Workbooks

Workbooks

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How CRM Can Empower Your Marketing Strategy - Workbooks CRM
Article
How CRM Can Empower Your Marketing Strategy - Workbooks CRM
Workbooks Workbooks
Improving Up-Selling and Cross-Selling with your Online CRM - Workbooks CRM
Article
Improving Up-Selling and Cross-Selling with your Online CRM - Workbooks CRM
Workbooks Workbooks
CRM troubleshooter: How to tackle CRM's most common obstacles - Workbooks CRM
Article
CRM troubleshooter: How to tackle CRM's most common obstacles - Workbooks CRM
Workbooks Workbooks
The Ten Commandments for Divine Data Quality - Workbooks CRM
Article
The Ten Commandments for Divine Data Quality - Workbooks CRM
Workbooks Workbooks
23 Signs That You Have A Data Quality Problem - Workbooks CRM
Article
23 Signs That You Have A Data Quality Problem - Workbooks CRM
Workbooks Workbooks
6 Reasons to Integrate CRM & ERP - Workbooks CRM
Article
6 Reasons to Integrate CRM & ERP - Workbooks CRM
Workbooks Workbooks
Fuel Growth with a B2B Content Marketing Strategy Powered by Audience Research
Article
Fuel Growth with a B2B Content Marketing Strategy Powered by Audience Research
Workbooks Workbooks
Fuel Growth With A B2B Content Marketing Strategy Powered By Audience Research
Article
Fuel Growth With A B2B Content Marketing Strategy Powered By Audience Research
Workbooks Workbooks
Report findings revealed: The overlooked factor behind CRM failure
Article
Report findings revealed: The overlooked factor behind CRM failure
Workbooks Workbooks
Top Tips for Associations and Membership Organisations looking to implement web based CRM - Workbooks CRM
Article
Top Tips for Associations and Membership Organisations looking to implement web based CRM - Workbooks CRM
Workbooks Workbooks

Latest Content

7 Steps to a Smooth CRM Implementation
Article
7 Steps to a Smooth CRM Implementation
Workbooks Workbooks
Report findings revealed: The overlooked factor behind CRM failure
Article
Report findings revealed: The overlooked factor behind CRM failure
Workbooks Workbooks
Workbooks Release 7.1 – Dashboard Views
Video
Workbooks Release 7.1 – Dashboard Views
Workbooks Workbooks
The Benefits of Web-Based CRM
Article
The Benefits of Web-Based CRM
Workbooks Workbooks
Should you build your own CRM?
Article
Should you build your own CRM?
Workbooks Workbooks
Why second best is better: Workbooks #2 for CRM software
Article
Why second best is better: Workbooks #2 for CRM software
Workbooks Workbooks
New research: 75% of organizations had unexpected additional costs when using multi-party CRM vendors
Article
New research: 75% of organizations had unexpected additional costs when using multi-party CRM vendors
Workbooks Workbooks
Workbooks awarded Highest User Adoption in CRM by G2
Article
Workbooks awarded Highest User Adoption in CRM by G2
Workbooks Workbooks
Workbooks named by G2 as the High Performer in UK Mid-Market CRM Software
Article
Workbooks named by G2 as the High Performer in UK Mid-Market CRM Software
Workbooks Workbooks
Workbooks Release 7.1 - Project Management
Video
Workbooks Release 7.1 - Project Management
Workbooks Workbooks

