In today’s market, CRM vendors are constantly competing for a larger share of the industry. However, the majority of CRM providers have failed to meet the needs of mid-market organizations, which typically have smaller IT budgets and limited in-house IT teams but require depth and breadth in functionality. This gap in the market frustrated John Cheney, a serial entrepreneur, who decided to create a business plan for Workbooks, a single SaaS platform that companies can utilize to run their business.
Cheney, the Co-Founder and CEO of Workbooks-UK, experienced these issues firsthand, which led him to create a platform that distinguishes itself from other services by being cost-effective at 50-70% less than alternatives like Salesforce or Microsoft. Workbooks offers more than typical CRM functionalities; their services include marketing automation, event management, order management and fulfillment, invoicing, and supplier management. With extensive experience tailoring its services to specific sectors, Workbooks has become one of the leading CRM solution providers for the mid-market in the UK.
After seeing success in the UK, Workbooks management team saw an opportunity to enter the US market in 2018, with their US operation being led by Dan Collins, an early Angel Investor of Workbooks, and supported by SVP – North America, Penny Lowe. Workbooks focuses on the Manufacturing and IT sectors, as well as Professional Business Services, where they have extensive experience tailoring its service.
Workbooks unites the entire organization around data and processes, promoting teamwork and collaboration. It provides a single 360-degree view of customers, and the information is accessible at all touchpoints. Workbooks offers integrated Marketing Automation capabilities, an advanced email marketing tool to easily and efficiently target your audience, a web analytics tool to identify anonymous website visitors, survey, and pop-up tools to increase engagement.
Workbooks offers various services around its platform, including Implementation, Jumpstart, Shared Success, Ongoing services, and Training. Workbooks leadership team is driven by the core values of Customer First, Co-operative, Committed, Creative, and Competitive, and their behavior or decisions revolve around these core values.
Dan Collins, with his unique leadership approach, has grown several businesses both nationally and internationally. He believes that an effective leadership approach is the blend of experience and determination. Workbooks has a strong product vision and development capability. Working closely with customers to understand their pain points and requirements, they provide the additional functionality customers need. Workbooks is constantly looking forward to future advancements and believes the future will provide companies with the platform to drive increased revenue, improve customer experience, reduce operational costs, and improved business decision-making through better visibility of key metrics.
