Ethical technology – why it’s still about the people, not the bots

2020-02-13T11:22:21+00:00

By John Cheney, CEO and Co-Founder of Workbooks Organizations, and particularly marketing professionals, are getting to grips with using data to personalize communications and get to know their customers’ needs better. It just makes sense. If you can use [...]

Ethical technology – why it’s still about the people, not the bots2020-02-13T11:22:21+00:00

How CRM Improves Customer Experience

2020-02-03T11:17:44+00:00

Customer experience is the impression left with your customer or prospect after an interaction, driving how they think about your brand, across multiple touchpoints, and at every stage of the customer journey.  People and products are the main elements [...]

How CRM Improves Customer Experience2020-02-03T11:17:44+00:00

Thinking of switching CRM? Here’s a check list….

2020-01-06T16:42:56+00:00

It’s not you. It’s me. I’ve changed. I’ve grown - my needs aren’t the same as when we got together 10 years ago. I’m sorry, but you don’t fit the bill any more. And so might go a “break [...]

Thinking of switching CRM? Here’s a check list….2020-01-06T16:42:56+00:00

Customer in the Spotlight: Atlantic Data Security

2019-04-23T12:17:05+01:00

In this month’s customer spotlight we look at how Connecticut IT security firm was able to lower costs by 50% and add functionality by replacing Salesforce with Workbooks. Since 1993, Atlantic has been delivering industry leading security products to [...]

Customer in the Spotlight: Atlantic Data Security2019-04-23T12:17:05+01:00

How to Explode Your Email Marketing ROI With Your CRM

2019-02-27T13:17:42+00:00

With unsubscribe rates increasing, open rates decreasing and our inboxes being filled with more and more noise (source - Signupto.com) how can you stand out in a crowd of offers, free trials and the promises of grand riches from millionaire [...]

How to Explode Your Email Marketing ROI With Your CRM2019-02-27T13:17:42+00:00

Keeping track of a busy marketing team using CRM – a CMO’s Guide

2019-07-24T11:31:04+01:00

Your marketing team are all busy working on campaigns, analysing website performance, driving social media activity, managing events all trying to move the needle on lead generation and build your brand. But how do you keep track of all [...]

Keeping track of a busy marketing team using CRM – a CMO’s Guide2019-07-24T11:31:04+01:00

Using marketing activities in your CRM to monitor team performance

2019-07-02T12:53:02+01:00

Not only does creating activities in Workbooks allow you to monitor interactions with people and organisations, but they can also be used to monitor the performance of your marketing team (or any team for that matter). You can use the Type field [...]

Using marketing activities in your CRM to monitor team performance2019-07-02T12:53:02+01:00