Customer relationship management (CRM) is a company-wide business strategy used for managing a company’s interactions with customers and sales prospects. It is effectively a blend of operational processes, people, and technologies working together to achieve a two-way interaction with customers. Successful CRM enables an organization to create a holistic view of each customer, in real-time. 

Eduss Learning, an Australian company that supplies modern technology for teaching and learning, recently realized the benefits of CRM and turned to Workbooks to implement a customer relationship management solution.

Eduss Learning required a system that not only provided the fundamentals of CRM, but also revolved around entering opportunities and quotes very quickly. It was also important that the quotes allowed options to be selected and for these quotes to be easily communicated from the system to customers via e-mail, while simultaneously recording the transactional details in a way that allowed easy management reporting and analysis of quotes.

“We looked at over 15 CRM solutions with Workbooks coming out on top,” said Jeff Barker, an executive director of Eduss Asia Pacific, in a statement. “We compared systems from Zoho, Sugar, Sage, Salesforce, Microsoft (News - Alert), Maximiser and Quotewerks before deciding that Workbooks delivered us a more usable, functional and affordable solution.”

Workbooks CRM is a fully featured, easy to use Web-based CRM solution that has been specifically designed for small and medium-sized businesses. The company is one of the fastest-growing providers of Web-based CRM and business applications. Its joined-up approach to business means Workbooks CRM and Workbooks Business can help to streamline an entire business, increasing productivity and performance through efficiency gains. Not only can Workbooks’ suite of applications help increase sales and track key business information but they’ll help improve quality of service and help to reduce operational costs

Ian Moyse, sales director at Workbooks.com, said, “I am pleased to see a growth of customer adoption from a wide range of regions from Australia to South Africa and the USA. Especially pleasing is the continued selection of Workbooks by customers who have evaluated a wide range of CRM systems available and continue to find our solution weighs in strongly against the big brand names.”

“We found Workbooks had the best combination of included functions for Eduss’ requirements and competitive pricing along with a very intuitive interface that made it very easy to start using the system,” Tony Church, Eduss CEO concluded. “Having a CRM that includes a quote tool as standard at such an affordable price was attractive and knowing it can easily expand to include orders and invoicing if required, was a powerful offering.”

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