Red flags when working with your existing CRM provider
PRODUCT
The functionality isn’t living up to expectations
The bullsh*t: This can happen because your CRM software hasn’t been implemented well. If a CRM provider hasn’t taken the time to understand your business and your needs, your CRM won't have the functionality you require.
If you’re contacting support and they’re telling you to pay more to get the features you need, you need to question why they didn’t get your package right the first time.
The solution: Shared Success is Workbooks’ way of making sure your implementation gives you the functionality you need. You’ll join a workshop with our consultants where you’ll work together to map out your challenges. We take the time to understand your business and in turn, we’ll give you what you need straight away.
PRICE
Your discount ran out and then the price went up dramatically
The bullsh*t: You could be offered an awesome-looking discount on user licenses. CRM providers do this to get you on board. And if you’re comparing providers, they may look like the cheapest initially. But once the discount ends you can find your costs at least doubling.
The solution: You won’t get any gigantic discounts with Workbooks. But that’s because we’re consistently affordable in the first place. Sometimes with other providers your long-term costs skyrocket when the discounts ends. With us, you’ll get an affordable price every year and you know exactly what you need to pay with no surprises – saving you money long-term.
You overspent on your CRM
The bullsh*t: If you found yourself spending more money than expected on integrations, extra functionality or your implementation, it could be down to your CRM provider’s lack of transparency.
Some CRM software requires lots of additional apps to get the functionality you need – each having their own cost. If you overspent on your implementation, it’s likely that the work wasn’t scoped out and priced correctly in the first place.
The solution: Workbooks has clear, up-front pricing and comes with lots of functionality that’s ready out-of-the-box. This reduces the need for lots of additional apps.
SUPPORT
Slow support response times
The bullsh*t: Waiting forever to get a response? Poor help desk support? Speaking via chat bots or email? All of these are common with certain CRM providers.
The solution: Workbooks has account management teams based in the US and the UK, service desk support that’s available over the phone or via email, and a Knowledge Base for online support. Customers stay with us for over 10 years on average because of our great support.
The terminology your support teams use is confusing
The bullsh*t: Many people find that there’s inconsistent terminology between accounts and invoices – it can make it much harder to understand the number of licenses you have and how much you’re really spending.
The solution: At Workbooks, we like to keep things simple. All of the information about your renewals, editions, licenses and support are kept clear so that you’re always confident with where you’re at.
