Seymour Taylor Chooses Workbooks CRM to Boost Growth
Martech Outlook | Tuesday, August 17, 2021
Workbooks distinguishes itself among CRM vendors by assisting customers throughout the whole implementation process, guaranteeing that customers accomplish their intended results and the CRM offers value with high user adoption.
FREMONT, CA: Workbooks, a firm delivering cloud-based CRM and Marketing Automation applications to the mid-market, recently announced that Seymour Taylor, one of the Thames Valley’s longest-established accountancy practices and business advisers, has selected Workbooks CRM to help expand sales and boost operational efficiency throughout the organization.
Seymour Taylor, a member of The Hampden Group, a major provider of specialized insurance, investment, and financial support services, offers a full range of accountancy, taxes, and related financial services.
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Suzanne Curry, Marketing Manager, saw a need to increase the creation and tracking of new client leads while having a well-established practice management system to manage customer interactions. Curry recognized challenges assuring timely response to new leads, identifying significant prospects to chase, documenting follow-up actions, and visibility of the new business pipeline with lead processing based on a collection of spreadsheets.
“The current process is not as efficient as it could be and the time spent in between reports and meetings doesn’t always give us an up-to-date view of the sales pipeline available for our business to progress,” said Curry. “This can lead to opportunities for new work being missed.”
The company had spent money on a new website and MailChimp email marketing to promote a series of educational webinars. However, there was still room to improve the quality and number of sales leads generated.
“Ideally, we were looking for an integrated solution to help us promote our events and other content, measure the success of our campaigns by tracking opens, clicks and website visits, and allocate leads to the team for immediate follow-up,” confirmed Curry.
The marketing team rapidly selected several popular products for consideration after gaining a thorough grasp of their needs, but upon further investigation, they discovered that only a few providers could provide a seamless solution on one platform at a reasonable price.
“The products identified by online research and recommended by our peers could offer good point solutions, but we felt that the complete solution proposed by Workbooks and their marketing automation partner, Spotler was the best fit for our business,” said Joanne Kingsnorth, the Director responsible for new business. “We wanted to work with a partner with good experience in our sector who could help us to develop an effective sales and marketing process for our business.”
Workbooks distinguishes itself among CRM vendors by assisting customers throughout the whole implementation process, guaranteeing that customers accomplish their intended results and the CRM offers value with high user adoption. For firms that are new to CRM, the Jumpstart implementation strategy is a quick, straightforward, and cost-effective way to get started with a set of pre-defined sales and marketing procedures based on best practices and (optional) free implementation services like as data import and user training.
“With Workbooks’ help, we are looking forward to making significant improvements in the coming weeks and months,” confirmed Kingsnorth. “The combination of integrated email marketing, greater visibility of interactions on our website, lead management and engagement monitoring, with a best practice solution and some free implementation services, made Workbooks a very compelling solution.”
“We are very proud to be selected by Seymour Taylor,” said John Cheney, CEO at Workbooks. “Our Jumpstart approach is delivering successful implementations for many businesses adopting CRM for the first time, and we’re looking forward to a successful long-term partnership with the team at Seymour Taylor.”
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