Blog

It’s frustrating to see how easily people can overpay when working with enterprise CRM vendors.   If you’ve already heard of a big brand and seen their advertising, it feels easier to trust them.  But many tend to be...

Easter is officially over. And there\'s only one thing we all need after seeing cute Easter bunnies everywhere. A splash of terrifying horror.  Horror movies might not be the first thing you think of when planning your CRM...

What\'s the difference between a good CRM system and a bad one?  For sales teams it comes down to one thing - how much you sell.    When you’re using your CRM the right way, you’ll get a 360-degree view of your...

It’s not something everyone thinks of first when choosing a CRM. Especially as it’s easy to focus solely on functionality. But get it wrong and you can lose time, money and that all-important confidence you need to meet your...

As an integral component of digital transformation, knowing how to implement CRM well can feel like a daunting task — but it doesn’t have to be like this. Take the fear out of CRM implementation by following these basic steps...

Workbooks is a cloud-based system that gives you more than just membership management. We go beyond CRM to support the membership management and commercial activities of Trade Associations and Membership Organizations. But what...

What is CRM Software? Customer Relationship Management (CRM) software is a tool used to better manage interactions between a company, its customers, suppliers, and leads. As Darrell Rigby, Frederick F. Reichheld & Phil...

Single vendors deliver more value for money (7.1/10) compared to multi-party vendors (6.3/10)  Workbooks, a leading CRM solution provider, has recently conducted a groundbreaking survey unveiling critical insights into the...

TechRadar have ranked Workbooks number 2 for ‘Best CRM software of 2024’ and ‘Best for midsize business’. Second only to the enterprise business Salesforce and ranking higher than Hubspot, Zoho, and Pipedrive we’re...

Through our years of experience, we’ve seen (and offered) plenty of advice to prospective CRM users. But perhaps the daftest suggestion we’ve seen is that you should attempt to build your own CRM system. To that end,...

CRM software is a great way to manage all of your customers\' contact information and business interactions in one place. Cloud-based CRM has grown more popular than ever before. This is where data is hosted on the CRM...