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...

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...

CRM software is integral to the day-to-day running of most businesses, but for many, CRM has failed to deliver. In a recent survey conducted by Workbooks, 50% of respondents had already switched CRM at least once. According to...

We surveyed 200 SMEs, 145 in the UK and 5 in the US. Around a quarter of respondents were in marketing roles, a quarter in sales, with the others split across the C-suite, customer service, finance and so on. In terms...

In November 2021, we carried out our third annual survey of SMEs on the state of the CRM software market. 200 respondents across the UK and US gave us their views on their challenges.   The findings in this report are drawn from...

The internet has changed some industries more than most and the publishing and media industry is a prime example.It’s mainly down to the fact that traditional advertising revenue streams have been affected by the increase in...

In an increasingly competitive world, manufacturing companies are continually looking for ways to get ahead and remain profitable. And a growing number are turning to technology in the search for greater revenue through more...

The manufacturing sector in the UK faces a host of challenges, ranging from the COVID-19 crisis and resulting economic downturn, to the emergence of overseas low-cost competitors. These ever-changing market demands are driving...

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...

As the publishing model has evolved in the digital age, the businesses that are thriving are the ones who have successfully adapted to the new norm. Events are a natural fit for publishers. They’re a way to create a physical...

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...