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Workbooks how to guide

The traditional view of CRM is that it’s all about Customer Management. A task which needs to be completed by various teams inside a business as part of their routine day-to-day activities. 

But at Workbooks, we believe it’s the R of Relationship that really counts. Because, as we all appreciate, any form of business engagement is based on an understanding of what individuals want, what they care about, and what can be done to inspire joint success.

This how-to guide gives you an overview of core Workbooks capabilities and what’s needed to get you started.