Webinar Recordings

Implementing CRM can be a challenge, involving technology, people, business processes and a lot more. How do you get it right? We’ve put together a panel of experts to help answer this question. This webinar provides you...

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 ...

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 ...

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...

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...

This webinar helps anyone looking to purchase a CRM – by providing insights into the things to consider when reviewing platforms and what to ask vendors when going through the selection process. To discuss those all important...

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...

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...

Like us you’ve probably been adjusting your marketing priorities during the past few weeks – but are you satisfied with the changes you’ve made? Have you stopped some activities and are focussing on others – if so, how do...

Working remotely has changed the behaviour and expectations of many people. Has your sales team adapted its sales approach and techniques to keep up? In this session Workbooks’ Head of Sales, Alex Bradley will be joined by...

In this webinar we review the impact that bad data is having on the performance of your business such as negative customer experience, poor targeting and personalisation, ineffective sales cycle, wrong decision making and more. ...