Workbooks News

Oct 20,2014 by Anonymous

Membership ManagementLatest eBook provides practical tips from deciding what web based CRM means to your organisation through to choosing the best supplier -

Many associations and membership organisations are taking a leaf out of the commercial sector’s book and replacing their traditional membership databases with web based CRM systems that can help them manage their donor and partner relationships more productively and efficiently.

However, the same problems and pitfalls of CRM implementation apply whether you are a membership organisation or Enterprise company. The difference is that an expensive CRM implementation, which does not provide the expected or promised results, is potentially devastating to membership organisations with tight budgets and for those that rely on member donations to continue their work. Every penny has to be spent wisely and the best return on investment gained.

The majority of CRM implementation problems arise when stakeholders and CRM project leaders in the organisation don’t spend enough time defining what they actually want from CRM – or even what CRM means.

To help, our CRM experts have created a Practical Guide with four top tips detailing what every association and membership organisation should be considering before embarking on a web based CRM implementation. These include:

  • Decide what CRM means to you - It is vital that you find the right combination of CRM and membership management features for your needs – but have you actually defined what CRM means to your organisation?
  • Consider the benefits - There are many benefits of CRM for associations and membership organisation, not least in the increased productivity of employees, who are free to concentrate on delivering the best possible service to your members without having to rely on disparate information sources, which are likely to exist in a complicated mixture of digital and physical media.
  • What are your specific requirements? - What do you need your CRM and membership management to do?
  • Choose the right CRM partner - Having identified your need for CRM, you need to identify the system – and supplier – with the qualities to meet that need.

For more information and to read the top tips in full download our eBook by clicking on the button below:

Oct 13,2014 by Anonymous

Managing your Marketing AgencyA 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?’ This is a tricky one, but through our own relationships with third party marketing agencies we’ve come to believe that it’s all about measurement – in particular, the number of leads the agency is bringing you.

The beauty of digital marketing is that it offers the compelling promise of accurate measurement and rapid time to market. But while increasing web site visits fourfold or delivering 100% more leads looks fantastic, the devil is in the detail. Businesses need to know how many of these leads are actually driving sales. 

So we’ve created an eBook that includes some helpful tips and advice on how you can measure the quality of leads at every stage of the sales process. 

As you’d expect, we believe that your CRM system is the best place to measure lead quality – but this isn’t just a sales plug! Marketers need to use their web-based CRM system to scrutinise in detail the ‘leads generated’ and determine whether the leads are within the company’s key target markets and geographies; whether they convert into the expected sales pipeline at the ratio expected; and ultimately into closed deals. 

Don’t miss a trick

Let’s go back to basics. The objective of marketing activity is to generate sales; it is to provide the sales team with excellent, qualified leads that support an effective and productive sales process. But without clear, accurate feedback on the value of the leads being generated, the marketing agency can only continue with its, albeit sophisticated, scattergun approach.

Armed with this reliable stats and measurements, a company can hold its marketing agency – or agencies – far more accountable.  

Managing your marketing agency eBook

Download our full eBook here to find out how to:

  • Scrutinise leads generated to determine key target markets and geographies.
  • Check whether leads convert into the sales pipeline as expected.
  • Measure ROI by tracking each lead through the pipeline from Marketing Qualified Leads (MQL) to invoice.
  • Tailor activity accordingly.

Sep 29,2014 by

BasePlus selects Workbooks CRM to streamline its telesales and marketing activities

Reading, England, 29th September 2014

BasePlus, a leading international telesales and demand generation organisation specialising in the IT sector, has selected Workbooks CRM to underpin their sales and marketing efforts.

BasePlus was looking for a solution to replace CallPro. The company wanted to implement an intuitive CRM solution that would deliver an improved user experience and enable the team to manage its workflows and activities in a more streamlined and effective manner.

