Get more from your CRM

Get more from your CRM

Practical advice on how to get more out of your CRM software.

Customer Services

Workbooks Wins - Service Desk Institute Award

We're proud to announce we've won 'Service Desk Institute - Service Desk Of The Month Award'
Congratulations to our entire support team who continue to deliver exceptional customer service.
Who is The Service Desk Insitute (SDI)?
SDI is the leading professional body for everyone working i ...

Customer Services

How to identify your unhappy customers...before your competitors do!

We all know that retaining customers is easier than finding new ones, but do you really know if your existing customers are happy campers, a little bit grumpy or down right mad about the products or services you provide?
At Workbooks we use a simple but effective traffic lights system to keep tra ...

Marketing

Keeping track of a busy marketing team using CRM – a CMO’s Guide

Your marketing team are all busy working on campaigns, analysing website performance, driving social media activity, managing events all trying to move the needle on lead generation and build your brand. But how do you keep track of all their activities, ensure they are focused on the right areas, ...

Marketing

Using marketing activities in your CRM to monitor team performance

Not only does creating activities in Workbooks allow you to monitor interactions with people and organisations, but they can also be used to monitor the performance of your marketing team (or any team for that matter).
You can use the Type field within an activity record to group together your ...