Shutterly Fabulous selects Workbooks CRM to Enable Growth

Workbooks announced that Shutterly Fabulous Ltd, the UK’s leading window shutter experts, has chosen Workbooks CRM to help grow revenues and increase operational efficiency throughout the business.

Part of the TCMM Shutters Group along with California Shutters, The Shutter Store and DIY Shutters, Shutterly Fabulous is a specialist UK shutters company based in Brighton, dedicated to quality products and quality service. With a nationwide team of consultants, whose role is to visit the customer and explain every aspect of the design and options available, the company provides expert advice to ensure customers choose the best shutter design for their home.

“We identified an opportunity to significantly increase our win rate from customer appointments.” said Colin Williams, head of Sales at TCMM. “We want to give our inside sales team the ability to select the best available consultant for an appointment as well as proactively create campaigns to support these opportunities. In addition, we want to give our sales consultants the ability to create an accurate quotation during the in-house visit, allowing customers to confirm their order and pay a deposit there and then.

"The objective is to improve opportunity conversion rates by giving our consultants the tools to conclude a sale during the appointment, at the same time eliminating the current manual processing of quotations and orders. We estimate this will help us generate an additional £1m in annual revenue.”

Whilst evaluating CRM suppliers including, amongst others, Salesforce and Zoho, TCMM was particularly impressed by the Shared Success approach proposed by Workbooks.

The approach is simple: co-fund a strategic CRM workshop that brings together operational and executive stakeholders to identify how CRM can benefit the business and define success criteria. The output is a detailed report that identifies high-level business outcomes and specific CRM requirements, a CRM project roadmap with resource requirements, and a proposed budget.