Workbooks

Workbooks

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Report findings revealed: The overlooked factor behind CRM failure
Article
Report findings revealed: The overlooked factor behind CRM failure
Workbooks Release 7.1 – Dashboard Views
Video
Workbooks Release 7.1 – Dashboard Views
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
Should you build your own CRM?
Article
Should you build your own CRM?
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
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
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 - Search Feature
Video
Workbooks Release 7.1 - Search Feature
Workbooks Release 7.1 - New Filtering Functionality
Video
Workbooks Release 7.1 - New Filtering Functionality
Workbooks Release 7.1 - Activities
Video
Workbooks Release 7.1 - Activities
Workbooks Release 7.1 - RingCentral Integration
Video
Workbooks Release 7.1 - RingCentral Integration
Workbooks Release 7.1 - Currency
Video
Workbooks Release 7.1 - Currency
Unleash Your CRM Potential with Workbooks' Shared Success Program
Article
Unleash Your CRM Potential with Workbooks' Shared Success Program
Workbooks Customer Conference - 2021
Video
Workbooks Customer Conference - 2021
4 Insane B2B Lead Nurturing Strategies
Article
4 Insane B2B Lead Nurturing Strategies
Workbooks Christmas Poem - 2021
Video
Workbooks Christmas Poem - 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
Customer Survey Results 2023
Article
Customer Survey Results 2023
Converting your social media leads
Article
Converting your social media leads
Workbooks Customer Conference 2023
Article
Workbooks Customer Conference 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
Has your business taken digital transformation too far?
Article
Has your business taken digital transformation too far?
Opening the Door to Customer Support: Part 2
Article
Opening the Door to Customer Support: Part 2
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
Opening the door to Customer Support
Article
Opening the door to Customer Support
3 ways CRM can help grow revenues and reduce costs in a downturn
Article
3 ways CRM can help grow revenues and reduce costs in a downturn
Your Guide To The Art of Pipeline Management
Article
Your Guide To The Art of Pipeline Management
10 Essential Steps for Building a Business Case for CRM
Article
10 Essential Steps for Building a Business Case for CRM
How to Get the Most From Your Sales Leads & Opportunities
Article
How to Get the Most From Your Sales Leads & Opportunities
Integrated Marketing: Your Secret Sauce for Connecting with Customers
Article
Integrated Marketing: Your Secret Sauce for Connecting with Customers
Co-funding throughout your CRM journey
Video
Co-funding throughout your CRM journey
How To Make Sure Your CRM Data Is Fit For Purpose
Article
How To Make Sure Your CRM Data Is Fit For Purpose
How to Select a CRM Solution
Article
How to Select a CRM Solution
Shared Success Workshop
Video
Shared Success Workshop
CRM that gives you more
Video
CRM that gives you more
How do you get your CRM implementation right?
Article
How do you get your CRM implementation right?
Workbooks Adds Enhanced Data Quality Capabilities To Its CRM Suite
Article
Workbooks Adds Enhanced Data Quality Capabilities To Its CRM Suite
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
The Best Time to Implement CRM
Article
The Best Time to Implement CRM
CRM is a Journey, Not an Event
Article
CRM is a Journey, Not an Event
10 questions Manufacturing Leaders Should Ask
Infographic
10 questions Manufacturing Leaders Should Ask
Your Essential Guide to Cross-Selling and Upselling
Article
Your Essential Guide to Cross-Selling and Upselling
A Day in the Life of a Business Development Representative
Article
A Day in the Life of a Business Development Representative
Why Your CRM Needs To Serve The Whole Business, Not Just Sales
Article
Why Your CRM Needs To Serve The Whole Business, Not Just Sales
Why CRM (still) fails
Article
Why CRM (still) fails
How Not to Propose on the First Date: Your Guide to Effective Customer Relationship Management
Article
How Not to Propose on the First Date: Your Guide to Effective Customer Relationship Management
How CRM Can Help You Reduce Operational Costs
Article
How CRM Can Help You Reduce Operational Costs
The 2021 Email Marketing Strategy You Didn't Know You Needed
Article
The 2021 Email Marketing Strategy You Didn't Know You Needed
Customer Service KPIs to Boost Your Business Success
Article
Customer Service KPIs to Boost Your Business Success
Why You Should Prioritise Data Cleanliness- Your CRM data should offer clear, accurate insights.
