G2 Summer 2022 Grid® Report For CRM Type: #Non-gated Whitepapers#Uncategorised Our Users Have Spoken! Workbooks has been named as a High Performer in G2’s Summer 2022 Grid® Report for CRM. G2 is the world’s leading B2B software and services review site. Its influential Grid® Report for CRM ranks...
G2 Summer 2021 Grid® Report For CRM Type: #Non-gated Whitepapers#Uncategorised Our Users Have Spoken! Workbooks has again been named as a Leader in G2’s Summer 2021 Grid® Report for CRM. G2 is the world’s leading B2B software and services review site. Its influential Grid® Report for CRM ranks...
There’s no secret to CRM success Type: #Non-gated Whitepapers#Uncategorised 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...
Building A Business Case For CRM Type: #Non-gated Whitepapers#Uncategorised Building a business case is an essential step in any CRM procurement project, but it is all too often rushed, glossed over, or ignored altogether. Typically CRM advocates within a business are keen to rush to the next stage of...
CRM Readiness Checklist Type: #Non-gated Whitepapers#Uncategorised A successfully implemented CRM solution can deliver tremendous value to your organisation, helping you to grow revenues and reduce operational costs. At Workbooks, we have produced this CRM readiness checklist to help guide you...
Top 5 Marketing KPIs and How to Track Them Type: #Blog#Sales#Uncategorised Key performance indicators to demonstrate the role of marketing in driving revenue. As a marketing leader it’s your job to demonstrate the value of your department in driving revenue and value to the business. ...
Customer in the Spotlight: Atlantic Data Security Type: #Blog#CRM#Sales#Uncategorised 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...
Customer Spotlight: soak.com Type: #Uncategorised [fusion_builder_container hundred_percent=\"no\" hundred_percent_height=\"no\" hundred_percent_height_scroll=\"no\" hundred_percent_height_center_content=\"yes\" equal_height_columns=\"no\" menu_anchor=\"\"...
Zapier: Integration made simple Type: #Uncategorised Every team in a business has different goals and requires specific tools to achieve these goals. This can mean that valuable business data get spread across many different applications. Your business can greatly benefit from...
Phil Lawler joins Workbooks’ Board of Directors as Chairman Type: #Uncategorised Xx January 2017, London, UK: Workbooks Online Limited, the UK-based leading CRM vendor, announces that Phil Lawler is joining its board of directors as Chairman. Phil Lawler brings a wealth of experience to Workbooks. Phil...
Workbooks Winter Release Preview & Christmas Drinks Invite – 10th December Type: #Uncategorised We have decided to host an event in London to give customers a preview of the Winter release of Workbooks on Thursday 10th of December 3pm to 5pmAs it\'s Christmas, we thought you might also like to join us for a drink afterwards,...