Articles

412
7 Steps to a Smooth CRM Implementation
Article
7 Steps to a Smooth CRM Implementation
Report findings revealed: The overlooked factor behind CRM failure
Article
Report findings revealed: The overlooked factor behind CRM failure
The Benefits of Web-Based CRM
Article
The Benefits of Web-Based CRM
Why second best is better: Workbooks #2 for CRM software
Article
Why second best is better: Workbooks #2 for CRM software
Should you build your own CRM?
Article
Should you build your own CRM?
New research: 75% of organizations had unexpected additional costs when using multi-party CRM vendors
Article
New research: 75% of organizations had unexpected additional costs when using multi-party CRM vendors
Workbooks awarded Highest User Adoption in CRM by G2
Article
Workbooks awarded Highest User Adoption in CRM by G2
Workbooks named by G2 as the High Performer in UK Mid-Market CRM Software
Article
Workbooks named by G2 as the High Performer in UK Mid-Market CRM Software
Converting your social media leads
Article
Converting your social media leads
Unleash Your CRM Potential with Workbooks' Shared Success Program
Article
Unleash Your CRM Potential with Workbooks' Shared Success Program
Workbooks Customer Conference 2023
Article
Workbooks Customer Conference 2023
4 Insane B2B Lead Nurturing Strategies
Article
4 Insane B2B Lead Nurturing Strategies
Customer Survey Results 2023
Article
Customer Survey Results 2023
Why Customer-Centricity Is Essential to Your Success
Article
Why Customer-Centricity Is Essential to Your Success
Exploring the Crucial Role of Data in CRM: An interview with Conor Doyle, Head of Sales at DQ Global
Article
Exploring the Crucial Role of Data in CRM: An interview with Conor Doyle, Head of Sales at DQ Global
Opening the Door to Customer Support: Part 2
Article
Opening the Door to Customer Support: Part 2
Has your business taken digital transformation too far?
Article
Has your business taken digital transformation too far?
Lead Scoring, Grading, and Nurturing 101: The Why, What, and How
Article
Lead Scoring, Grading, and Nurturing 101: The Why, What, and How
How to use CRM for more effective account management
Article
How to use CRM for more effective account management
Best CRM reports to run in marketing and sales
Article
Best CRM reports to run in marketing and sales
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Case Studies

4

eBooks

2

Infographics

4

Podcast Episodes

1

Reports

18
An Overview of Summer Release 6.6 - Workbooks CRM
Report
An Overview of Summer Release 6.6 - Workbooks CRM
CRM State of the Market Survey 2020 - Workbooks CRM
Report
CRM State of the Market Survey 2020 - Workbooks CRM
The State of the CRM Market 2019 – Industry Report - Workbooks CRM
Report
The State of the CRM Market 2019 – Industry Report - Workbooks CRM
New enhancements to the WESS - Workbooks CRM
Report
New enhancements to the WESS - Workbooks CRM
CRM for IT: Embrace customer experience - Workbooks CRM
Report
CRM for IT: Embrace customer experience - Workbooks CRM
CRM for Customer Service - In The Transport & Logistics Industry - Workbooks CRM
Report
CRM for Customer Service - In The Transport & Logistics Industry - Workbooks CRM
CRM to Achieve Account Management Success - Workbooks CRM
Report
CRM to Achieve Account Management Success - Workbooks CRM
The Essential Guide to CRM for NFPs - Workbooks CRM
Report
The Essential Guide to CRM for NFPs - Workbooks CRM
Generate More Leads & Increase Your Website ROI - Workbooks CRM
Report
Generate More Leads & Increase Your Website ROI - Workbooks CRM
GDPR 5 Steps Checklist - Workbooks CRM
Report
GDPR 5 Steps Checklist - Workbooks CRM
CRM for Manufacturing - Workbooks CRM
Report
CRM for Manufacturing - Workbooks CRM
CRM to Grow your Business – A Guide for Management - Workbooks CRM
Report
CRM to Grow your Business – A Guide for Management - Workbooks CRM
Sales & Marketing 101 - Better client management - Workbooks CRM
Report
Sales & Marketing 101 - Better client management - Workbooks CRM
CRM for IT Sector: Streamline Your Orders - Workbooks CRM
Report
CRM for IT Sector: Streamline Your Orders - Workbooks CRM
CRM for IT: Make Better Decisions - Workbooks CRM
Report
CRM for IT: Make Better Decisions - Workbooks CRM
Data Driven Decision Making - Workbooks CRM
Report
Data Driven Decision Making - Workbooks CRM
Services Industry - Marketing, a best practice guide - Workbooks CRM
Report
Services Industry - Marketing, a best practice guide - Workbooks CRM
CRM State of the Market - An SME Perspective - Workbooks CRM
Report
CRM State of the Market - An SME Perspective - Workbooks CRM

