What is Workbooks?
What do you like best about Workbooks?
I like the callback system on workbooks, this allows me to keep a close eye on where I am at with my workload and ensure I don’t miss any callbacks. I would say this could be improved by having an alert system when I am meant to call somebody back at say 2pm.
The ease of use and being able to navigate the system is very useful. The level of reporting on activities, opportunities, existing customer information and sales forecasts.
It’s easy to use, easy to customise and the reporting functionality is brilliant. The training videos make it easy to train staff and refresh skills. I like that Workbooks is constantly evolving. The team is continually adding functionality and enhancing the user experience based on direct feedback from their client base. They’re not a faceless organisation hiding behind chatbots and FAQ posts. When you need help, they’re there, working with you to give you the support you need.
Integration with MS Outlook – all the e-mail and calendar functionality. This is much better than Goldmine. The Workbooks Add-in is a potentially useful function but below are the shortfalls in its capability.
What do you dislike about Workbooks?
With workbooks I find that the system itself could be smoother in the transitions, when you click an item twice it opens twice which would be better if this was once, As well as this when you have multiple tabs open it can get quiet messy, this would work better in a browser like format like google.
The most notable thing is the fact that scheduled activites once closed down or completed on Workbooks if you have the Outlook integrator it will remove them from your Outlook calendar as well. I wish they would remain in place.
Most of my gripes have been addressed over time as Workbooks has evolved, or the Tech team has shown or created solutions for me. In the early days, information was too many clicks away, but that has got a lot better with recent releases and our own customisation of form layouts.
Linking and Synchronising MS Outlook with Workbooks.
Choosing whether to link e-mails to a person or organisation is unclear. This means the e-mail history and Summary need to be trawled through and filtered to identify a discussion trail. Goldmine was much easier.
The Calendar’s inability to synchronise recurrent meetings is ridiculous.
Workbooks need the ability to record multiple e-mail addresses for people and organisations.
Search defaults to close after a selection is made. This needs to remain open as a default.
Quotations cannot be amended and a new one, with a new number, needs to be created. Amending the quotation with versions retained would be useful.
What problems is Workbooks solving and how is that benefiting you?
Workbooks is used to store a massive amount of data for my company which I without that sort of organisation would be a real big hassle to quantify. The search and filter features on there really help with finding the data I need from this as well.
Workbooks has helped with being able to record relevant information agaisnt customers and give the sales team a greater way of registering opportunities and being able to stay on top of these.
Data accuracy across teams. Customer insight. Better account management. Campaign management. Greater efficiency
Not a lot, just yet. We are still struggling to adapt to the new work processes and referring back to Goldmine too much. Business performance is not yet increasing as a result of the transfer.
Features
-
-
-
-
Interaction Tracking
-
-
-
-
Activity Dashboard
-
-
-
-
-
-
-
Pros
Cons
$34.00 /month
Yes, has free trial
Yes, has free version