Workbooks case study: TC Facilities Management used Workbooks to win its biggest financial customer

2019-12-06T15:34:34+00:00

Reading, UK, July 26 2019– Workbooks, a British cloud-based Customer Relationship Management (CRM) and marketing automation vendor, unveils how its platform helped TC Facilities Management (TCFM) to win its biggest financial customer. The problem – identifying and pitching to [...]

Workbooks case study: TC Facilities Management used Workbooks to win its biggest financial customer2019-12-06T15:34:34+00:00

It’s not you, it’s me – the warning signs a client might leave

2019-08-05T09:07:51+01:00

When a client suddenly cancels their longstanding relationship with you, does it feel like the rug has been pulled from underneath you? Was it a bolt out of the blue? It might feel that way, but in hindsight, when [...]

It’s not you, it’s me – the warning signs a client might leave2019-08-05T09:07:51+01:00

Hello? Is anyone out there? Getting to know your audience…

2019-07-02T11:34:34+01:00

Gone are the days when publishers didn’t need to know that much about their audience. Take the publisher of a women’s health magazine. The fact their readership comprised women interested in health and wellness issues was all they needed [...]

Hello? Is anyone out there? Getting to know your audience…2019-07-02T11:34:34+01:00

Being on the Front Foot – Four Tips for Proactive Account Management

2019-06-26T09:54:20+01:00

A key issue for many accountancy firms is they don’t have a formalised account management structure in place. Regular client contact? Of course they can do that. Tracking how much budget the client might have? They can do that [...]

Being on the Front Foot – Four Tips for Proactive Account Management2019-06-26T09:54:20+01:00

A Practical Guide to Cross-Selling and Upselling

2019-10-18T13:55:57+01:00

The accountancy landscape is evolving a vast rate, becoming increasingly competitive, keeping and maintaining customer bases has become crucial, so here is a practical guide to cross-selling and upselling. Accountancy is an industry going through a lot of change. [...]

A Practical Guide to Cross-Selling and Upselling2019-10-18T13:55:57+01:00

The content deluge – how do you cut through and create a loyal audience?

2019-07-09T12:26:56+01:00

The world might be short of a lot of things, but content isn’t one of them. Up to the second news channels, newsletters, e-zines, e-shots – content doesn’t even have to be real, as the proliferation of fake news [...]

The content deluge – how do you cut through and create a loyal audience?2019-07-09T12:26:56+01:00

How integrating CRM and ERP can increase revenue and profitability

2019-10-18T15:30:39+01:00

How can enterprises increase revenue and profitability? It’s well known that many ERP projects fail. According to research firm Gartner, as many as 75 per cent of such undertakings fail to deliver the expected result. And yet, despite the [...]

How integrating CRM and ERP can increase revenue and profitability2019-10-18T15:30:39+01:00

A bird in the hand – five tips for client retention

2019-08-05T09:07:48+01:00

The thought of business development often causes a shiver down your average accountant’s spine. Less inclined to cold call, most accountants would prefer to have a word of mouth referral, or a less ‘salesy’ approach. Well, the good news [...]

A bird in the hand – five tips for client retention2019-08-05T09:07:48+01:00