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EST Marketing and Workbooks

EST Marketing is one of the leading providers of telephone support and lead generation for IT companies. At first, the company was using a combination of spreadsheets and Microsoft Outlook to manage customer tracking and prospecting. Realising it needed a more centralised system, EST Marketing decided to implement a free Microsoft CRM, but six months later and it had made no progress.

Following a re-evaluation of its requirements, EST Marketing discovered that Workbooks CRM was far more suited to its needs. The company needed a web-based system that would be easy to adopt and implement quickly, and Workbooks offered this and more.

Download our case study today to find out how Workbooks helped EST Marketing to:

  • Gain value from effective customer and partner tracking
  • Better manage its prospects and sales pipeline to increase productivity levels
  • Improve new business forecasting and resource planning
  • Streamline business processes across the wider organisation.
  • Drive business growth with a system that underpins all sales and marketing activities

Want to find out more? Complete the form on the right to download your free copy of our case study today.

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