The 50 Most Influential People in Sales Lead Management for 2014


Ian Moyse, of Workbooks CRM, has been voted by the members of the Sales Lead Management Association (SLMA), as one of the most influential people in Sales Lead Management for 2014. Members voted for up to three people from the list of nominees. The nominees came from many areas including CRM and marketing automation software, database management, telemarketing, consulting, fulfillment, higher education and publishing companies.

Ian is the first from the UK to make the top 10 listing, coming in at number 9 of the 50 listed and is the highest ranked on the list from the CRM community.

Nominators quoted:

“In my dealings with Ian as a business partner, he is responsive (often out of hours) and detailed in his assistance and rapid to ensure we get the best possible service and help in winning business.”

“I have engaged with Ian over the last 2 years as a customer. From the very first communication, Ian has demonstrated expertise, professionalism, flexibility and a willingness to help. Whether my query has required a 30 second answer or a more detailed response, Ian has consistently delivered to the highest of standards. He is absolutely a worthy nominee.”

“I worked with Ian now across a number companies. He has never failed to deliver. Pleased to nominate him.”

Ian commented “I am pleased to be nominated and reach the final list based on voting by SLMA members and even more pleased to be the first from the UK to make the top 10 in the years these awards have been running.”

Ian’s winning profile can be viewed here. Photos of all the winners for the annual election and nomination forms are available for viewing by going to the SLMA site. Only SLMA members were allowed to nominate and vote for up to three people. The video of the winners can be viewed here.

Workbooks Wins Best Sales and Marketing Solution in USA UP-Start 5th Annual Cloud Awards

Up-Start Awards Logo

Workbooks CRM has been announced as the winner in USA UP-start 2014 cloud awards as best Sales and Marketing Solution having been a finalist and runner up in 2013.

The awards, which span 15 categories, are aimed at identifying the best cloud computing contributions to the business and technology community.

This adds to a number of USA accolades for Workbooks such as being rated #1 CRM for customer satisfaction by USA review site G2 Crowd, being rated Best in 3 categories in the Gleansight Analyst CRM report, winning CRM Wars 2014, being awarded Cloud Computing Excellence Awards in both 2014 & 2013 by TMC, being recognised with an award forMost Innovative Cloud Best Practice by Channel Partners in 2014 and winning a TMC 2014 Cloud Computing Product of the Year award.

Ian Moyse, Sales Director at Workbooks commented: “It is pleasing to see our continued recognition in the USA awards and analyst reports for the strength of our CRM offering against big brand names that carry far greater costs. Customers, reviewers and analysts alike are validating Workbooks service and functionality strengths against others, whilst we allow customers to often save 35-70% on their license costs. This win is particularly pleasing as it is a pure USA award for best CRM solution. We are looking forward to a strong 2015 year of continued growth and awards ahead.”

BasePlus selects Workbooks CRM to streamline its telesales and marketing activities

BasePlus, a leading international telesales and demand generation organisation specialising in the IT sector, has selected Workbooks CRM to underpin their sales and marketing efforts.

BasePlus was looking for a solution to replace CallPro. The company wanted to implement an intuitive CRM solution that would deliver an improved user experience and enable the team to manage its workflows and activities in a more streamlined and effective manner.

Paul Hart, Managing Director at BasePlus, commented: “We were impressed by the Workbooks CRM system. Our previous system had been heavily tailored to represent the workflow of our unique process, but still left us with challenges in reporting granular detail to our customers. We were seeking a system that would deliver a more intuitive user experience, with high adoption rates across the team, as well as enabling more detailed and granular reporting to our customers.”

Paul continued: “We are confident that Workbooks will be able to deliver this. I particularly like how quick and easy it is to create and manage activities within Workbooks, the speed with which you can navigate the ‘Windows-style’ desktop, and the ease of finding and segmenting data. Our CRM system administrators have already seen how much quicker it is to carry out complex tasks compared to our previous CRM”

Ian Moyse, Sales Director at Workbooks, commented: “We are pleased to be selected by a leading international telesales and demand generation organisation that recognises the difference that the right CRM makes. BasePlus are sales experts in their own right, acting on behalf of companies such as Oracle, HP, IBM and Intel, so we take it as high praise that they value Workbooks CRM above others in the market.”

