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“We were using Salesforce, and our pain points were the continuous rate increases. It wasn’t a made to order platform that was beneficial for Rotary or that worked best for us. We wanted one specific platform that was tailored to our needs and wants. “Workbooks have a great product. Great customer service. And I don’t think anybody could go wrong choosing them.” 

“Workbooks provided a CRM solution that spared us building something from the ground up, but that’s sufficiently bespoke to meet our unique and challenging requirements – exactly what we’d been looking for but hadn’t found elsewhere. They’ve been with us every step of the way in implementing it, too.”

“If a customer is buying some items in a category but not buying others within the same category, we can ask the question, why are you not buying the additional items from us? We can see what they’re likely to need more of whether that’s Tremor line or tires.”