Workbooks Sales

What is Workbooks Sales?

With Workbooks Sales, improve your sales performance. Work more efficiently, better identify opportunities, close more deals, and increase revenue.

• Improve sales execution and win more business
• Manage your sales team with real-time reporting and activity tracking
• Increase sales productivity with automated workflows, easy collaboration, and an accessible mobile app anytime, anywhere
• Improve forecasting through the visibility of your pipeline
• Making insightful decisions

Workbooks Sales DE features

CONTACT MANAGEMENT

Use all interactions to capture knowledge and map relationships. Sync with Outlook, Exchange/Office 365 or Google Apps. Profile customers and tailor their approach.

TRACK SALES ACTIVITIES

Record sales activities to ensure that opportunities progress effectively and that no calls are ignored.

OPPORTUNITY MANAGEMENT

With Workbooks Sales , apply common methodologies to drive excellence in execution throughout the sales cycle and improve conversion rates.

AUTOMATED WORKFLOWS

Automate repetitive tasks and remove the administrative burden so reps can focus on building relationships and sales.

ACCURATE FORECAST

Allow sales to predict, easily identify the "best case" and "compromise" and gain an insight into the likelihood of reaching the goal.

SALES PERFORMANCE METRICS

With Workbooks Sales , generate reports and dashboards for real-time visibility into pipeline performance and individual sales representative. Easily identify areas for improvement.

ACCOUNT MANAGEMENT

Get a 360° view of all customer interactions. Track activities, cross-selling opportunities and superior sales and identify at-risk customers.

SUBSCRIPTIONS AND RENEWALS

Automatically remind customers when their contracts should be renewed. Identify renewal fees and predict future subscription levels.

ORDER CREATION AND PROCESSING

With Workbooks Sales, turn quotes into orders with a single click. Track the status of orders as they are fulfilled and invoiced. Use electronic signatures for fast and reduced paperwork.

QUOTES

Enrich workbooks are a free module that comes with our CRM. It provides users with richer information about contacts in their CRM.

MOVABLE

With Workbooks Sales , access data anytime, anywhere, anywhere, and on any device using the mobile app, to increase productivity.

MAPPING

Plot records on a map - to increase the efficiency and productivity of field reps.

WORKBOOKS ENRICH

Enrich workbooks are a module that comes with our CRM. It provides users with richer information about contacts in their CRM.

WANT MORE FUNCTIONALITY?

Improving sales order processing can positively affect the cash order cycle and customer experience. Workbooks offer advanced out-of-the-store order processing features that help you achieve efficiency throughout the sales order process.

Workbooks have recently added Configure, Quote(CPQ) functionality to simplify and automate complex quotation processes, empowering sales teams to create quotes quickly and accurately.

Sales and marketing work side by side. In addition to CRM, workbooks also offer a set of marketing automation tools that enable full visibility and demand funnel management. For more information about the marketing automation features of workbooks.

System requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD / SSD: 50 GB of free space on the main drive

Operating system: Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit

Resolution: 1024×768