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.”

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