Videos

40
Workbooks Release 7.1 – Dashboard Views
Video
Workbooks Release 7.1 – Dashboard Views
Workbooks Release 7.1 - Dashboard Views
Video
Workbooks Release 7.1 - Dashboard Views
Workbooks Release 7.1 - Project Management
Video
Workbooks Release 7.1 - Project Management
Workbooks 7.1 Release - Comments Feature
Video
Workbooks 7.1 Release - Comments Feature
Workbooks Release 7.1 - RingCentral Integration
Video
Workbooks Release 7.1 - RingCentral Integration
Workbooks Release 7.1 - Activities
Video
Workbooks Release 7.1 - Activities
Workbooks Release 7.1 - Search Feature
Video
Workbooks Release 7.1 - Search Feature
Workbooks Release 7.1 - Currency
Video
Workbooks Release 7.1 - Currency
Workbooks Release 7.1 - New Filtering Functionality
Video
Workbooks Release 7.1 - New Filtering Functionality
Workbooks Customer Conference - 2021
Video
Workbooks Customer Conference - 2021
Eilersen – The Rolls Royce of furniture makers reengineers itself with Workbooks CRM
Video
Eilersen – The Rolls Royce of furniture makers reengineers itself with Workbooks CRM
Workbooks Christmas Poem - 2021
Video
Workbooks Christmas Poem - 2021
Co-funding throughout your CRM journey
Video
Co-funding throughout your CRM journey
Shared Success Workshop
Video
Shared Success Workshop
CRM that gives you more
Video
CRM that gives you more
Media & Publishing - Demo
Video
Media & Publishing - Demo
Media & Publishing - Management Dashboard
Video
Media & Publishing - Management Dashboard
Media & Publishing - Audience Segmentation
Video
Media & Publishing - Audience Segmentation
Media & Publishing - Production Fulfilment
Video
Media & Publishing - Production Fulfilment
Media & Publishing - Advertising Sales Order Booking
Video
Media & Publishing - Advertising Sales Order Booking
Explore all Arrow right

Webinars

11
How to guarantee a successful CRM implementation - Workbooks CRM
Webinar
How to guarantee a successful CRM implementation - Workbooks CRM
CRM for Account Management - Workbooks CRM
Webinar
CRM for Account Management - Workbooks CRM
An Introduction to Workbooks CRM - Workbooks CRM
Webinar
An Introduction to Workbooks CRM - Workbooks CRM
GDPR Series - Part 2 - Workbooks CRM
Webinar
GDPR Series - Part 2 - Workbooks CRM
CRM for Accountancy Product Demo - Workbooks CRM
Webinar
CRM for Accountancy Product Demo - Workbooks CRM
Workbooks New Charts & Dashboards Feb 2019 - Workbooks CRM
Webinar
Workbooks New Charts & Dashboards Feb 2019 - Workbooks CRM
How to guarantee a successful CRM implementation - Workbooks CRM
Webinar
How to guarantee a successful CRM implementation - Workbooks CRM
Making the most of preference centres - Workbooks CRM
Webinar
Making the most of preference centres - Workbooks CRM
CPQ (Configure, Price, Quote) - Workbooks CRM
Webinar
CPQ (Configure, Price, Quote) - Workbooks CRM
Email Optimistation Tools and Gator Social - Workbooks CRM
Webinar
Email Optimistation Tools and Gator Social - Workbooks CRM
State of the CRM Market - An SME Perspective - Workbooks CRM
Webinar
State of the CRM Market - An SME Perspective - Workbooks CRM

Headquartered in Reading, United Kingdom, Workbooks offers growing companies a SaaS platform to run their business and engage effectively with their customers – at an affordable price. Its core CRM services are aimed specifically at mid-market organisations and extend beyond sales, marketing and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfilment, invoicing and supplier management functionalities, CPQ functionality

Website Website
412
articles
4
case studies
2
ebooks
4
infographics
1
podcast episode
18
reports
40
videos
11
webinars