Paul went on to say: “It was an added bonus to us that Workbooks can be self-implemented and that we will easily be able to customise the system to meet our on-going needs after the initial implementation.”

Shipley selects Workbooks CRM as the tool to help improve its Clients’ buying and delivery experience


Business capability improvement specialist, Shipley Limited, has selected the Workbooks cloud-based CRM solution to streamline its sales and delivery operations, as well as provide its Clients with better visibility of their engagements with them.

“We needed a cost-effective solution to replace our existing Salesforce CRM, which had been used for around six years as an opportunity-tracking and pipeline management tool,” said Tony Birch, Managing Director at Shipley. “Our adoption of the Salesforce system was poor and it would have required a considerable investment, on our part, to integrate it into the operational part of the company.  So, when a client of ours recommended Workbooks, we arranged an online demonstration.”

As a business consultancy, Shipley was quickly able to prepare a CRM requirements document for Workbooks to assess, and identified core CRM capabilities such as planning and measuring marketing campaigns, recording and reporting on sales activity, integration with Outlook for email and calendar synchronisation, tracking opportunities and configurable sales dashboards.

“In addition to the typical CRM functionality we knew Workbooks could provide, our specific requirements also included a workflow to better connect sales and delivery, managing delivery resources, and managing the logistics for delivering training and consulting events,” explained Paul Deighton, Client Solutions Director. “It was also very important for us to find a partner with the flexibility to meet our developing needs.”

Following a detailed requirements analysis and selection process, Shipley chose Workbooks to replace the existing Salesforce CRM system, improve the solution with enhanced capabilities and provide for future integration with Sage accounts to streamline ‘back office’ operations.

“Workbooks is increasingly being chosen by training companies and we are proud to be chosen by Shipley,” commented Ian Moyse, Sales Director at Workbooks. “Shipley is another customer opting to move from Salesforce to Workbooks to gain business benefits, an easier to use interface and considerable cost savings.”

Tony Birch said, “We have been very impressed by the thorough and professional approach of the sales and implementation teams at Workbooks, and we’re looking forward to enjoying the benefits of our new solution.”

Workbooks Recognised as #1 CRM for Customer Satisfaction by G2 Crowd

G2 crowdWorkbooks, one of the fastest growing providers of web-based CRM and business applications, has been recognised as having the highest customer satisfaction rating and rated a high performer by  G2 Crowd, the trusted site for enterprise software reviews. G2 Crowd named Workbooks a High Performer in its Grid for CRM. The Grid by G2 Crowd helps businesses select the best CRM software based on insights aggregated from customer reviews and social data.

In its Fall 2014 report Workbooks is shown in the G2 CRM Grid Ranking as having the highest Customer Satisfaction ahead of systems such as Salesforce, MS Dynamics, Sugar and Netsuite.

Workbooks achieved High Performer status thanks to the high satisfaction reported by its customers, who became G2 Crowd users and reviewed the Workbooks CRM product. In their reviews, Workbooks customers reported very high satisfaction and ease of use and adoption in comparison to other CRM systems.

John Cheney, CEO at Workbooks, commented, “We are pleased at the continuing recognition Workbooks receives from both analysts and awards and our continued high rating from real customers for our ease of use, user adoption and affordability.  We thank our customers for their continued support in rating us as the best CRM for all round customer satisfaction. This accolade follows our recent recognition by the 2014 Cloudy Awards who recognised us for Most Innovative Cloud Best Practice and we look forward to continuing our growth and recognition success into 2015.”

