Co-funding throughout your CRM journey

CRM is a journey, and it’s important to choose your software well.

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you, by co-funding your CRM project throughout your journey.

We call our approach Shared Success – your success is our success.

See how Shared Success lowers the cost of implementation and lowers the risk of failure of your CRM project.

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See our other resources

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Converting your social media leads

Type: #Blog#Marketing

Once you’ve planned your social media strategy, written some great posts and caught some leads, you need to convert them! While the principles are similar to converting leads from other sources, social media has some quirks...

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How To Select a CRM Solution

Type: #Webinar Recordings

This webinar helps anyone looking to purchase a CRM – by providing insights into the things to consider when reviewing platforms and what to ask vendors when going through the selection process. To discuss those all important...

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The Best Time to Implement CRM

Type: #Blog#CRM

Most organisations that implement a CRM system will do it once, or maybe twice in a decade. Although some IT staff may see more implementations as a result of job moves, the employees involved in the CRM decision process will...