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User review of Workbooks

Managing and promoting sales with Workbooks

- by Courtney

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

I am running a specific business, so I wanted something to suit the needs without a technical expert behind the well to do customization miracles. As easy as it is, Workbooks was personalized in no time, and I perceive it as a tool that was always here. I track all of my activities, and plan new ones, and I keep all team members up-to-date in order to organize a successful sales process. Long story short, I set priorities, and I know very well who I am supposed to work with. I guess that the ultimate benefit for every S&M business is managing leads with accurate information.

What aspects are problematic or could work better?

The program is, as expected, too slow with low quality connection, that's not the program's fault but I find it frustrating. If I could, I'd grant all team members with access to the system, but unfortunatelly the license is too expensive for my financial capacity.

What specific problems in your company were solved by this product?

We're never running out of leads, and the ones we have are not duplicating themselves. All team members that are involved in the system use the app to transfer leads to me from wherever they are. Such amazing level of communication is critical for our sales. Just recently, I hired a business consultant because I can afford it, and we are both managing performance now.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I use it myself

How long have you been using this product?

Less than 1 month

COMPANY DETAILS

What is your company size?

More than 100 Employees

What is your industry?

Education Management

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

no

How many people in your company actively use this product?

several employees

PRICING & COSTS

How long is your contract with the vendor?

1 year

FEATURE DETAILS

No information provided by the reviewer.

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