Paul Hart, Managing Director at BasePlus, commented: “We were impressed by the Workbooks CRM system. Our previous system had been heavily tailored to represent the workflow of our unique process, but still left us with challenges in reporting granular detail to our customers. We were seeking a system that would deliver a more intuitive user experience, with high adoption rates across the team, as well as enabling more detailed and granular reporting to our customers.”

Paul continued: “We are confident that Workbooks will be able to deliver this. I particularly like how quick and easy it is to create and manage activities within Workbooks, the speed with which you can navigate the ‘Windows-style’ desktop, and the ease of finding and segmenting data. Our CRM system administrators have already seen how much quicker it is to carry out complex tasks compared to our previous CRM”

Ian Moyse, Sales Director at Workbooks, commented: “We are pleased to be selected by a leading international telesales and demand generation organisation that recognises the difference that the right CRM makes. BasePlus are sales experts in their own right, acting on behalf of companies such as Oracle, HP, IBM and Intel, so we take it as high praise that they value Workbooks CRM above others in the market.”

Paul went on to say: “It was an added bonus to us that Workbooks can be self-implemented and that we will easily be able to customise the system to meet our on-going needs after the initial implementation.”


About BasePlus

BasePlus was founded in 2007 to provide a solution to a common Technology Industry problem. Before BasePlus, the successful outcome of telephone based, demand generation activities could only be measured by the number of ‘leads’ that were generated. The accuracy, quality and in many cases, even the reality of these leads was almost impossible to measure. BasePlus is unique in providing Opportunity Lifecycle Management solutions for every sales opportunity generated and evolving our services in line with the changing requirements of our clients. In 2011, following a period of continuous expansion, the company moved to its current home at BasePlus House in Northwich, Cheshire.


About Workbooks delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business.

Unlike traditional CRM solutions, extends beyond sales, marketing and customer support to include order management, order fulfillment, invoicing and supplier management. This business functionality is delivered out-of-the-box at a price which is typically 50-70% less than enterprise solutions such as Salesforce, Microsoft Dynamics and Netsuite.

For more information, visit Follow on Twitter: @Workbooks.

Sep 24,2014 by Anonymous

Fed up with your inadequate online CRM? There is an alternative and it doesn’t cost the earth…in fact it won’t cost anything at all!

Over the past four years, we have migrated many customers across to As you’d expect, those companies that are thinking of making the switch are always keen to understand why our customers have swapped over.

Of course, every business is different, with individual processes and requirements. There are a variety of reasons why a business will decide to swap out their Salesforce CRM and replace it with something different. So we’ve pulled together some of the common reasons we hear from customers as to why they’ve made the switch, and included them in a short eBook. With functionality comparison tables and quotes from real customers, the eBook provides useful information and practical guidance to aid your decision making.

It’s important to remember that just because Salesforce is one of the largest CRM vendors in the world doesn’t make it the best fit for every business - especially mid-size organisations. Many businesses start their CRM journey with Salesforce, but often switch when they find an online CRM solution that better suits their needs.

Listed below are just a few reasons why you should consider swapping to Workbooks:

  • More functionality: Workbooks is more than just a basic CRM system. It provides you with additional business functionality ‘out-of-the box’, including sales order management and invoicing functionality.
  • Vendor support: At Workbooks we provide not only first-class software, but also a full range of services to guarantee a successful implementation together with on-going support to help you enjoy long-lasting CRM success.
  • Cost: One of the biggest complaints about is the price of the service. Workbooks is much better value for money, with its core CRM Edition coming in at £19 per user per month and the Business Edition coming in at £39 per user per month.



If Salesforce isn’t delivering what you’d hoped it would, download our latest eBook here and find out why Workbooks may be a better choice.


Sep 12,2014 by jcheney

Workbooks Honored with 2014 Cloudys Award

PHOENIX – Sept 8, 2014 – Channel Partners , a resource for indirect sales channels offering IT and telecom solutions, is pleased to announce that Workbooks has been selected as a winner of the 2014 Cloudys Cloud Channel Innovation Awards.

