2. www.workbooks.com
www.wizard-systems.com
Introduction
• One of the fastest growing providers of cloud-based
CRM & Business applications in Europe
• We provide an integrated suite of applications designed
for small and mid-size businesses
– Workbooks CRM Edition
– Workbooks Business Edition
• We provide a range of implementation services
– Data Migration, Implementation, Change Management,
Training
• Company Background
– Founded in October 2007, HQ in Reading, UK
– Over 600 organisations run their business on Workbooks
– £6.5m raised to fund growth
4. www.workbooks.com
www.wizard-systems.com
The Problem
Finance & Admin
Pricing
Quotations
Competitive Info
Prospects
Customers
Quotations
Activities
Contracts
Orders
Customers
Suppliers
Transactions
Sales & Marketing
Customer Support
Contracts
Customers
Suppliers
General Information
People
Products
Sales Leads &
Opportunities
Organisations
Emails
Forecasts
Contracts
Activities
Customer
Transactions
Projects &
Cases
Notes &
Documents
Supplier
Transactions
API
WorkbooksONE Platform
Security & Sharing
Guaranteed SLA
99.5%
Customisation
5. www.workbooks.com
www.wizard-systems.com
Why customers buy Workbooks
Reduced
Operational
Costs
Increased
Sales
Improved
Quality of Service
Tools to improve the effectiveness of sales and
marketing teams
Streamlined and automated business
processes
Integrated tools for support, project delivery and
order fulfilment
The right information to the right people at the right
time to improve decision making
Track Key Business
Information
6. www.workbooks.com
www.wizard-systems.com
Workbooks Platform
Workbooks CRM Edition
Leads Opportunities
Forecasts
Cases Quotations
Campaigns Email marketing
Workbooks Business Edition
Customer Orders Customer Invoices
Contracts Supplier Orders
Pricing Schemes
API
Data Storage
High Availability
Security Model
Organisations People Activities & Events
Product Book Notes
Dashboard
Reporting
Views
Web 2.0 Interface
E-mail
Output
Documents
WorkbooksONE Platform
Automation
Engine
Scripts Buttons
Mobile
Clients
Outlook
Plug-in
Website
Integration
Third Party
Integrations
8. www.workbooks.com
www.wizard-systems.com
Caspian Media - Publisher
• Original Systems:
– In-house CRM system
– Opera Accounting
– Lots of spreadsheets!
• Business Pain
– Order Processing
500 invoices a month queried
– No single customer database
Membership & Events separate
– Tracking Fulfilment of orders
– Management Data
• With Workbooks:
– Single customer database
– Streamlined order processes
– 3 minutes per order (previously 30
minutes)
– Significant reduction in invoice queries
– Real management information
– Online subscription management
9. www.workbooks.com
www.wizard-systems.com
Global Transport Forum – Events & Conferences
• Original Systems
– Spreadsheets
– FCPro
• Business Pain:
– No Single Database
– Lots of Duplication
– Difficult to segment & target
– Manual Processes
– No single view of clients
“I would recommend Workbooks to anyone and I plan on using it
in companies that I acquire in the future. It supports both sales
and marketing functions; I think the interface and dashboards
are very slick; and it is easy to run campaigns and reports. This is
all packaged into a single database with a supportive team on
hand to help.”
Piers Bearne, CEO
• With Workbooks:
– Centralised Prospect & Customer
Database
– Massive reduction in duplication
– Streamlined Sales & Marketing
Process
– Real-time reports on events,
attendees & sponsorship
10. www.workbooks.com
www.wizard-systems.com
Taopix – Software Business
• Original Systems
– SugarCRM
– Sage Line 50
– Lots of spreadsheets
• Business Pain:
– Cash flow (partners not paying)
– Contract renewals
– Customer support
– Lead distribution
– Quoting and pricing inconsistencies
– Management data
– 7 day invoicing run
• With Workbooks:
– Business wide visibility of payment issues
– Automated renewal reminders
– Improved case management tools:
email2case
– Automatic lead distribution
– Standardised price list and quotation
templates
– Real-time KPIs
– Automated Invoices – 30 minutes
“Workbooks has really transformed the way our business runs
and has started to pay for itself, providing an instant reduction
in IT spend and resource allocated to manual tasks.”
