Is Workbooks CRM Your Perfect Partner?
Learn more about Workbooks CRM's capabilities:
Workbooks is a specialized CRM solution tailored for organizations in the manufacturing industry.
As digital transformation in manufacturing continues to accelerate, we’re helping businesses of all scales to deliver more value to customers and gain the competitive edge they need to thrive.
Explore Workbooks here and get to know how our manufacturing CRM software could transform your operations for the better.
Improve the return on investment in sales and marketing
Enhance customer experience and enable new revenue streams
Streamline business operations and integrate with existing systems including ERP
Workbooks offers manufacturing sales teams a platform to streamline customer data management from lead generation to order completion, and analyze team performance on a more granular level.
We equip marketing teams with customer preference and purchasing insights using manufacturing-specific criteria, supporting targeted campaigns and ensuring higher rates of customer engagement.
What you’ll get:
✔ A 360-degree view of your market segments
✔ Streamlined management of all distribution channels
✔ Full ‘lead-to-cash' process management, including order, invoice and payment status tracking
High-quality customer service is a key differentiator for manufacturing companies, but many still implement cumbersome manual systems to track customer information. With manufacturing CRM software, agents can automate support processes and efficiently manage customer queries using one centralized system.
Workbooks empowers support teams to transform their customer service offering and even sell it on to customers as an additional product.
✔ Automation of key support processes across multiple channels
✔ Efficient management of maintenance schedules and warranties
✔ Real-time customer engagement with omnichannel support
While ERP systems are vital in manufacturing, they are usually inadequate for sales and marketing processes. Workbooks supports fast integration with ERP systems, allowing you to leverage existing customer knowledge to support upselling and cross-selling opportunities.
CRM and ERP integration provides a holistic view of all relevant invoices, orders, and supply chain activity. This means you can anticipate production schedules, review stock availability and build a culture of responsiveness to market dynamics.
✔ Full visibility into operational processes to inform decision making
✔ Customer profiling based on industry, purchase history, and historic revenues
✔ Improved targeting of existing clients for new sales opportunities
Why Workbooks CRM is ideal for growing manufacturers
Manufacturers of all scales are recognizing the need to invest in digital transformation over the coming decade, and Workbooks is making this accessible to growing enterprises. As new technology is adopted to streamline business functions, manufacturing CRM software is the key to increasing sales and growing your market share. Drive higher efficiency throughout the lead-to-cash process and leverage customer insights to boost your marketing, sales and customer service efforts.
Workbooks provides a space to centralize all relevant data for the individual staff that need it, with reporting and dashboard functionality. This provides personnel with visibility into important customer purchasing data, order tracking information, production processes and supply chain intelligence. This central repository can help each arm of your business to identify new opportunities, provide high-quality customer service, and make decisions to drive new growth.
Workbooks supports integrations with hundreds of the common business applications and services that you may adopt as you grow. Our team will help you to integrate the platform with each tool and oversee all relevant activities and transactions through the customer lifecycle. Manage your manufacturing and supply chain on the go and automate data transfer from common ERP, quoting and project management systems back into the Workbooks CRM.