Matt Gorniak, Cofounder and COO at G2 Crowd, commented, “Our site gives real users a voice and enables them to share their experiences with enterprise software with peers. This process delays the emergence of more innovative solutions, and buyers might miss newer technologies that could be a better fit. Workbooks is a great example of how G2 Crowd works in real time, giving awareness and visibility to a highly rated CRM that otherwise many customers would not have found to consider.”

G2 Crowd provides a trusted resource for the enterprise technology community by authenticating its users through LinkedIn and validating their contributions to ensure that reviews submitted reflect authentic feedback from real software users. G2 Crowd’s founders, during their 15 years in the enterprise software industry, saw the shortcomings and inefficiency in the software selection process, which relies primarily on business users slogging through vendor spin, industry-sponsored white papers and dated analyst reports.

Workbooks has consistently demonstrated a position of innovation and as a challenger to the bigger names of Salesforce and Microsoft Dynamics by winning Network Computing’s CRM Product of the Year 2014 & 2013. Workbooks also is rated by the Gleansight Analyst report on CRM as one of the leaders across four CRM categories: Ease of Use, Ease of Deployment, Features and Functionality and Overall value.

Workbooks Honored with 2014 Cloudy Awards

 Channel Partners , a resource for indirect sales channels offering IT and telecom solutions, is pleased to announce that Workbooks has been selected as a winner of the 2014 Cloudys Cloud Channel Innovation Awards.


Twenty-five winners were honored during an awards ceremony on Sept. 8 at Cloud Partners, a Channel Partners event, in New Orleans. These winners will be featured in a Channel Partners’ November/December print issue as well as a digital issue that can be downloaded from The Cloudys Immersion Center The 2014 program was underwritten by Verizon.

“The response to the inaugural Channel Partners Cloudys awards has been overwhelmingly positive,” said Khali Henderson, Editor-in-Chief of Channel Partners. “This program rewards innovation across the cloud ecosystem and success in a world where traditional distinctions among developer, vendor, provider and partner blur.”

Workbooks  was honored by Channel Partners for Most Innovative Cloud Best Practice.

John Cheney, Workbooks CEO commented “We are pleased to be recognized again for our cloud CRM service amongst prestigious and global competitors. We have had a year of consistent validations from third parties including analyst recognitions such as G2Crowd and Gleansight and awards such as CRM of the Year, Winner of CRM Wars and a Cloud Computing Excellence award from TMC. Our growing customer base validates recognition of our drive to deliver secure, intuitive and affordable cloud CRM to the market.”

To determine the winners of The Cloudys, companies completed an application that asked them to demonstrate how they are driving innovation in the cloud channel — either for their partners or for their business customers.

Channel Partners editors evaluated and scored all applications to determine the winners in five categories, including:

  • Most Innovative Cloud Service
  • Most Innovative Cloud Customer Deployment
  • Most Innovative Cloud Partner Business Model
  • Most Innovative Cloud Best Practice
  • Most Innovative Cloud Enablement Tool

The evolution of marketing with online CRM software

Effective online CRM software transforms your marketing efforts and brings a sophisticated approach to your activities


The “aggressive” growth ambitions of many businesses place excessive demands on the marketing team: not only are they tasked with determining key areas of business expansion, they also need to exploit multi-channel marketing, manage third-party agencies and justify expenditure with clear Returns on Investments.

Effective online CRM software should be at the heart of all these activities but all too often it is regarded as nothing more than an unsophisticated way of recording customer data.

Our latest eBook explains the key steps that today’s Marketers need to take if they are to evolve from a primitive use of CRM to a highly sophisticated approach that reaps the full benefits that online CRM software has to offer within a corporate growth model.

The First Age of CRM

Build a detailed, accurate and complete database of both customers and prospects. The analysis of transaction data, lapsed customers, top-selling products and customer profiles will help marketers understand the total lifetime cost and value of each customer.

The Second Age of CRM

Armed with accurate customer and prospect insight, marketers can transform the effectiveness of on-going campaigns. By using marketing automation tools, intelligent email marketing and tailored landing pages with targeted calls to action, in combination with accurate customer profiles, they can improve lead flow and conversion rates.

