BasePlus

BasePlus, a leading international telesales and demand generation organisation specialising in the IT sector, has selected Workbooks CRM to underpin their sales and marketing efforts.

BasePlus was founded in 2007 to provide a solution to a common Technology Industry problem. Before BasePlus, the successful outcome of telephone based, demand generation activities could only be measured by the number of ‘leads’ that were generated. The accuracy, quality and in many cases, even the reality of these leads was almost impossible to measure. BasePlus is unique in providing Opportunity Lifecycle Management solutions for every sales opportunity generated and evolving our services in line with the changing requirements of our clients. In 2011, following a period of continuous expansion, the company moved to its current home at BasePlus House in Northwich, Cheshire.

Pain Points 

BasePlus was looking for a solution to replace CallPro. The company wanted to implement an intuitive CRM solution that would deliver an improved user experience and enable the team to manage its workflows and activities in a more streamlined and effective manner.

Lucid Solution 

Ian Moyse, Sales Director at Workbooks, commented: “We are pleased to be selected by a leading international telesales and demand generation organisation that recognises the difference that the right CRM makes. BasePlus are sales experts in their own right, acting on behalf of companies such as Oracle, HP, IBM and Intel, so we take it as high praise that they value Workbooks CRM above others in the market.”

Results 

Paul Hart, Managing Director at BasePlus, commented: “We were impressed by the Workbooks CRM system. Our previous system had been heavily tailored to represent the workflow of our unique process, but still left us with challenges in reporting granular detail to our customers. We were seeking a system that would deliver a more intuitive user experience, with high adoption rates across the team, as well as enabling more detailed and granular reporting to our customers.”

Paul continued: “We are confident that Workbooks will be able to deliver this. I particularly like how quick and easy it is to create and manage activities within Workbooks, the speed with which you can navigate the ‘Windows-style’ desktop, and the ease of finding and segmenting data. Our CRM system administrators have already seen how much quicker it is to carry out complex tasks compared to our previous CRM”

Paul went on to say: “It was an added bonus to us that Workbooks can be self-implemented and that we will easily be able to customise the system to meet our on-going needs after the initial implementation.”

Benefits of working with Lucid Switch: Software Selection, Workflow Automation