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July 2019

TCFM – Customer CRM Journey |

10th July 2019 @ 11:00 am - 12:00 pm BST
TCFM logo WOrkbooks

For more than 55 years TC Facilities Management has delivered facilities management services, including cleaning and security, to many of the UK’s most well-known retailers, manufacturers, property firms, and other corporates. Headquartered in Tadworth, Surrey, it now operates in [...]

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September 2019

Learn how CRM can really underpin your New Business Sales Success. |

17th September 2019 @ 10:00 am - 11:00 am BST
Workbooks raises growth capital and extends management team

In this webinar Alex Bradley, Workbooks Head of Sales will cover: Why you need a defined sales process and what it should look like. How you should be using CRM to make you a more effective Sales leader (pipeline metrics, [...]

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WEBINAR – The WESS is changing for the better |

24th September 2019 @ 10:00 am - 11:00 am BST

The existing Workbooks Exchange Server Synchronisation solution (WESS) has been extended to include additional functionality via an Outlook Add-In for WESS. This webinar will guide you through the additional functionality now available: The Add-in provides a user interface directly inside Outlook [...]

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Technology for Marketing |

25th September 2019 - 26th September 2019
Olympia London, Ludgate House, 245 Blackfriars Rd London, SE1 9UY United Kingdom Google Map
TFM Logo

Join Workbooks at TFM 2019 As technology continues to transform and evolve at a rapid pace, so does the role and responsibilities of the modern marketer. Driven by data-insights and how to improve and better understand the engagement with [...]

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October 2019

Top 5 Marketing KPI’s & how to track them |

15th October 2019 @ 10:00 am - 11:00 am BST

To be a successful marketer, you need to be fluent in the numbers and KPI's that are representative of your organisation's success. In this webinar Workbooks CMO, Christelle Fraysse will talk about: What are the critical measures of Marketing your CEO really cares about How [...]

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5 Ways CRM can Help Improve your Ad Sales |

15th October 2019 @ 2:30 pm - 3:00 pm BST

Everyone knows CRM is important. Despite that, most CRM implementations fail and companies struggle to realise the promised value from this investment. One of the key reasons for this is that CRM software is just a tool and your [...]

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Gator Suite |

30th October 2019 @ 10:00 am - 11:00 am GMT

Everyone has heard of tools like HubSpot, Dotdigital, Marketo, Pardot, Lead Forensics etc. You may in fact be using one of these solutions, but did you know that Workbooks in partnership with Communigator has a suite of built-in marketing [...]

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January 2020

New Year, New CRM: How Do You Know Your CRM Is Right? |

January 23 @ 9:00 am - 10:00 am EST
switching CRM

Is your current CRM is not delivering the outcomes you expected? Have you found that user adoption is poor? Is the cost of the platform crippling your budget? Maybe your New Year's resolution should be to re-evaluate your CRM [...]

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July 2020

Webinar: Create online surveys with Workbooks Marketing Automation |

July 14 @ 10:00 am - 11:00 am BST

In this webinar, Darly Greaves, our Senior Marketing Automation Consultant, will show you how you can create any survey for any audience. He will cover: What, Why and How Use Cases – for example building customer satisfaction surveys relevant [...]

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October 2020

CPQ (Configure, Price, Quote) |

October 14 @ 10:00 am - 11:00 am EDT

We are pleased to announce that in partnership with BlueprintCPQ we have added a CPQ (Configure, Price, Quote) module to our solution, enabling you to: manage complex pricing and configuration from Opportunities, Quotations or Order records; simplify and automate [...]

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