Article
Why You Should Prioritise Data Cleanliness- Your CRM data should offer clear, accurate insights.
What is Email Marketing?
Article
What is Email Marketing?
Drowning in Data But Dying of Thirst
Article
Drowning in Data But Dying of Thirst
How to Drive Growth using CRM Software - An interview with John Cheney, CEO, UK
Article
How to Drive Growth using CRM Software - An interview with John Cheney, CEO, UK
5 Tips for Choosing the Right CRM Solution for Your Business
Article
5 Tips for Choosing the Right CRM Solution for Your Business
Podcast Transcript - Workbooks CEO John Cheney on everything CRM
Article
Podcast Transcript - Workbooks CEO John Cheney on everything CRM
CRM - The Cost of Not Optimising Your Costs
Article
CRM - The Cost of Not Optimising Your Costs
Adapting Your Sales Strategy to a Digital World
Article
Adapting Your Sales Strategy to a Digital World
3 Things CPQ Can Do For Your Sales Team
Article
3 Things CPQ Can Do For Your Sales Team
How Can a CPQ Solution Create a Competitive Advantage?
Article
How Can a CPQ Solution Create a Competitive Advantage?
Boost Your Sales & Marketing Success by Embracing Attribution Models
Article
Boost Your Sales & Marketing Success by Embracing Attribution Models
How to Get Maximum Value from Your Customer Insights
Article
How to Get Maximum Value from Your Customer Insights
Reasons Why You Shouldn't Choose Salesforce
Article
Reasons Why You Shouldn't Choose Salesforce
23 Signs That You Have A Data Quality Problem
Article
23 Signs That You Have A Data Quality Problem
4 Things for Marketing to Focus on in Order to Drive Revenue
Article
4 Things for Marketing to Focus on in Order to Drive Revenue
Workbooks CRM Survey 2020
eBook
Workbooks CRM Survey 2020
A Day in the Life of a Customer Service Rep
Article
A Day in the Life of a Customer Service Rep
The Ten Commandments for Divine Data Quality
Article
The Ten Commandments for Divine Data Quality
Top 10 Tips To Guide You To Email Success
Article
Top 10 Tips To Guide You To Email Success
CRM State Of The Market – An SME Perspective
Infographic
CRM State Of The Market – An SME Perspective
How to Streamline Your Sales Tax Certificate Management Processes
Article
How to Streamline Your Sales Tax Certificate Management Processes
How CRM Improves Visibility for Medtech Businesses
Article
How CRM Improves Visibility for Medtech Businesses
Leveraging a Mapping Tool for Success
Article
Leveraging a Mapping Tool for Success
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
The Business Benefits of Data Analytics
Article
The Business Benefits of Data Analytics
How to make your advertising sales team more effective
Article
How to make your advertising sales team more effective
Top 5 Marketing KPIs and How to Track Them
Article
Top 5 Marketing KPIs and How to Track Them
6 Checks For Switching CRM
Infographic
6 Checks For Switching CRM
Using Your Data to Identify Opportunities for Business Growth
Article
Using Your Data to Identify Opportunities for Business Growth
CRM - Seeing the Impact on Your Bottom Line
Article
CRM - Seeing the Impact on Your Bottom Line
Media & Publishing - Production Fulfilment
Video
Media & Publishing - Production Fulfilment
Media & Publishing - Management Dashboard
Video
Media & Publishing - Management Dashboard
CRM for Technology Business
Video
CRM for Technology Business
Media & Publishing - Demo
Video
Media & Publishing - Demo
How to use CPQ to increase sales
Video
How to use CPQ to increase sales
Media & Publishing - Advertising Sales Order Booking
Video
Media & Publishing - Advertising Sales Order Booking
Media & Publishing - Audience Segmentation
Video
Media & Publishing - Audience Segmentation
Media & Publishing - Subscription Management
Video
Media & Publishing - Subscription Management
CRM for Marketing - Workbooks CRM
Video
CRM for Marketing - Workbooks CRM
10 Questions to ask when Choosing a CRM - Workbooks CRM
eBook
10 Questions to ask when Choosing a CRM - Workbooks CRM