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4 months ago
Pros: Workbooks is like an assistant who takes care of organizing relevant information, focusing obviously on clients and their information. Having all information under one roof has been amazing, especially because access is made easy, and the version of the program is automatically updated. This is not the only pro, though. We also use it to organize mailshot campaigns, and to increase the number of clients. It is just cut for the purpose, especially when integrated with Mailchimp to build mails and to report based on them. The relationships we are building are solid and lasting, becuase we give full access to non-users who would like to see what our company is about.
Cons: Steep learning process, but not to extend of regretting your decision. I had my moments with certain options I didn't understand, but as it usually happens, things were quite simple and I didn't see that. The point is-this program is a breeze to handle, you just need to devote time and to learn it.
5 months ago
Pros: It is probably not the most important thing in the world, but I like how this CRM looks. The interface is somehow cute, and familiar to use. Simplicity is advantage number two, and I make entries in few mintes because the pages simply highlight the fields I need to fill. It works also as a campaign tool, so I get to organize and share internal and external events. In fact, we've never been that sure that a marketing campaign will reach all clients, and you can imagine how this boasts responsiveness and attracts prospects! It is just fascinating, especially when I update an internal campaign, and every party is notified on dot.
Cons: You can't use parts of the word when searching, only the entire word. Obviously, one can't always know the full name of the campaign he is searching for, so I struggle for a while before I locate an old campaign. To make things worse, I am absolutely sure that I'm not missing the solution, I've had this program for few years, and I would have found it by now. They simply didn't think of it, and I would be happy to see it corrected.
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