRM helped STV move all their data from many platforms into one system. STV wanted better business process and... more visibility. After using Workbooks, they got a CRM that supports revenue growth for their whole business. The platform made it easier to manage information and track sales. STV now has better control and can grow faster.
Workbooks CRM helped APL Media connect its business processes. The company used the CRM to manage sales, marketing, and customer... data in one place. This made it easier for teams to work together. APL Media improved efficiency and gained better visibility into its operations. The CRM solution supported growth and streamlined workflows.
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 more efficient sales operations. STV saw improved team collaboration and faster decision making.
Workbooks helped IR Media improve their sales process. The company used Workbooks CRM to manage leads and track sales activities.... This led to better organization and faster follow-ups. As a result, IR Media increased their revenue. The CRM made it easier for the team to work together and close more deals.
Workbooks helped STV grow revenue. STV used Workbooks to improve sales processes. The platform made it easier to manage customer... data. STV saw better team collaboration. Workbooks supported business growth for STV.
Workbooks CRM helped Ultima Media find more new prospects. The company used the CRM to improve lead generation. They saw... five times more new prospects. The solution made their sales process better. Ultima Media now has more chances to grow their business.
APL Media wanted to better understand their customers. They used Workbooks to bring all their customer data together. This helped... them see a full picture of each customer. Now, they can make better decisions and improve their service. They are happy with the results.
Accounting Case Studies and Customer Success Stories with Workbooks GatorMail
Dains Accountants
- Accounting
Workbooks CRM helped Dains Accountants improve scalability and flexibility. The Midlands-based firm used the platform to better engage with clients... and support their needs. Sales and marketing leaders at Dains saw increased agility in their business operations. Workbooks enabled more effective client communication and service delivery. The case highlights CRM benefits for accounting firms seeking growth.
Workbooks CRM helped Shaw Gibbs, an accounting and business advisory firm, gain better visibility into sales and marketing. The firm moved... from spreadsheets to Workbooks CRM for easier data management and time-saving integrations with CCH and their time and fee system. They now track marketing campaigns, manage events, and get insights into client relationships. Marketing automation improved client communication and ensured GDPR compliance. The solution supports informed decisions and outstanding customer service.
Workbooks CRM helped French Duncan, a professional services firm in the hospitality sector, streamline client information management. The team now... has a single view of each client, making it easier to respond to enquiries and find contact details. Sales and marketing teams gained insights for cross-selling. Client service teams can now record and bill for value-added services. Feedback from the implementation has been very positive.
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 relationships 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.
Aston Shaw is an accountancy firm that wanted to grow its business. They used a CRM system from Workbooks to... help manage their clients and work better. The CRM helped them keep track of information and made their work easier. This support helped Aston Shaw grow as a company. The case shows how using the right tools can help a business get bigger.
Financial Services Case Studies and Customer Success Stories with Workbooks GatorMail
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.
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 industry 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.
Workbooks CRM helped Capital Access Group centralize investor relations. The company struggled with fragmented data across Outlook and Excel, leading... to duplicate and incomplete records. Workbooks CRM replaced multiple systems, making it easy to track client interactions and segment data. Custom fields allowed Capital Access Group to record all client activity and run targeted marketing campaigns. The intuitive interface and tailored onboarding sped up adoption across the team.
XPS Pensions Group needed better support for their CRM system. They chose Workbooks to help improve their processes. Workbooks provided... a solution that made their CRM easier to use. The team at XPS Pensions Group saw better support and smoother operations after using Workbooks.
Forum of Private Business
- Non Profit Organization Management
- Small
Knutsford, UK
Forum of Private Business switched from an old Microsoft Dynamics CRM to Workbooks. They chose Workbooks for its flexibility, easy... in-house management, and strong support. Now, their teams have better customer insights and never miss membership renewals. This leads to more cash flow and improved service for members. Accurate data helps both the member and marketing teams.
Chartered Accountants’ Benevolent Association (CABA)
- Non Profit Organization Management
- Small
UK
CABA used a custom Access system that became outdated and error-prone. Workbooks unified CABA’s data and departments. This gave CABA... a single view of donor and beneficiary information. Marketing intelligence improved. CABA can now help more people and run better campaigns. Service to beneficiaries is stronger.
Coeliac UK needed a CRM system that fit their unique needs. They chose Workbooks to help them manage their data... and relationships. Workbooks provided a fully customized CRM solution. This helped Coeliac UK improve how they work and support their members. The new system made their processes easier and more efficient.
Consumer Goods Case Studies and Customer Success Stories with Workbooks GatorMail
Rotary Corporation
- Consumer Goods
- Large
Workbooks CRM helped Rotary Corporation move away from Salesforce. Rotary needed a CRM that fit their business better. Workbooks gave... them a targeted customer approach. Rotary now has a CRM that matches their needs. This change improved how they work with customers.
Workbooks CRM helped TCMM Shutter Group achieve £10m revenue growth. The company needed better integration across its business. Workbooks provided... a CRM solution that connected sales, marketing, and operations. This led to improved efficiency and business-wide visibility. The result was significant revenue growth and streamlined processes.
