Home / CRM Success Workshop

Claim your No-BS CRM Success Workshop

For a limited time, we’re giving away a free 90-minute CRM Success Workshop, worth £750 / $997, to help you map out what’s needed from a CRM, without any commitments.

What's a CRM Success Workshop?

Claim a CRM Success Workshop to get a free report that helps you boost revenue, grow your business and improve customer relationship management. Once you’ve got your report, you can use it however you like – there's no commitment to buying Workbooks.

How it works

Book a free 90-minute meeting with Workbooks’ specialist CRM consultants. We’ll help you dig into your challenges and map out your desired outcomes.

Discover how to increase revenue by over 10% using AI and CRM
Get a customized report that helps you grow

No risks, just three guaranteed results

Identify the biggest levers to help you grow as quickly as possible
Uncover the top three actions to take to grow business and streamline operations using proven workflows
Get a clear plan showing how to implement workflows that you can use with us or take away and use with other providers

What to expect

Gives you an idea of how much you can save with an efficient CRM
Helps you reach your end goals faster with a more efficient deployment
Lowers the risk of your CRM project failing and helps you keep costs down

What to bring

Bring along your performance metrics ready for the call. We’ll take an analytical approach to help you grow, so it’s important that we know what’s happening across the different stages of your operation.

Who has attended a CRM Success Workshop?

Join hundreds of businesses and get CRM consultancy that helps you get the best results.

Hear from our customers

“The cherry on top for us was Workbooks’ CRM Success approach. It was reassuring to embark on a CRM project knowing that the vendor was so committed to a successful outcome that they were willing to share the risk with us. This made selecting Workbooks an easy choice.”

Malcolm McRobert

Business Development Manager - Scottish Motor Trading Association

“Workbooks invested the time to understand Rotary’s challenges and pain points. And was dedicated to tailoring its solution around our specific business needs. We felt confident that Workbooks would deliver and help us achieve the outcomes we wanted for the business.”

Chris Roessler

Vice President of Marketing & Advertising - Rotary Corporation

“The benefit of the Shared Success workshop was to focus on which areas we needed to commit to as a business. Were we going to focus on cases? Were we going to focus on invoicing? The answer was no; we needed to focus on our clients, i.e., people, activities, and sales. It was a very positive experience. The subject matter experts were able to help guide us.”

Jose de Almeida

Saacke

FAQs

Where do the workshops take place?

To make it as easy as possible for you and your team, we’ll run the workshop over a Teams call.

How long are the workshops?

Around 90 minutes.

Who should attend?

All departments that would use a CRM or make decisions around it should attend to help you get the best results from the session.

How much does a workshop cost?

We’re giving away CRM Success Workshops that are worth $997, free of charge. If you want to opt for the full workshop, it costs £3150 or $4,020. You can find out more info here.

Do I have to buy something to get a workshop?

None! It’s a commitment free workshop designed to help you get prepared and find the right CRM. But if you’re interested in learning more about Workbooks CRM – our team will give you all the info you need.

Ready to get started?

Book a Shared Success Workshop today or talk to our team to learn more about them.