How Aspin achieved a single customer view with Workbooks CRM

Before implementing Workbooks, Aspin stored information across multiple systems managed by different departments.

While these databases contained essential data, the lack of integration limited visibility and efficiency.

“We wanted a system that could provide a holistic view of our interactions with a customer, including notes, activities, meetings, marketing, quotes, orders, and invoicing.”

Nathan Aspin, Managing Director at Aspin

After evaluating several CRM providers, including Salesforce and Zoho, Aspin chose Workbooks for its flexibility and ease of use:

“Workbooks offered more flexibility out of the box. The intuitive interface meant we could manage and customize the system ourselves. We used our in-house skills for much of the implementation, supported by the Workbooks team, who provided valuable advice and end-user training.”

Workbooks is now deeply embedded in Aspin’s operations. It is used across sales, telemarketing, marketing, and customer support (first, second, and third line).

• Workbooks web integration – Captures website visitors as leads.
• Finance System integration – Displays invoice information within Workbooks.
• Customer Support – Manages cases and tracks resolutions.

Aspin explains:

“I input everything into Workbooks and expect my team to do the same. It forms the basis of our sales discussions and meetings. If it’s not in Workbooks, it doesn’t exist!”

Aspin quickly achieved a unified view of all customers, streamlining the sales process from prospect to cash. Information sharing between departments is now faster and more effective.

Aspin is using Workbooks CRM for:

• Recording all sales-related activities
• Maintaining customer and prospect records
• Managing support cases
• Driving project opportunities and quotations
• Tracking sales leads
• Running marketing campaigns
• Providing management with key business metrics

Aspin said:

“The reporting capability is excellent. It’s granular—you can slice and dice the data for valuable insights. It helps me move out of the trenches and gain a holistic view of the business.”