Workbooks CRM helped Eilersen, a leading furniture maker, transform its business. Eilersen used the CRM to improve customer management and... streamline sales processes. The company gained better visibility into customer data. This led to more efficient operations and improved service. Eilersen now delivers a higher level of customer satisfaction.
Pharmaceuticals Case Studies and Customer Success Stories with Workbooks GatorMail
BPL Plasma
- Pharmaceuticals
Workbooks CRM helped BPL Plasma increase donor return rates. BPL Plasma collects plasma to supply laboratories for life-saving pharmaceuticals. The... company faced a challenge with regular donors not returning often enough. Using Workbooks CRM, they improved donor engagement and retention. This led to more consistent plasma collection for their business.
Workbooks CRM helped BPL Plasma increase donor return rates. BPL Plasma collects plasma to supply laboratories for life-saving pharmaceuticals. The... company faced a challenge with regular donors not returning. Using Workbooks CRM, they improved donor engagement and retention. This led to better plasma collection and business results.
Workbooks CRM helped BPL Plasma increase donor return rates. BPL Plasma collects plasma to supply laboratories for life-saving pharmaceuticals. The... company faced a challenge with regular donors not returning. Workbooks CRM provided tools to manage donor relationships and improve engagement. This led to more donors coming back to donate plasma.
Medical Devices Case Studies and Customer Success Stories with Workbooks GatorMail
Elos MedTech
- Medical Devices
- Large
Workbooks CRM helps Elos MedTech, a global medical device manufacturer, improve business operations. The company uses Workbooks CRM to streamline... communications and enhance customer interactions. Marketing Director Malin Gustavsson shares how the CRM solution supports better workflows. Elos MedTech aims for more efficient processes and improved results with this partnership.
Workbooks helped Elos MedTech improve business processes. The partnership focused on better CRM and data management. Elos MedTech saw smoother... operations and stronger results. The company values the support and expertise from Workbooks. This case highlights CRM software benefits for medical device companies.
BPL Plasma used Workbooks CRM to boost donor return rates. Before, they relied on static spreadsheets, causing inefficiencies and privacy... risks. Workbooks centralized campaign management and automated donor tracking. The CRM improved call return rates and made outreach more efficient. The team saw a higher rate of donors returning after switching to Workbooks.
Workbooks CRM helped 4ways Healthcare grow 10% more than competitors. The company replaced spreadsheets with Workbooks to manage sales data... and improve pipeline visibility. Integration with NHS datasets and Spotler enabled better communication with radiologists and clients. The sales and marketing teams now work faster and more efficiently. Workbooks' flexibility and strong support were key benefits for this healthcare provider.
Freightroute
- Transportation/Trucking/Railroad
- Medium
UK
Workbooks CRM helped Freightroute replace manual sales processes and paper files. The company unified sales, support, projects, invoicing, and finance... on one platform. Automated quoting and email-to-case features improved speed and support. Monthly reports now give teams better project and performance insights. Field teams use web access to stay productive on the go.
DX Exchange
- Transportation/Trucking/Railroad
- Large
Workbooks CRM helped DX Exchange manage delivery services across the UK and Ireland. DX went live with Workbooks in February... 2020, just before the lockdown. The platform supported DX as demand surged, including critical deliveries for the health sector. Workbooks enabled DX to adapt quickly and deliver strong customer experiences. The solution improved logistics and customer service during a challenging period.
Utilities Case Studies and Customer Success Stories with Workbooks GatorMail
LLW Repository LTD
- Utilities
- Large
Workbooks CRM helped LLW Repository LTD improve customer team processes. The company launched the CRM in March 2020, just as... the COVID-19 pandemic began. In phase two, they moved all logistical information from paper to CRM. This led to better efficiency and improved business processes. LLW Repository LTD is now planning further CRM phases with Workbooks.
Workbooks helped Low Level Waste Repository improve their customer experience. The company faced challenges in managing customer interactions. Workbooks provided... a solution that made it easier to track and respond to customer needs. The result was better service and more satisfied customers. The case shows how CRM software can help utilities companies deliver better support.
Construction Case Studies and Customer Success Stories with Workbooks GatorMail
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. During 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.
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, marketing, and reporting improved. The company now makes decisions based on data, not instinct.
Events Services Case Studies and Customer Success Stories with Workbooks GatorMail
Forum Events
- Events Services
Workbooks CRM helped Forum Events move from spreadsheets to a single platform. The company gained clear visibility across the business.... Business processes are now streamlined. Forum Events chose Workbooks for its easy-to-use platform and strong implementation services. The solution improved business-wide operations in the events services sector.
Workbooks CRM helped Forum Events gain business-wide visibility. The company improved access to real-time data across teams. This led to... better decision making and collaboration. Forum Events now manages events more efficiently. The CRM system supports growth and streamlines operations.
Workbooks helped 4ways Healthcare achieve 10% growth. The company used Workbooks CRM to improve business processes. This led to better... customer management and increased efficiency. The solution supported their growth in the health and wellness sector. 4ways Healthcare saw measurable business improvement with Workbooks.
