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June 2019

CRM to Achieve Account Management Success |

June 11 @ 11:00 am - 12:00 pm

View the Webinar Recording In this webinar John Cheney, our CEO, will share best practice approaches and review how CRM can underpin them. Why you need a commonly understood Account Management process How best to leverage interaction and [...]

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A Practice Fit For The Future – leveraging technology to boost business development |

June 26 @ 2:00 pm - 3:00 pm

Find out how firms can use technologies like Customer Relationship Management (CRM), business process and marketing automation to thrive in the new digital age, drive more revenue both from new business and your existing client base and in turn improve [...]

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July 2019

TCFM – Customer CRM Journey |

July 10 @ 11:00 am - 12:00 pm
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. |

September 17 @ 10:00 am - 11:00 am
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 |

September 24 @ 10:00 am - 11:00 am

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 |

September 25 - September 26
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 |

October 15 @ 10:00 am - 11:00 am

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 |

October 15 @ 2:30 pm - 3:00 pm

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 |

October 30 @ 10:00 am - 11:00 am

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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