Business relationship
Current use unconfirmed
Workbooks CRM with document, email and finance integrations customers
About 350 users across sales, marketing, legal, finance and risk teams, integrated with webinar, email marketing, email client, document and finance systems, replacing disparate systems including Microsoft Dynamics
This row names a displaced competitor. The page refers to a 2018 merger as historical background rather than an implementation date, so no event year is recorded. The page renders the customer as XPS without a full legal name.
A source documents an implementation. Check its date and scope; ongoing use is separate.
Provider case study states that the pensions group consolidated disparate systems including a named competing CRM onto the provider's product for a stated number of users across several business functions.
Current use not independently confirmed
A source may describe one project, facility, department or point in time. It does not automatically establish company-wide adoption or ongoing use. Source dates and project dates do not establish ongoing use.
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