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features
design
support

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Description

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

Description

As virtual sales presentations become increasingly prevalent, it is essential to present product information in a format that is both easily accessible and conducive to effective sales discussions during video meetings. aWorkbook is crafted with the buyer's journey at the forefront, equipping you with the necessary tools to navigate through product selections while integrating all available brand materials such as videos, images, and 3D visuals. Implementing a ‘channel right’ product strategy emphasizes the importance of presenting the appropriate product to the corresponding buyer. The assortment planning capabilities of aWorkbook offer complete flexibility, allowing you to customize product details to align with your channel strategies. Building a strong relationship between the buyer and your brand is now more crucial than ever, as buyers seek to resonate with your values and marketing narratives to ensure they reflect their own. Additionally, aWorkbook offers essential tools for storytelling that enhance this connection and engagement with potential customers. In this way, it not only supports the sales process but also fosters a deeper understanding of your brand’s mission.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

COZYROC SSIS+ Suite
Campaign Monitor
Dropbox Sign
Dubb
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Jira
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft Exchange
Microsoft Outlook
QuickBooks Online Advanced
SAP ERP
SQL Server
Sage Intacct
StarfishETL
Teldrip Insights
Xinix
dotdigital Engagement Cloud

Integrations

COZYROC SSIS+ Suite
Campaign Monitor
Dropbox Sign
Dubb
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Jira
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft Exchange
Microsoft Outlook
QuickBooks Online Advanced
SAP ERP
SQL Server
Sage Intacct
StarfishETL
Teldrip Insights
Xinix
dotdigital Engagement Cloud

Pricing Details

$39.00 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com

Vendor Details

Company Name

aWorkbook

Founded

2004

Country

United Kingdom

Website

www.aworkbook.com

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social Media Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Product Features

Catalog Management

Catalog Creation
Content Library
Content Management
Cross Selling Functionality
Custom Product Attributes
Customizable Catalogs
Desktop Publishing
Pricing Management
Product Comparison
Search

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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