Wizard Systems

Workbooks CRM User Case Study - How Workbooks keeps track of leads & opportunities

Find out how AbBaltis use Workbooks to keep track of leads & opportunities and now have full visibility and traceability of all their customers. Watch their story here:

 

 

Workbooks CRM Case Study - Forum of Private Business - How Workbooks got rid of the Frankenstein Monster! Implemented by Wizard Systems

The Forum of Private Business is a not-for-profit organisation offering support to companies – most of which employ fewer than 50 employees – about many aspects of running a business, from employment law, HR and health and safety, to finance, legal, compliance, marketing and sales.

Until 2017, the Forum relied on a cobbled-together CRM solution based on an old, unsupported version of Microsoft Dynamics, which included an integrated Sage 200 Enterprise Resource Planning (ERP) system.

Over the years, the old CRM system was modified numerous times to make it fit the Forum’s requirements – but those modifications were undocumented, which eventually made the whole system unmanageable and impossible to update. The lack of documentation made support and training increasingly problematic too.

Read more about the Workbooks system installed by Wizard Systems helped get rid of the 'Frankenstein Monster'.........

Download Forum of Private Business Case Study - Workbooks

Sage CRM Case Study - Zest Publications implements a fully scalable CRM system to help it drive growth, improve efficiencies

Sage CRM has transformed the way Zest do business by providing greater visibility of its customers. Through customised dashboards and reports, Zest are now able to react faster when sales are made and provide the customer with an excellent personalised service.

Download Sage Success Story Zest

For more information on Sage CRM, contact Wizard Systems.

 

Good Salon Guide brushes up sales with the implementation of Workbooks CRM

Good Salon Guide, the only independent guide to standards in the hairdressing and beauty

 

industries, has implemented Workbooks CRM to create a single source of all customer and prospect information. Improved reporting has enabled the company to evolve its sales model from customer number to customer value; while new customer segmentation and integration with both its website and MailChimp is supporting a far more effective marketing and sales model.

 

Read the full case study

Download Good Salon Guide Success Story

For more information on Workbooks CRM, please contact Wizard Systems.

 

 

 

Not Going To Uni sees licence costs halved with move to Workbooks CRM from Salesforce

Not Going To Uni (NGTU) is the UK’s leading website dedicated to helping school and college leavers make informed decisions about their future. Founded in 2008, the website shows the opportunities that exist outside traditional university, including apprenticeships, sponsored degrees, diplomas, gap years, distance learning and jobs. For the past four years the company has used the Salesforce CRM to maintain contact with its advertising clients. However, a number of business changes, including acquisition and the decision to replace its QuickBooks accounting package with Sage 50 to meet the demands of a fast growing organisation, prompted the company to reevaluate the Salesforce product. Craig Abrahart, Managing Director at Not Going To Uni, says, “Even with discounted license prices,the cost of staying with Salesforce was quickly becoming prohibitive. So we had to look for a more cost-effective and superior solution and a CRM consultant recommended Workbooks.

Download the full case study to see why they changed to Workbooks....

Download Not Going To Uni case study

For more information on how Workbooks CRM could benefit you or if you're a Salesforce User and you want to save money, then contact Wizard Systems.