Twenty-five winners were honored during an awards ceremony on Sept. 8 at Cloud Partners, a Channel Partners event, in New Orleans. These winners will be featured in a Channel Partners' November/December print issue as well as a digital issue that can be downloaded from The Cloudys Immersion Center at The 2014 program was underwritten by Verizon.

"The response to the inaugural Channel Partners Cloudys awards has been overwhelmingly positive," said Khali Henderson, Editor-in-Chief of Channel Partners. "This program rewards innovation across the cloud ecosystem and success in a world where traditional distinctions among developer, vendor, provider and partner blur.”

Workbooks  was honored by Channel Partners for Most Innovative Cloud Best Practice.

John Cheney, Workbooks CEO commented “We are pleased to be recognized again for our cloud CRM service amongst prestigious and global competitors. We have had a year of consistent validations from third parties including analyst recognitions such as G2Crowd and Gleansight and awards such as CRM of the Year, Winner of CRM Wars and a Cloud Computing Excellence award from TMC. Our growing customer base validates recognition of our drive to deliver secure, intuitive and affordable cloud CRM to the market.”

To determine the winners of The Cloudys, companies completed an application that asked them to demonstrate how they are driving innovation in the cloud channel — either for their partners or for their business customers.

Channel Partners editors evaluated and scored all applications to determine the winners in five categories, including:

  • Most Innovative Cloud Service
  • Most Innovative Cloud Customer Deployment
  • Most Innovative Cloud Partner Business Model
  • Most Innovative Cloud Best Practice
  • Most Innovative Cloud Enablement Tool  

About Informa

Informa is one of the world’s leading knowledge providers. We create and deliver highly specialized information through publishing, events, training, market intelligence and expertise, providing valuable knowledge to individuals, businesses and organizations worldwide including the emerging markets of India, China and South Africa.


About Channel Partners Magazine

Channel Partners magazine is the leading publication for telecom and IT distribution channels. For more than 25 years, Channel Partners has been the undisputed leader in providing news, analysis and education to the indirect sales channels serving the business technology and communications industry. In addition, Channel Partners online ( delivers a constant content stream of unique and breaking industry news, feature articles and premium downloadable content. As official media of the Channel Partners Conference & Expo ( and Cloud Partners (, Channel Partners is the market leader that channel professionals turn to first.

About Workbooks
Founded in 2007 in the UK by a successful team of entrepreneurs, has rapidly become one of the fastest growing providers of web-based CRM and Business Applications.

Our suite of Business Applications are specifically designed for small and mid-size organisations and are delivered via Software-as-a-Service, therefore removing the traditional requirements of having hardware to maintain and software to install and support.

Our joined-up approach to business means Workbooks CRM and Workbooks Business can help to streamline your whole business, increasing productivity and performance through efficiency gains. Not only can our suite of applications help you to increase sales and track key business information but they’ll help improve your quality of service and help to reduce your operational costs.

Our customer base spans many industry sectors including Finance, Professional Services, Insurance, Not-for-profit organisations, IT, Telecommunications, Construction, Transport & Logistics and Manufacturing. We pride ourselves on providing outstanding levels of customer commitment and customer service to all our customers. As a UK based company, with our engineering team working alongside our support team, we are on hand to respond quickly and efficiently to any questions that may arise.

Sep 08,2014 by Anonymous

Second eBook in Evolution series provides best practice advice on integrating sales and online CRM

In today’s web enabled business environment customers are better informed than ever when entering the sales process – meaning that your organisation now needs to be far more sophisticated in order to close a deal.

The sales process remains 80% science, 20% craft and the old fashioned disciplines of sales still apply. But there are still real opportunities to embrace new technologies and sophisticated sales methods to harness valuable data, greatly improve the end to end sales process and enable sales reps to become far more effective.

