When CRM goes wrong: Why you’re losing sales with bad CRM software Type: #Blog#CRM#Newsroom 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...
Report findings revealed: The overlooked factor behind CRM failure Type: #Blog#CRM#Customer Services#Newsroom 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...
7 Steps to a Smooth CRM Implementation Type: #Blog#CRM 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...
Membership CRM for Trade Associations and Membership Type: #Blog#CRM 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...
CRM Software Complete Guide — Benefits & Advice Type: #Blog#CRM 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...
New research: 75% of organizations had unexpected additional costs when using multi-party CRM vendors Type: #Blog#CRM#Newsroom 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...
Why second best is better: Workbooks #2 for CRM software Type: #Blog#CRM#Newsroom 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...
Should you build your own CRM? Type: #Blog#CRM#Newsroom 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,...
The Benefits of Web-Based CRM Type: #Blog#CRM#Newsroom 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...
Workbooks awarded Highest User Adoption in CRM by G2 Type: #Blog#CRM#Newsroom G2 have awarded Workbooks another badge this season – Highest User Adoption. So, what does this mean? And how does it affect you? What’s a G2 badge? The G2 Market Report compares how Workbooks and our...
Workbooks named by G2 as the High Performer in UK Mid-Market CRM Software Type: #Blog#CRM#Customer Services#Newsroom Workbooks was named as the only high performer in G2’s Mid-Market UK Regional Grid Report® CRM Fall 2023, ranked in third place across the region, trailing only to global super-brands Salesforce and Hubspot, but well ahead of...
Workbooks Customer Conference 2023 Type: #Blog#CRM#Customer Services#Newsroom The theme of Workbooks’ 2023 Customer Conference was ‘Reaching New Heights’ – an idea that became quite literal during the keynote from pioneer of female British aviation Mandy Hickson! But it was also embodied throughout...