Workbooks crm full

www.workbooks.comwww.wizard-systems.com

A CRM presentation from Wizard Systems


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

http://gcloud.civilservice.gov.uk/


Sample Workbooks Users…


The Problem

Finance & Admin

PricingQuotations

Competitive Info

PricingQuotations

Competitive Info

ProspectsCustomersQuotationsActivities

ProspectsCustomersQuotationsActivities

ContractsOrders

ContractsOrders

CustomersSuppliers

Transactions

CustomersSuppliers

Transactions

Sales & Marketing

Customer SupportContracts

CustomersSuppliers

ContractsCustomersSuppliers

General Information

People

Products

Sales Leads &Opportunities

Organisations

Emails

Forecasts

Contracts

Activities

CustomerTransactions

Projects & Cases

Notes & Documents

Supplier Transactions

API

WorkbooksONE Platform

Security & Sharing

Guaranteed SLA

99.5%

Customisation


Why customers buy Workbooks

ReducedOperational

Costs

IncreasedSales

ImprovedQuality 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


Workbooks PlatformWorkbooks CRM EditionWorkbooks CRM Edition

LeadsLeads OpportunitiesOpportunities

ForecastsForecastsCasesCases QuotationsQuotations

CampaignsCampaigns Email marketingEmail marketing

Workbooks Business EditionWorkbooks Business Edition

Customer OrdersCustomer Orders Customer InvoicesCustomer Invoices

ContractsContracts Supplier OrdersSupplier Orders

Pricing SchemesPricing Schemes

API

API

Data StorageData StorageHigh AvailabilityHigh AvailabilitySecurity ModelSecurity Model

OrganisationsOrganisations PeoplePeople Activities & EventsActivities & Events

Product BookProduct Book NotesNotes

DashboardDashboardReportingReportingViewsViews

Web 2.0 Interface

E-mailE-mail

Output Documents

Output Documents

WorkbooksONE Platform

Automation Engine

Automation Engine

ScriptsScripts ButtonsButtons

Mobile Clients

OutlookPlug-in

WebsiteIntegration

Third PartyIntegrations


Third Party Integrations

WorkbooksONE platform

Direct Integrations

40+ Connectors


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


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


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


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


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


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


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

www.workbooks.comwww.workbooks.com

WORKBOOKSOptional Slides


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.


Community Site


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


Typical Customers

15 SeatsBusiness Edition

IT Reseller

22 SeatsBusiness EditionTraining Business


IT Reseller

15 SeatsCRM Edition

Analyst Relationship

37 SeatsCRM Edition

Hosting

12 SeatsCRM Edition

HR Solutions Provider

30 SeatsCRM Edition

Packaging Business


IT Reseller

30 SeatsCRM Edition

Charity


Why customers buy Workbooks

No hardware - no software - no hassleGuaranteed levels of service‘Windows like’ User Interface

Subscription based pricing modelNo large capital costs

‘Joined-up’ business processesProspect - to – Cash

UK provider for UK SME businessesLocal customer support and engineering

Web 2.0Based

IntegratedApplications

CostEffective

CustomerCommitment

www.workbooks.com

Thank you for attending

Contact Wizard Systems for more information01454 316800

www.wizard-systems.com

Workbooks crm full

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