The Third Age of CRM

Marketers use the CRM system effectively to close the loop between marketing and sales and transform the effectiveness of lead generation and sales conversion. Leads should be followed up on or marked with a ‘qualified out reason’ to refine lead generation programmes, either internally or via a third party agency.

The Fourth Age of CRM

A company-wide CRM commitment creates a better understanding between sales and marketing. This means ensuring the right level of user training to ensure everyone knows how to get the most out of the system and keeping it simple: an overly complicated system will be counter-effective.

The Fifth Age of CRM

Marketers truly come of age and are free to explore new channels such as social media to improve brand awareness and generate new leads. The same metrics management should be embedded to ensure qualified sales opportunities regardless of online channel.

To find out why organisations should stop banging their heads against the cave wall and ensure their marketing moves forward into the 21st Century and beyond, download our latest eBook ‘Stepping into a new age of Marketing with CRM‘ here.

Workbooks awarded today announced that TMC, a global, integrated media company, has named the Workbooks cloud based CRM solution as a 2014 Cloud Computing Excellence Award winner for a 2nd consecutive year.

The Cloud Computing Excellence Award, presented by Cloud Computing magazine, honors vendors that have most effectively leveraged cloud computing in their efforts to bring new, differentiated offerings to market.

Workbooks awarded

Rich Tehrani, CEO at TMC commented: “We’ve seen remarkable progress in the cloud computing industry within the past twelve months, making this a very competitive process. It’s our pleasure to recognize such impressive contributions to the cloud marketplace.”

The Workbooks CRM and business applications help organisations to increase sales and automate key business processes. Workbooks won CRM Product of the Year at the Networking Computing Awards earlier in the year, another award that it has now received two years in a row, and has been shortlisted in the 2014 EuroCloud Awardsfor its case study with Coeliac UK.

Reading based Workbooks takes on the ‘Goliath’ of CRM with its latest free migration offer

Workbooks won CRM of the Year 2014 & 2013, a British cloud-based CRM provider, has launched an incentive aimed at customers offering to replace their implementation for free. will provide a free data migration service, ensuring that all of the customer’s data is migrated into their CRM system, and they will also supply the subscription licences for free until the end of the customer’s existing subscription. (*Terms apply).

With the promise of additional ‘out-of-the-box’ business functionality, a more affordable licence cost, and direct vendor support, has already successfully migrated a number of customers to the Workbooks CRM system.

Alistair Norman, Director at Tomorrow People, a Workbooks customer that migrated from, commented: “Workbooks is not only far more cost-effective than, it is also more intuitive for our users and much easier for us to customise. We also like the fact that Workbooks keeps our customer details in the UK compared to Salesforce, who kept all our data in the USA. We were impressed by the breadth of functionality in Workbooks, the fact that we are dealing directly with the vendor, and how easy they have made it to migrate from Salesforce. Like many, we initially opted for a big brand name and quickly realised that it comes with cost and complexity.”

Workbooks is a cloud based CRM founded, supported, developed and hosted in the UK since 2007. Workbooks recently won CRM Product of the Year 2014 at the Network Computing Awards, in a competitive category which included Salesforce, Microsoft Dynamics and a range of other large CRM vendors, and it has recently received a2014 TMCNet Cloud Computing Excellence Award. Earlier this year, Workbooks CRM was recognised as a High Performer in the latest Grid for CRMSM, published by independent business software review site G2 Crowd, and ranks the highest for customer satisfaction out of all the CRM vendors featured on the site.

AJ Thompson, Sales Director at Northdoor, another Workbooks customer that migrated from, commented: “Switching from to was pretty straight-forward as the Workbooks team helped us with the data migration. Workbooks had all the same functionality we used in, but in addition our sales team can now track the progress of orders, and can now see a customer’s order history. Having all the transaction data in one place has had real benefits for our business.”

For more information and to see the Terms and Conditions that apply, click here. Or contact Workbooks directly to see if you qualify for a free data migration.

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