What other organizations think of Shared Success
“The process working with Workbooks was unique. We had tons of sticky notes all over the walls as to what our needs were and what our wants were. They were all hands-on deck, analyzing what each department needed to go into the system. And at the end of the day, they took all those sticky notes and comprised a list for us to move forward with that process.
We then decided to move forward with Workbooks, did a training session, and Workbooks was right there behind us. Of course, you have tweaks that are needed, but for the most part it was successful and very well accepted by our salesforce”
Chris Roessler, Vice President, Marketing & Advertising, Rotary Corporation
“I’ve been involved in a CRM implementation before, so I know that this is always the tricky part. You need to align fields, map them across and then ensure everything comes over correctly. It’s vital to get it right and it’s always challenging. But Workbooks made it very easy. In fact, throughout the implementation, Workbooks have been incredibly helpful.”
Jenny Prince, Business Change Manager, LLWR