James Gray, CEO
11. www.workbooks.com
www.wizard-systems.com
Northdoor – IT Service Provider
• Existing Systems:
– Salesforce.com
– Lotus Notes (Quoting Tool)
– Lots of spreadsheets
– Word for Invoicing
• Business Pain
– Quoting
Time consuming
Required two different systems
– Order processing
Tracking supplier costs was difficult
Time consuming manual process
Prone to error
– Management Reporting
Difficult to get reliable data from different
systems (accounts, spreadsheets, Salesforce)
Time consuming to produce
• With Workbooks
– Single Unified system for:
Contact management
Sales force automation
Quoting
Order processing
Purchase ordering and invoicing
– Significant improvements to sales team
productivity
– Reliable real-time business KPI
“The Workbooks implementation has been a success for our
business, we now have better visibility of business metrics, have
streamlined our sales order processing and reduced our
operational costs significantly. “
AJ Thompson, Sales Director
12. www.workbooks.com
www.wizard-systems.com
National Landlords Association
• Existing Systems:
– Lots of spreadsheets
• Business Pain:
– Contact management
– Managing remote sales people
– Managing branch meetings
• With Workbooks
– Easy to use CRM Platform
– Access from anywhere
– Streamlined reporting of meeting
and Business KPIs
13. www.workbooks.com
www.wizard-systems.com
Wizard Systems Implementation
• Unlike many vendors, we provide not only world-class
software but also the implementation services required to
guarantee your outcome;
– Change management
– Requirements analysis
– Configuration and scripting
– Data migration
– User training - On-site and online
– 20 Years CRM experience
14. www.workbooks.com
www.wizard-systems.com
Implementation Options
• Self Implement
– You attend the admin training course and
implement Workbooks yourself.
• Supported Implementation
– You lead the implementation and buy services to
help you with aspects such as design reviews,
process automation, data migration etc.
• Shared Implementation
– Our consultants join your staff in a combined
project team to deliver a successful outcome.
• Guaranteed Implementation
– The Shared Success program guarantees a
successful outcome at a fixed price.
COST
TIME
RISK
16. www.workbooks.com
www.wizard-systems.com
Why Cloud?
• No need to install hardware.
• All updates and maintenance done for you.
• No depreciation or ageing of assets.
• Daily backups of your data done for you in the cloud.
• Resilience of multiple data centres (all UK based).
• Greater security of your data.
18. www.workbooks.com
www.wizard-systems.com
What our customers say
‟We chose Workbooks because of its ease-of-use, flexibility and
breadth of functionality and it has definitely met our
expectations″
Keith Haines, CEO, CABA
“Workbooks has become an integral part of our day to day
business and a really great investment. I would recommend
Workbooks from Wizard Systems to anyone”.
Clare Chrishop, Marketing Manager and Sue Hope, New
Business Director, Procure4
“As well as the functionality aspect of the system, we were
looking to work with a partner that understood our needs and
could provide a flexible solution to grow with our business. We
selected Wizard Systems as they gave us confidence that they
could deliver a robust solution.”
Edward Holroyd Pearce, Director, CRCC Asia
19. www.workbooks.com
www.wizard-systems.com
Typical Customers
15 Seats
Business Edition
IT Reseller
22 Seats
Business Edition
Training Business
25 Seats
Business Edition
IT Reseller
15 Seats
CRM Edition
Analyst Relationship
37 Seats
CRM Edition
Hosting
12 Seats
CRM Edition
HR Solutions Provider
30 Seats
CRM Edition
Packaging Business
40 Seats
Business Edition
IT Reseller
30 Seats
CRM Edition
Charity
20. www.workbooks.com
www.wizard-systems.com
Why customers buy Workbooks
No hardware - no software - no hassle
Guaranteed levels of service
‘Windows like’ User Interface
Subscription based pricing model
No large capital costs
‘Joined-up’ business processes
Prospect - to – Cash
UK provider for UK SME businesses
Local customer support and engineering
Web 2.0
Based
Integrated
Applications
Cost
Effective
Customer
Commitment
