Webinar Recordings

In this webinar our Product Specialists will recap the features and functionality that we released in 2021: Springboards Sales Opportunity Best Practice Overview Tab Side Panel Activity Outcomes and Date Picker ...

Get more of what you need from Workbooks when you watch this step-by-step guide to using Targets. Targets in Workbooks offer a powerful way to help you achieve your goals, so it’s important to make sure you can...

Our Training & Enablement Manager, Jean Hardie-Matthews talks about the enhancements included in our latest release – Release 6.7. The focus continues to be improving the user interface and making Workbooks...

Watch this Q&A session with our customer TCMM Shutter Group, one of the UK’s leading providers of interior window shutters. In this hour-long session, you’ll hear TCMM’s story of its revenue-boosting transformation...

Christelle Fraysse, Chief Marketing Officer and Claire Hordle, CRM Consultant at Workbooks showcase the power of combining CRM and Marketing Automation. This webinar covers how to: Segment your audience and target them...

Our Customer Support Manager, Sam Grant, shows you how Workbooks CRM can help you deliver exceptional Customer Service. You’ll discover how you can use CRM to help you with: Support Ticketing & Case Management ...

Sales and marketing should, in theory, be perfectly aligned. Yet in reality there is often a significant misalignment of these two functions. How do you address the issues caused by this divide and rescue the opportunities that...

CRM is a journey of improvement and organizational changes, and implementation can bring challenges. Having spent over 10 years implementing hundreds of CRM projects, we’ve been able to identify the 7 golden rules for CRM...

John Cheney, CEO of Workbooks, discusses how CRM can help business leaders build shareholder value. This webinar covers: Spotting issues in your business, understanding them better and taking corrective actions ...

Raza Rizvi, Technical Director at IT Security Solutions provider, Activereach, gives an insight into their CRM journey, right from the very beginning: Their previous CRM & why it was not right for them What they were...

Find out how professional service firms can use technologies like Customer Relationship Management (CRM), business process and marketing automation to adapt to the digital age.   Understand how to drive more revenue both from...

In this webinar Alex Bradley, Workbooks Head of Sales demonstrates how he uses CRM to implement new business sales strategies with his team. Why you need a defined sales process and what it should look like. How you should...