The second eBook of our Evolution series provides a best practice guide to integrating your sales and online CRM. Providing practical tips and advice, the eBook looks at ways to move from a primitive use of CRM to a highly sophisticated approach that embeds online CRM within the corporate growth model.

Key steps covered in the eBook include:

1.    Improving Lead Management

2.    Effective Pipeline Management

3.    Accurate Sales Forecasting

4.    Reviewing the Sales Process

5.    Improving Lost and Qualified Out Analysis

However good the leads or effective the sales model, closing the deal will still depend on the skills of each rep. It is therefore important to use the CRM to track the performance of each individual in the sales team. The objective is not simply to assess performance and identify the top performing reps, but also to understand how each is performing at every stage of the process. Online CRM provides the data to improve the execution of the sales team.


Find out how your business can move with the times and evolve its sales processes using online CRM to increase leads. Click on the button below to download the full eBook.



Aug 21,2014 by Anonymous

Caspian LogoCloud based CRM from Workbooks has helped Caspian Media overcome the challenges of its disconnected systems, providing a ‘joined-up’ system for all its customer interactions.

As a successful media and publishing business, Caspian Media generates revenues by selling advertising in its publications, selling delegate places and sponsorships for the events it organises. Over the years, Caspian had installed a number of ‘disconnected’ systems to manage its customer interactions, sales order processing, cash flow and invoicing.

Caspian had a bespoke, in-house CRM system, but it only supported a small portion of the company’s workflow and therefore had to be supplemented by a network of spreadsheets. In addition, the finance team used a separate accounting system called Opera Accounting, and had no visibility of the data held within the in-house CRM system.

With no central database accessible to the whole team, the sales order and invoicing process involved a number of time consuming manual tasks, which carried the additional risk of human error. Caspian recognised that it was time to search for a cloud based CRM that could be integrated with its order management and invoicing platform so that it could transform its business workflow.

Nick Henderson, IT Support Engineer at Caspian Media, said, “It was important to us that we found a system with comprehensive order management, order fulfilment and invoicing capabilities. Workbooks has delivered this in a single customer database that has streamlined our internal processes and resulted in improved cash flow for the business.”

Workbooks provided Caspian Media with a ‘joined-up’ system for its entire customer interactions, from capturing leads, all the way through to processing an order and invoicing the customer. With Workbooks, Caspian can now:

  • Manage sponsorship and track advert sales.
  • Carry out a full audit of order history.
  • Place a standardised workflow for order processing and invoicing.
  • Manage its KPIs and share reports across the team in real time.


Caspian Case Study



Click HERE, or the download button below to read the full Caspian Media case study and find out how a cloud based CRM from Workbooks can assist your media publishing business.



Aug 01,2014 by Anonymous

Top tips for businesses embarking on a Sage accounting system swap out for better CRM 

The range of Sage accounting system and ERP (Enterprise Resource Planning) solutions has been the de facto choice for many organisations for the past decade.  In general, Sage products are good at tracking what happens in your business once you have an order from a customer. But what about winning the order in the first place?

Traditionally, Sage products have been poor at supporting the sales and marketing activities of businesses, yet to grow your revenues you need to be winning new accounts as well as selling more to your existing clients. This is why more and more Sage accounting system and ERP customers are implementing CRM systems to sit alongside their Sage back-office applications.

Our latest eBook looks at the key elements of any successful sales and marketing strategy and our experts provide seven top tips for integrating your CRM system with your Sage accounting system and back-office to maximise results. Key points include:

1.    A more targeted approach to marketing.

2.    Effective marketing campaign management.

3.    Achieving a 360 degree view of all your customer engagement - from the initial lead right through to the order.

4.    Improved forecasting and pipeline management.

…and many more.

But you don’t just want to take our word for it so we’ve also included quotes from customers that have already made the switch from Sage to Workbooks. This includes short comments from:

  • CSols Ltd.
  • EST Marketing.
  • ASK Europe Plc.



