CRM

Workbooks was named as the only high performer in G2’s Mid-Market UK Regional Grid Report® CRM Fall 2023, ranked in third place across the region, trailing only to global super-brands Salesforce and Hubspot, but well ahead of...

The theme of Workbooks’ 2023 Customer Conference was ‘Reaching New Heights’ – an idea that became quite literal during the keynote from pioneer of female British aviation Mandy Hickson! But it was also embodied throughout...

Unveiling the Results of the 2023 Workbooks Customer Survey Customer feedback is vital to any SaaS business, including ours.  Let’s explore why this feedback is so significant: 1. To enhance the quality of your Products ...

Working with a customer management relationship (CRM) solution is no longer considered an organisational add-on (a mere luxury)—it’s quickly becoming a standard for businesses looking to get ahead in an increasingly...

Moving from a product-centric organisation to a customer-centric one will accelerate the growth and success of your small business.  In our fast-paced, hyper-connected digital landscape, customers are well and truly in the...

Workbooks recently sat down for a chat with Conor Doyle, Head of Sales at our valued long-time partner DQ Global to discuss the growing importance of data quality in CRM systems, how it drives business success and prepares for the...

Welcome back to Support. This month we are having a deeper dive into our internal support processes to help explain a little more about how we work day-to-day and how we resolve your queries.   How do we process your Support...

The notion of digital transformation has elevated from buzzword to business imperative since the pandemic. In 2022, the need to accelerate digital transformation and build greater agility into the business remains top of the...

How to use CRM for more effective account management  Customer relationship management and client account management aren’t one and the same - but if you created a Venn diagram of their goals and strategies, you’d see...

 The CRM market is downright daunting. CRM now represents the biggest software sector in the world, with projected revenues to reach nearly $104 billion by 2025. So if you’re struggling to gain traction with your CRM...

CRM is a core component of the operational toolkit – even SME adoption levels have now reached 79%, according to a recent survey from Workbooks. And yet, CRM success rates are still too low. For every business achieving...

According to recent reports, CRM software industry revenue is expected to more than double by 2025 and it’s easy to understand why. At the heart of every growing business lies CRM. However, it’s not just about choosing a CRM...