Get more from your CRM

Get more from your CRM

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

Marketing

Marketing and Sales Alignment…why does it matter?

By integrating sales and marketing data, both teams can benefit from deeper customer insights - helping everyone become more productive.
Using Marketing CRM techniques sounds as though it oversteps the traditional boundary between sales and marketing. However, sales and marketing alignment bring ...

Marketing

What is closed-loop marketing?

When we say closed-loop we mean tracking sales back to the marketing initiative that created them, thus 'closing the loop'. To really prove the ROI of your lead sources you need to be able to track every lead, customer and investment back to its origination.
There are 4 steps to closed-loop marke ...

Marketing

How Workbooks.com aligned Sales and Marketing

"We generate leads, but sales do not follow them up!"
"Marketing gives us leads that are not qualified!"
Sound familiar? We too experienced this misalignment of sales and marketing and decided to investigate. We arranged a sales and marketing meeting and analysed our sales calls. We found ...

Customer Services

Workbooks CRM receives 2014 Cloud Computing Product of the Year Award

Workbooks CRM Honored for Innovation
Reading, England, (13 th January 2015) - Workbooks.com announced today that TMC , a global, integrated media company, has named its CRM system as a 2014 Cloud Computing Product of the Year Award winner.
The Cloud Computing Product of the Year Award, pr ...

Customer Services

Workbooks 4.4: Released - 10/01/2015

With a New Year comes a new view! We are pleased to announce an update to Workbooks that adds many new features including a Calendar View, for example to view your upcoming Meetings for the week.
Please note that Apple's Safari browser for Windows is no longer supported as of this release (Apple di ...

Marketing

Measuring the value of Google Adwords with a web-based CRM system

An effective web-based CRM system can help determine the quality of leads generated by a Google Adwords campaign.
Google Adwords is clearly one of the world's leading advertising media, offering enormous potential for a more level playing field between SMEs and larger competitors. It is theref ...