ATG Media combine CRM, production management and operations with Workbooks

Prior to Workbooks, ATG used AdTrak, an advert management system. While it served well initially, it became outdated and incompatible with modern infrastructure. It lacked comprehensive CRM functionality and could not provide a single accessible system for all teams.

ATG evaluated industry-specific solutions and CRM platforms like Salesforce and Workbooks. Workbooks was chosen for its ability to deliver a bespoke solution combining advert management, CRM, and advanced business functionality to support ATG’s growth.

Workbooks provides holistic contact management, efficient sales order processing, and flexibility for complex requirements such as multiple discounts and order amendments. It standardizes order naming, reduces errors, and allows subsequent changes to adverts even after partial fulfilment.

Workbooks integrates with ATG’s finance system via Sage link, ensuring synchronized data across departments. It supports advert fulfilment tracking by creating cases for each advert, improving collaboration between sales and production teams.

Workbooks has modernized ATG’s internal processes, united departments, and enabled comprehensive management of client relationships, orders, and invoicing. The system provides visibility, flexibility, and scalability for future growth.

Key Features of Workbooks at ATG:

• Effective contact management for prospects, agencies, and clients
• Comprehensive sales order processing with configuration tools
• Standardized order naming for easy search
• Flexibility for order amendments and multiple discount levels
• Integration with Sage for synchronized financial data
• Advert fulfilment tracking for production team collaboration