Whitepapers

Shared Success features two key elements: • A collaborative and interactive workshop, which we run at your location to determine priorities, outcomes, and the existing IT landscape • Free implementation services to help get...

Successfully implementing a CRM solution can deliver great value to your business. There are important questions you should address as an organization in order to fully understand your journey towards adopting CRM. The CRM...

Our white paper, There’s No Secret to CRM Success, gives you an in-depth look at more than 15 organisations that have achieved successful outcomes from Workbooks CRM. The case studies highlight successful outcomes in four...

Developing a subscription model that works is tough. In 2017, just 3% of people in the UK paid for an ongoing news subscription (Reuters Institute Digital News Report), which is not surprising given the sheer volume of free...

The Media & Publishing industry is in a state of transformation, with new players continuously entering the market, leaving consumers spoiled for choice. The keys to driving revenue and sales whether organisations rely on...

Our Users Have Spoken! We’re delighted to announce that Workbooks has again been named as a Leader in G2’s Summer 2021 Grid® Report for CRM. G2 is the world’s leading B2B software and services review site – like...

This PowerPoint has been built to help you make the best impact in your first 90 days within your new role. This template guides you through the following phases: 30 Days – Discover 60 Days – Review 90 Days –...

This PowerPoint has been built to help you make the best impact in your first 90 days within your new role. This template guides you through the following phases: 30 Days – Discover 60 Days – Review 90 Days –...

One of the crucial elements of a successful CRM implementation is to gain a clear understanding of the expected ROI (Return on Investment). Get this right at the outset and you will be able to share realistic expectations...

CRM is a journey of improvement and organisational changes, and implementation can bring challenges. Having spent more than 10 years implementing hundreds of CRM projects, we’ve been able to identify the 7 golden rules for...

CRM can play a vital role in supporting sales excellence. It can help sales teams grow revenue and close more deals. But how? After implementing hundreds of successful CRM projects across the globe, we’ve identified 6 steps...