Support:
Get co-funded consultancy

Products: Don’t waste time deciphering complicated modules and editions

Feel like your CRM could be doing more for your business? That’s why we do Shared Success workshops. During these interactive sessions, you can talk to a Workbooks’ consultant to build a picture of how your business works, where improvements are needed, and understand your key goals. They’re a great way to better understand how a CRM can help your business – and you don’t have to commit to buying from Workbooks.

A workshop helps you to:

Reduce the number of systems you’re using
Highlight silos or opportunities you may not be aware of
Give you an estimate of how much time and money you’ll save
Avoid overspend with a clear plan of what’s needed
Get buy-in from key stakeholders
Reach your end goal faster with a more efficient deployment

We co-fund the workshop, charging 50% of our normal consultancy rate so that our workshops are affordable for all of our customers.

TechRadar called out our Shared Success workshops as the stand-out feature compared to other CRM providers.

“Its primary differentiator is its Shared Success program, which gives customers access to free consulting hours, along with annual workshops to ensure that Workbooks continues to align with a client's business goals.” - TechRadar 2024

Learn more about Shared Success

Workbooks CRM edition includes both sales and support functionality in the same license.

Salesforce requires you to buy both, so if you want the Professional edition for Sales and Service Cloud,
it increases to £64/$80 or £140/$165 for Enterprise.