The Importance of Business Process - Workbooks CRM
Posted Aug 18, 2010 3 min read
The Importance of Business Process - Workbooks CRM

Many of our customers are now using Workbooks Business Edition to run their entire 'prospect to cash' process.

This means they are using Workbooks to: Manage leads and convert them into opportunities; create quotes and convert quotes into sales orders; manage their fulfilment process with sales orders and then invoice creation. In many cases our customers have implemented Workbooks Business to either streamline an existing process, or to provide a platform to scale their business.

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