Metadigm and Workbooks

Metadigm is a specialist provider of network and security solutions. The company started off with a combination of spreadsheets and an in-house database to organise its customer and supplier operations, but quickly realised that as the business grew this system was becoming ineffective.

Metadigm needed a CRM system that would streamline its processes and incorporate specialist functions, whilst still being easy to use. Its search for the perfect system included a number of CRM systems, from Salesforce to ProspectSoft and of course, Workbooks.

Ultimately, Workbooks was the chosen solution as it could meet Metadigm’s current requirements, as well as being able to evolve and grow with the company.

Download our case study to find out how implementing Workbooks CRM enabled Metadigm to:

  • Simplify its processes for producing sales transaction documentation
  • Improve its overall sales team performance, including lead handling and opportunity management
  • Easily collate and analyse key data to enable accurate forecasting
  • Benefit from broader support for the business

To find out more, download your free copy of our case study today by completing the form on the right.

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