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Workbooks Customer Summit 2024
Join us on Thursday 19th September 2024 at the Ham Yard Hotel, London, 9:30am-4pm (followed by drinks), to discover:
- Top tips on how to get the best results from Workbooks
- The exciting new features you’ll be getting in our new product release
- The chance to meet our team and speak to us about your experience with Workbooks
AGENDA
9:30: Introduction and welcome
Hear from our very own CEO at Workbooks, John Cheney, who will kick off the day.
9:45: What’s new in Workbooks?
Learn what’s coming up in our latest product release from our new green theme to new project management functionality. Get a sneak peek of Workbooks Labs and AI Co-Pilot.
11:00: Coffee break
11:20: Aston Shaw: How we use Workbooks
Dan Overton, Managing Director at leading accountancy firm Aston Shaw shares how his teams use Workbooks day-to-day to give you inspiration.
12:00: Introducing Force24: Marketing Automation for Workbooks
We’re extending our marketing automation integration options. Hear from the experts at Force24 to see how it works and discover how your teams can benefit.
12:30: Lunch
13:30: Could you get even better results from Workbooks?
Our team will show you how to use our 'CRM Best Practice Tool’. Discover if there’s additional functionality, customization, or general support that can help you get better results.
14:00: Book your place one of three breakout sessions
Breakout One: Improving and Automating Sales Execution
Learn how to improve your sales execution and consistency across your sales teams, with the goal of increasing revenues - automate opportunity creation, define your funnel, and create an ideal customer profile.
Breakout Two: Measuring funnel performance using Snapshot Reporting
Explore how Snapshot Reporting can give you much better insight into your funnel performance. We'll show you how to build the reports and dashboards you need, how to measure performance at different funnel stages, and how to track your pipeline over time.
Breakout Three: Data Quality – how to keep your data in good shape
Discover how to improve the quality of your data within Workbooks. Learn what counts as high-quality data, how to achieve it, and how to maintain it.
14:45: Coffee break
15:00: Customer Panel discussion
Hear from a range of Workbooks customers about how they use Workbooks in a variety of different ways.
15:30: Customer Excellence Awards
We’re giving away five awards to recognize our awesome customers. From the Shared Success Hero to the biggest CRM champion, there’s an award to be won for all kinds of customers. Those that are nominated will be notified by 6th September 2024.
16:00: Drinks and networking
Join us after the event to speak to other Workbooks’ customers and our team.
Drop-in sessions: Talk to support throughout the day
Our support team will be available throughout the day to help you with challenges or queries – just drop in when you’re ready.