Get more from your CRM

Get more from your CRM

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

Customer Services

Good Salon Guide Brushes Up Sales with Workbooks online CRM

Improved reporting enables Good Salon Guide to evolve its sales model after implementing for its online CRM

The Good Salon Guide is the only independent, nationwide scheme for assessing professional standards and services within the hairdressing industry. The 2,000+ salons l ...

Customer Services

Not Going To Uni swaps its Salesforce CRM for Workbooks’ online CRM

Licence costs drop by 50% and retention rates rise when employment website implements for its online CRM needs
Not Going To Uni (NGTU) is the UK's leading website dedicated to helping school and college leavers make informed decisions about their future.
For the past four ye ...


CRM Software: The complete guide - benefits, advice & providers

Workbooks offers browser based CRM software featuring: admin automation, sales forecasting, marketing tracking and more.
Discover more by signing up for a 30 day free trial or contact the team .

What is CRM Software?

Darrell Rigby, Frederick F. Reichheld & Phil Schefter sugg ...


Improving Up-Selling and Cross-Selling with your Online CRM

Don't leave money on the table; use predictive sales support to fully realise sales opportunities using your online CRM
Today, with the increase of smartphones and tablets, your customers are using a variety of devices to engage with your business and help in their purchase decision making ...

Customer Services

Incisive Media selects Workbooks CRM for its Global Sales Team

Leading publisher Incisive Media selects Workbooks CRM for its Global Sales Team
Reading, England, 13 th October 2014
Incisive Media Ltd, a leading global business-to-business information provider, has selected Workbooks CRM to enable its teams which are selling annual subscriptions across ...


Managing your Marketing Agency using a web-based CRM system

A best practice guide on how to utilise a web-based CRM system to connect leads generated to sales
In our conversations with customers and prospects, a key question that we're often asked is: "How can I make sure that I am getting the most out of my investment with my marketing agency?" T ...