CRM solutions provider Workbooks is targeting industry shortcomings in its controversial “No Bullsh*t CRM” campaign.
The vendor describes its strategy as a “game-changer” for those CRM customers who feel frustrated and trapped with their current providers.
The campaign aims to outline and expose what Workbooks terms the “major pitfalls of CRM software,” which include unnecessarily complex implementations, substandard customer service, and sizable price hikes at renewals.
The company explains that this is part of its overall desire to show customers that “there’s a better way to do CRM.”
In expounding on this, Dan Roche, CMO of Workbooks, points to research that presents a pattern of CRM dissatisfaction:
“Too many sales and marketing leaders – 64%, according to our latest global survey – feel trapped by their CRM provider.
The market is broken, with ‘big brand’ CRM providers not focusing on the ‘R’ in CRM: the relationship with their customers.
“The research also showed that 50% of sales and marketing professionals believe they’re overspending on a system that fails to deliver.”
Workbooks believe the issue around pricing is exacerbated by unfair renewals, with many CRM providers attracting customers with appealing initial pricing but later imposing significant increases at renewal.
This practice often catches businesses by surprise, leading to budget strains and disrupted financial planning.
The anti-cattle-excrement enthusiasts also claim that CRM implementations often go over budget and take much longer than expected.
These rollouts can require third-party consultants, leading to extended timelines, drained resources, and delayed outcomes.
Moreover, the company argues that once small and midsize businesses are onboarded, they frequently experience poor customer service, as providers tend to prioritize larger clients, leaving smaller accounts feeling neglected and unsupported.
No Bullsh*t
Naturally, Workbooks states that its own offerings do not fall into the same category as many of its contemporaries, describing itself as the “honest, no-nonsense alternative that businesses can trust.”
In support of this claim, the company highlights the following three areas that differentiate Workbooks from the CRM herd:
Transparent Pricing
Workbooks offers clear and upfront pricing with no hidden fees or surprise renewal costs, providing a straightforward and budget-friendly solution for midsize businesses.
Quick Implementation
For businesses looking to transition rapidly, Workbooks guarantees a swift implementation process, with full platform setup in just 28 days.
This allows companies to quickly realize value compared to traditional, slower CRM solutions.
Tailored for Midsize Businesses
Designed specifically for midsize companies, Workbooks ensures these businesses receive the attention and support they need, offering a CRM solution tailored to their unique requirements.
In discussing how Workbooks is presenting a CRM alternative to disillusioned customers, Roche explains how the company has “built a CRM that doesn’t come with gimmicks and hidden traps.
As a vendor and an implementation/consultancy partner combined, Workbooks is here to prove that businesses can have a reliable, powerful CRM that works the way people expect it to.
More CRM News
Salesforce has introduced its new Foundations program, naming major CCaaS companies like Webex by Cisco, Genesys, Talkdesk, RingCentral, and Aircall as partners.
Salesforce Foundations, announced earlier this month, is a free upgrade for Sales Cloud and Service Cloud users.
It provides additional cross-departmental features aimed at helping businesses maximize their existing Salesforce investment.
The upgrade includes new capabilities for Sales, Service, Marketing, Commerce, and Data Cloud, with tools for opportunity management, case management, and secure payment links.
The program also offers free extended trials from over 25 launch partners through Salesforce’s AppExchange.
These pre-built integrations support functionalities such as document generation, contract management, and sales tools, helping customers boost productivity and cut costs.
Elsewhere, HubSpot has introduced Agent.AI, a network of autonomous AI agents designed for marketing, sales, customer service, and operations teams.
These AI agents will be integrated into HubSpot’s Smart CRM, allowing teams to deploy them alongside staff for enhanced efficiency.
At the recent INBOUND 2024 event, HubSpot also announced Breeze, a solution embedding new AI capabilities across its CRM apps.
Additionally, HubSpot plans to offer an Agent Builder tool, enabling businesses to create and customize their own AI agents in the future.
While the network isn’t fully available yet, users will be able to sign up for free with 100 credits to explore the AI agents and see how they can improve customer experience (CX) workflows.
