Workbooks Case Study

SITUATION: believes that small and mid-size businesses need ‘joined-up’ business applications, rather than separate applications with ‘silos’ of data. Their CRM and Business Editions enable clients to join-up sales, marketing, customer services, order management, fulfilment and all customer and supplier transactions to enjoy one, consistent view of their business. The problem was their clients were working in Outlook and wanted a truly consistent and accurate view through this familiar interface. They were losing deals to companies that had better integration with Outlook in spite of far superior business application solution. 


Workbooks and started discussion around this key offering in the fall of 2009 and delivered “Workbooks Outlook Connector” to the market in 2010. The new offering allows Workbooks users to integrate contacts, appointments and emails with Microsoft Outlook. This increases usability and productivity even when they are offline. In mid-2014, a Workbooks client requested a solution that would not require any Add-Ins to Outlook but yet provide some of the same functionality. In fall of 2014, delivered a ServerSide solution that addresses this need to complement the original Workbook Outlook Connector.


Workbooks Outlook Connector allowed to dramatically expand and maintain their SaaS customer base in a market where the report card of customer satisfaction and renewals, comes every month. Workbooks CRM Software Rated #1 for Customer Satisfaction. In the independent G2Crowd Report on CRM, users and customers gave Workbooks a score of 99 out of 100 for customer satisfaction. That's better than large vendors such as, Microsoft Dynamics, SAP CRM and Oracle. 

"By providing our users instant access to the CRM data and components of Work book s from within the Microsoft Office suite, we can dramatically increase their productivity, data quality and adoption rate," said John Cheney, Work book CEO. "By partnering with, we can deliver World class Outlook integration to our customers quick ly and effectively." "We are proud to partner with Work book They have a remark able SaaS business suite that provides incredible value to the SME mark etplace”, said Vlad Vosk resensk y, CEO of “Our partnership focus is to extend that value by providing a single place to manage ALL of a client’s CRM data within Outlook and an elegant approach to melding customer information found in email into the Work book environment. Access offline means tak ing Work book with you anywhere and anytime."