Coeliac wanted to give their members a better experience. They used Workbooks to help manage their work. This made it... easier for them to help their members. Their members are now happier with the service. Coeliac can now do their work faster and better.
Insurance Case Studies and Customer Success Stories with Workbooks GatorMail
Direct Life
- Insurance
- Medium
Workbooks CRM helped Direct Life automate customer record changes, boosting staff productivity. The CRM integrated with legacy systems, improving customer... service and real-time business visibility. Direct Life chose Workbooks for its out-of-the-box adaptability and strong regulatory compliance. The solution delivered cost-effective customisation and ongoing support, meeting unique insurance industry needs.
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 insurer now has better control over customer data. They report improved efficiency in daily operations. The CRM supports their growth in the insurance sector.
Workbooks CRM helped The Marketing Centre improve project management and client communication. The team needed a better way to track... projects and manage customer data. Workbooks provided a single platform for CRM and project management. The Marketing Centre saw better collaboration and more efficient processes. The solution made it easier to deliver value to clients.
Spotler moved from Microsoft Dynamics to Workbooks CRM to improve their sales and marketing processes. They wanted a CRM that... was easier to use and better fit their needs. Workbooks CRM helped Spotler streamline workflows and boost team productivity. The switch made it easier for their teams to manage customer data and track sales activities. Spotler saw better user adoption and more efficient operations with Workbooks CRM.
Computer Software Case Studies and Customer Success Stories with Workbooks GatorMail
CSols Ltd
- Computer Software
- Small
Warrington, UK
CSols Ltd needed a better way to share customer data across their team. Their old CRM setup was disconnected and... information was hard to find. Workbooks provided a cloud-based CRM that let all staff access customer details from anywhere. The new system made customer service more efficient. CSols Ltd chose Workbooks for its broad features and flexibility.
Information Services Case Studies and Customer Success Stories with Workbooks GatorMail
GWI
- Information Services
- Medium
London, UK
Workbooks CRM helped GWI connect customer data, contracts, invoices, and marketing data. GWI automated renewal opportunities, saving time and improving... reporting. The integration with GoToWebinar saved 8–10 hours a month on lead management. Invoicing process improvements saved about 20 hours monthly for the customer service team. GWI now has a clearer pipeline and better business visibility.
Publishing Case Studies and Customer Success Stories with Workbooks GatorMail
Ultima Media
- Publishing
- Small
London, UK
Ultima Media used Workbooks CRM to unify data from 15 sources. Before, they struggled with fragmented data and slow campaign... building. Workbooks helped them clean data, improve segmentation, and automate reporting. Sales teams now manage all activities in one place and win five times more business. Marketing halved email volumes but still sold out products. Data quality tools and web insights boosted targeting and decision-making.
Education Case Studies and Customer Success Stories with Workbooks GatorMail
Not Going To Uni
- Education
Not Going To Uni wanted to lower their software costs. They switched from Salesforce to Workbooks. This change helped them... cut their license costs in half. The company found Workbooks easier to use. They also got better support from Workbooks. The switch made their work simpler and saved them money.
Management Consulting Case Studies and Customer Success Stories with Workbooks GatorMail
Capital Access Group
- Management Consulting
- Small
London, UK
Workbooks CRM gave Capital Access Group a single view of its business. The company replaced multiple systems and cumbersome spreadsheets.... Managing and segmenting client and investor data became easier. Marketing campaigns are now more efficient and measurable. Processes are streamlined across the team.
Legal Services Case Studies and Customer Success Stories with Workbooks GatorMail
HT Law
- Legal Services
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.
Consumer Services Case Studies and Customer Success Stories with Workbooks GatorMail
Scottish Motor Trade Association
- Business Services
Workbooks CRM helped the Scottish Motor Trade Association move from using fragmented systems to a single, unified CRM. Before, teams could... not share information well, which slowed business growth. With Workbooks, SMTA built a tailored CRM that fit their needs. Now, the whole organization can access one system. This improved visibility and supported commercial growth.
Wholesale Case Studies and Customer Success Stories with Workbooks GatorMail
Inseto
- Wholesale
- Small
Andover, UK
Workbooks CRM helped Inseto, a specialist distributor, replace spreadsheets and a legacy CRM with a single platform. The integration with... SAP Business One improved sales opportunity management and forecasting. Inseto gained real-time reporting, better customer response times, and reduced manual work. The platform enabled multi-entity and multi-currency management. User adoption was strong across the business.
Workbooks helped ATG Media modernize its business operations. ATG Media replaced its outdated AdTrak system with Workbooks to combine CRM,... advert management, and production management. The platform improved contact management, sales order processing, and financial data integration. Teams now track advert fulfilment and collaborate better. Workbooks gives ATG Media flexibility and visibility for future growth.
APL Media used Workbooks CRM to improve its sales process. Before, their CRM only handled order processing and did not... connect with finance or production. The sales team of 35 needed better tools to track and grow revenue from newspapers, magazines, and events. Workbooks CRM helped them join up their business and support sales growth. The new system made it easier for teams to work together.
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 their customers. The change made their work easier.
