WEBINAR RECORDINGS
Top 5 Marketing KPI s & how to track them
To be a successful marketer, you need to be fluent in the numbers and KPI's that are [...]
The WESS is changing for the better
The existing Workbooks Exchange Server Synchronisation solution (WESS) has been [...]
How CRM can really underpin your New Business Sales Success
In this webinar Alex Bradley, Workbooks Head of Sales will cover why you need a [...]
CRM for Business Transformation – TC Facilities Management & Workbooks
In this webinar, Fiona Ellingham, TCFM’s Head of Marketing shares the benefits of CRM [...]
A Practice fit for the future – leveraging technology to boost business development
Find out how firms can use technologies like Customer Relationship Management (CRM), [...]
CRM to Achieve Account Management Success
In this webinar John Cheney, our CEO, will share best practice approaches and review how [...]
activereach – Customer CRM journey
Raza Rizvi, Technical Director at activereach, will talk you through their CRM experience, ri [...]
How to guarantee a successful CRM implementation
CRM is a journey of improvement and organisational changes, and implementation can bring [...]
Align Sales & Marketing For Business Success
Sales and marketing should, in theory, be perfectly aligned. Yet in reality there is often a significant misalignment [...]
Workbooks New Charts & Dashboards Feb 2019
In this webinar Jean Hardie-Matthews, one of our Customer Success Managers, shows you everything that is new in charts & dashboards [...]
CRM for Accountancy Product Demo
Our CEO, John Cheney will show you how CRM can transform your practice and take your marketing, business development [...]
CRM for Accountancy Webinar
In this webinar Colin Abercrombie, a partner at the Glasgow accountancy firm French Duncan discusses the [...]
Building Shareholder Value with CRM
John Cheney, CEO of Workbooks, discusses how a well implemented CRM solution can help business leaders build shareholder [...]
CRM at the Heart of Customer Service – a story from soak.com
Watch an exclusive interview with soak.com, a leading online bathroom retailer, where we discuss how they implemented [...]
CRM for Customer Service
Our Customer Support Manager, Sam Grant, shows you how Workbooks CRM can help you deliver exceptional Customer [...]
GDPR Q&A
We hosted a GDPR Q&A session where Adrian Ross, an expert in Data Protection, EU GDPR, Information Security, Governance [...]
GDPR Series – Part 3
Our CEO and Head of Service Delivery, John Cheney and Penny Lowe, discuss what to consider to ensure your electronic [...]
GDPR Series – Part 2
Our CEO and Head of Service Delivery, John Cheney and Penny Lowe, discuss supplier assessments – how to streamline [...]
GDPR Series – Part 1
Our CEO and Head of Service Delivery, John Cheney and Penny Lowe, discuss how to leverage your investment in CRM [...]
An Introduction to Workbooks CRM
John Cheney, CEO at Workbooks showcases how to use Workbooks CRM across the Marketing, Sales and Customer Services [...]
How to track Mysterious Website Traffic within your CRM System
In this interview with the Sales Lead Management Association our CEO, John Cheney, talks about this how technology [...]
Workbooks Email Marketing
Claire Hordle, CRM Consultant at Workbooks, showcases GatorMail and demonstrates the value of combining Email [...]
Workbooks Web Insights
Claire Hordle, CRM Consultant at Workbooks, demonstrates how by using a combination of CRM and Web Insights, you [...]
CRM and Marketing Automation where ‘1 + 1=3’ comes to life
Christelle Fraysse, Chief Marketing Officer and Claire Hordle, CRM Consultant at Workbooks showcase the power of [...]
Aligning Sales and Marketing Part 1
Ask someone who has never worked in a sales or marketing department whether or not the two functions tend to be [...]