Workbooks Case Study needed a custom solution that would match their brand

Workbooks, #1 CRM for midsize businesses in 2024 according to TechRadarPro, needed a complete digital overhaul. Their existing website was built on an off the shelf theme and was limiting their ability to get the look and functionality they wanted. The website was also bloated and was affecting their SEO and user experience. Their goal was to support the advanced functionality and integration with their CRM system.

Project Type icon
Project Type Website Build
Scale icon
Scale Ongoing
Technology icon
Technology Wordpress
Problems

What were the biggest issues for Workbooks online?

  • The existing website was built on a generic theme which limited customisation options and added unnecessary code bloat, affecting performance and SEO. 

  • Workbooks needed a website that could have a unique look and feel that matched their brand and support interactive tools. 

  • The website needed to be tightly integrated with their own CRM system so all lead generation and customer engagement efforts were connected. 

  • Workbooks wanted a platform that could accommodate future requests for interactive tools and other advanced features without major redevelopment. 

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Solution

A Wordpress website from a blank canvas

  • We built a custom WordPress website for Workbooks, getting rid of the limitations of the off the shelf theme. This custom solution was designed to be lightweight and performance optimised, resulting in faster load times and improved SEO rankings. 

  • he new website was designed to match Workbooks’ brand and gave them a professional and distinct look that sets them apart from competitors. This design approach helps to better communicate their value proposition to potential customers. 

  • We ensured the website was fully integrated with the Workbooks CRM system so lead management, automated follow ups and customer engagement was seamless. This integration also gave the team deeper insights into customer behaviour. 

  • The website was built with scalability in mind so future interactive tools like pricing calculators and event management plugins could be added easily. This means Workbooks can evolve their digital offerings without having to rebuild the whole website. 

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Outcomes

Online growth for Workbooks

  • Faster performance & SEO improvements - the custom built website, without bloat, results in faster load times and improved SEO performance, more visibility in search engines and higher organic traffic. 

  • Better user experience - the unique brand aligned design and optimised UI made the website more engaging and easier to use, resulting in higher user satisfaction and longer session times. 

  • Seamless CRM integration - the tight integration with the Workbooks CRM system made lead management and customer relationship processes smoother, so the sales and marketing teams could track and engage with prospects more effectively. 

  • Future proof platform - the website is scalable so Workbooks can innovate and add new features over time and adapt to market changes. 

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How it works?

Identify: Digital Utopia™ - Our 3 Step Methodology

1
Digital
Discovery

It all starts with a deep dive into the current performance of your website, and systems. Here we’ll understand your biggest frustrations, uncover bottlenecks and agree together on what “best-in-sector” looks like. Then we’ll roadmap a plan to get there (incorporating tailored website design and development services), to come up with a strategy that you actually understand.

2
Roadmap
Implementation

Now it’s time for the fun bit. Working 
with our in-house design and development teams, we’ll strategically tackle each item on your roadmap. Our proven website, system and digital marketing delivery processes mean we’ll deliver a positive ROI as soon as possible.

3
Ongoing Partner Support
& Optimisation

Digital moves fast. And as your 
organisation continues to grow, so will both your and your customers’ needs. So we don’t just hand over your website and wave goodbye, we partner with you for the long haul, always staying on hand to support you whenever you need it through ongoing web development maintenance and support.

Want to know more? Let's talk.

Whether you’ve got a project in mind or just need to talk through some digital challenges, we’re here to listen and offer honest, practical advice on websites, apps, and systems.

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