Get more from your CRM

Get more from your CRM

Practical advice on how to get more out of your CRM software.

Customer Services

New! Contract Management functionality

In the next release of Workbooks, currently scheduled for the end of January 2011, we will be adding a new module called Contract Management.
This ...

Customer Services

Workbooks Autumn Release - Coming Soon!

Towards the end of October we will be releasing the autumn update of Workbooks. As with all other releases, the upgrade will happen automatically, m ...

Customer Services

A qualified lead costs £248

In a SaaS (Software-as-a-Service) business, a key performance indicator is the cost of customer acquisition - how much does it cost to acquire each n ...

Customer Services

The Importance of Business Process

Many of our customers are now using Workbooks Business Edition to run their entire 'prospect to cash' process.
This means they are using Workbooks ...

Customer Services

Need your numbers now?

In my 'previous life' as a Management Accountant, it was my job to supply the management team with the monthly management accounts together with oper ...

Customer Services

Don't make me think!

It has been some time since I read 'Don't make me think' by Steve Krug, which is a book about human-computer interaction and web usability, and altho ...

Customer Services

Your data is safe with us

How Workbooks ensures your data is held securely
One of the questions we're often asked is "how can my data be secure if it's on the Internet" or s ...