To read the full eBook and find out more about how Sage customers can grow revenues by successfully implementing CRM, click here, or the download button below:

Jul 10,2014 by Anonymous

Web Enablement eBookA web-based CRM system should be at the hub of your web strategy, providing a single platform to support all business transactions both on and offline.

Web enabling the business is now an essential part of any corporate strategy. From the Wi-Fi enabled Kindle support to accountants delivering online portal based services, the web provides a number of ways for organisations to change the way they interact with customers.

However, these services can only be achieved if they are based upon accurate, detailed, up to date customer information – and this information can be securely hosted within a web-based CRM system. Integrating a web-based CRM system into the web site enables businesses to control existing investments whilst creating an end to end engagement model that delivers a seamless experience for customers.

With the right approach to the web strategy organisations can:

  • Reduce costs.
  • Improve the quality, timeliness and relevance of information and services.
  • Transform customer understanding.
  • Create stronger customer relationships.

Having completed many web-based CRM integrations, our CRM experts have provided three top tips on how businesses can exploit a CRM enabled web strategy:

1. Enable Customer Self Service – for many organisations, the quick win from a web enabled strategy is the ability to provide customers with the information they need, when they need it. Enabling online self-service for customers reduces the burden on the organisation while cutting costs and driving down the administrative overhead.

2. Improve relevancy - capturing every customer interaction in a web-based CRM system provides the business with new depths of understanding that can be used to tailor communication and content that is relevant to each customer.

3. Improve upselling and cross-selling opportunities - a web-based CRM system will provide organisations with in-depth customer purchase behaviour and preferences to improve the upselling and cross-selling of add-on products and services.


For more information on the benefits of web enabling your business with a web-based CRM system, download our eBook “Five Steps to CRM enabling the Online Strategy”. Offering web enabled services to customers – whether business or consumer – is no longer a ‘nice to have’ option, it is essential. Can your organisation afford to miss out on this opportunity to consolidate, integrate and improve the overall customer experience?


Jul 02,2014 by Anonymous

World Cup - CRM ProviderENGLAND 0 – 1 CRM

This year’s football world cup has certainly thrown up some shock results - defending champs Spain getting knocked out in the first few games, England failing to progress through the group stages for the first time since 1958, Greece getting through to the final 16 and the unbelievable Luis Suarez biting incident……but what do all these have to do with choosing a CRM provider?

At the start of the tournament Spain were one of the favourites to win – so putting your money on them was perceived as a pretty strong bet. On the other hand, as one of the less-profiled footballing nations and up against strong competition, very few people had bet money on Greece making it through to the next round. Likewise, Uruguay’s star player was the Premier League’s Player of the Year, a reformed character on the up and now, remarkably after a ‘live’ catastrophic failure has come crashing down and his career hangs in the balance.

The key thread here is that you can’t rely on perception alone. Whilst it may seem like a sure thing to bet on the big guys, size, profile and presence in the market don’t guarantee a quality performance.

The same can be applied when selecting a CRM provider.

Whether you’re looking to implement CRM for the first time or just looking to upgrade an existing solution, selecting the right partner that fits your business is paramount. Choosing the largest provider or the one with ‘snazziest’ branding does not mean that they will deliver the features and functionality that your business requires.

Our eBook, Taking the Plunge – making sure you get the right CRM partner, provides advice and guidance on the key questions you need to ask vendors when looking for a new solution. These include:

  • How well do they know and understand your business?
  • What experience do they have in your business sector?
  • Can they guarantee results?

Taking the Plunge - CRM eBookTo find out what questions your business should be asking potential CRM providers, download our eBook HERE. Don’t be fooled into thinking that biggest is always best -  if the quality doesn’t exist in either the team or product then your new, expensive CRM system may not perform as you had hoped and will also be out sooner than you expected – just like Spain! Oh and er, Roy Hodgson and Co!