Workbooks crm full


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  • Workbooks has approaching 300 paid customers and 300 customers on the free edition.
  • Workbooks crm full

    1. 1. A CRM presentation from Wizard Systems
    2. 2. 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
    3. 3. Sample Workbooks Users…
    4. 4. 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. 5. 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. 6. Workbooks Platform Workbooks CRM Edition Leads Opportunities ForecastsCases Quotations Campaigns Email marketing Workbooks Business Edition Customer Orders Customer Invoices Contracts Supplier Orders Pricing Schemes API Data StorageHigh AvailabilitySecurity Model Organisations People Activities & Events Product Book Notes DashboardReportingViews Web 2.0 Interface E-mail Output Documents WorkbooksONE Platform Automation Engine Scripts Buttons Mobile Clients Outlook Plug-in Website Integration Third Party Integrations
    7. 7. Third Party Integrations WorkbooksONE platform Direct Integrations 40+ Connectors
    8. 8. 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. 9. 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. 10. 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. 11. Northdoor – IT Service Provider • Existing Systems: – – 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. 12. 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. 13. 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. 14. 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
    15. 15. WORKBOOKS Optional Slides
    16. 16. 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.
    17. 17. Community Site
    18. 18. 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. 19. 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. 20. 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
    21. 21. Thank you for attending Contact Wizard Systems for more information 01454 316800