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Get more from your CRM

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

Marketing

Sales

Aligning Sales & Marketing for Business Success

It is not unusual for sales and marketing functions to misunderstand each other. It is very common. But it is frustrating for the people involved and ...

CRM

GDPR and Workbooks

Like many organisations across the UK and Europe, we are getting ourselves ready for the arrival of the new GDPR legalisation in May 2018, so we thoug ...

Marketing

The benefits of integrating CRM with Marketing Automation Software

Can you name a more iconic duo than Marketing Automation & CRM? Let's have a quick look at what benefits integrating them tightly can bring to your b ...

CRM

Outcomes you can expect from a CRM Project

When embarking on a CRM project, it is a good idea to define what success looks like for your organisation. To do that, you need to define and valida ...

CRM

How CRM holds the secret to massive increases in leads

An organisation may have the best lead nurturing programme and salespeople in the industry, but if too few leads enter the top of the marketing funnel ...

CRM

The A – Z of CRM and Marketing Automation

Marketing automation will allow you to automate repetitive tasks and a CRM tool will enable you to track your customers’ journey. Workbooks have put t ...