workbooks crm full
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www.workbooks.comwww.wizard-systems.com
A CRM presentation from Wizard Systems
www.workbooks.comwww.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
www.workbooks.comwww.wizard-systems.com
Sample Workbooks Users…
www.workbooks.comwww.wizard-systems.com
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
www.workbooks.comwww.wizard-systems.com
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
www.workbooks.comwww.wizard-systems.com
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
www.workbooks.comwww.wizard-systems.com
Third Party Integrations
WorkbooksONE platform
Direct Integrations
40+ Connectors
www.workbooks.comwww.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
www.workbooks.comwww.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
www.workbooks.comwww.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
www.workbooks.comwww.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
www.workbooks.comwww.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
www.workbooks.comwww.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
www.workbooks.comwww.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
www.workbooks.comwww.workbooks.com
WORKBOOKSOptional Slides
www.workbooks.comwww.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.
www.workbooks.comwww.wizard-systems.com
Community Site
www.workbooks.comwww.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
www.workbooks.comwww.wizard-systems.com
Typical Customers
15 SeatsBusiness Edition
IT Reseller
22 SeatsBusiness EditionTraining Business
25 SeatsBusiness Edition
IT Reseller
15 SeatsCRM Edition
Analyst Relationship
37 SeatsCRM Edition
Hosting
12 SeatsCRM Edition
HR Solutions Provider
30 SeatsCRM Edition
Packaging Business
40 SeatsBusiness Edition
IT Reseller
30 SeatsCRM Edition
Charity
www.workbooks.comwww.wizard-systems.com
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