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If you’re in professional services, a system for customer relationship management (CRM) will help you grow, improve productivity, and simplify operations. Using CRM systems can be a game-changer when competition intensifies —...

Sales emails - we all get them. But how do you write sales emails that boost your response rates? Make sure you avoid making these mistakes and use the tips shared to get your best results yet.   1.  Don’t waste my...

There’s one key problem many media firms and publishers are facing that’s holding them back from monetizing data and improving efficiency. The cause is using multiple, disjointed systems, which we covered in...

You’ve probably heard about some of the key benefits of a CRM. But let’s take a look into the challenges it helps resolve.   If you think your customers’ satisfaction could be higher, your sales pipeline could be...

What is a CRM manager?   A CRM manager role can vary from one company to another. Generally, CRM managers are in charge of creating strategies that will enhance the relationship between a company and its customers, using sales,...

If you want to know how much time you can save by switching CRMs or how to get the bottom of your biggest sales and marketing challenges, there’s a simple way to find out.  CRM consultancy.   It’s a great way to...

If you feel like you’re not getting the most from your CRM or that you don’t have enough time to manage your platform as a team – there\'s good news. Workbooks now offers Managed Service CRM, where we take on some or all of...

It might be the largest vendor of Customer Relationship Management software in the world, but even Salesforce comes with its disadvantages.   Although it may be the easy choice, Salesforce is often not the best fit for every...

It’s frustrating to see how easily people can overpay when working with enterprise CRM vendors.   If you’ve already heard of a big brand and seen their advertising, it feels easier to trust them.  But many tend to be...

Easter is officially over. And there\'s only one thing we all need after seeing cute Easter bunnies everywhere. A splash of terrifying horror.  Horror movies might not be the first thing you think of when planning your CRM...

What\'s the difference between a good CRM system and a bad one?  For sales teams it comes down to one thing - how much you sell.    When you’re using your CRM the right way, you’ll get a 360-degree view of your...