A complete guide to customer order management Type: #Blog#CRM Nobody likes dealing with order processing. But the truth is, smooth, efficient customer order management is crucial for happy customers and a thriving business. Every sale, interaction and touchpoint with your customer is...
Legal CRM solutions: how they transform law firms Type: #Blog#CRM The legal landscape is evolving. Are you keeping pace? Law firms are facing increasing pressure to deliver exceptional client experiences while maintaining operational efficiency. Gone are the days of relying solely on...
What is email marketing and how does it work? Type: #Blog#Marketing In modern business, every decision counts and every connection matters. Email marketing isn’t just another digital tactic — it’s the bedrock of effective and, crucially, cost-efficient digital marketing. It’s a direct line...
The top 6 reasons people break up with HubSpot Type: #Blog HubSpot - it’s one of the big CRM names out there but does it live up to the hype? We’ve delved into the differences between HubSpot and other CRM providers like Workbooks. And we’re revealing the key reasons people are...
How we secured our #2 position for CRM software with a bullsh*t campaign Type: #Blog Last year we were rated by TechRadar as the number 2 for CRM software and we talked about the similarities we found in reference to the famous Avis campaign. This year we’re thrilled to share that we’ve secured our number 2...
CRM Data Quality: What It Is and Why It Matters Type: #Blog Ever feel like you’re drowning in data? With 2 quintillion bytes of data generated daily across industries, it\'s easy to get overwhelmed. That’s why data quality is so crucial for effective data management. Organizations...
What is Lead Generation in Marketing? Type: #Blog Lead generation is the heartbeat of any successful business. It’s the process of attracting potential customers, or “leads,” and turning them into actual prospects for your products or services. Sounds simple, right? Well,...
Your guide to CRM project management Type: #Blog At its core, customer relationship management (CRM) is a strategy designed to enhance customer interactions, improve satisfaction and drive business growth. When combined with effective built-in project management, CRM becomes a...
Three CRM questions that Severance answers Type: #Blog You’re probably wondering what CRM and Severance have in common. The answer is the questions that the office workers and CRM users raise when in the workplace. Like us, the innies in Severance have goals, suspicions,...
3 No-BS Christmas lyrics in the form of CRM challenges Type: #Blog It’s time to get into the Christmas spirit by taking your favorite Christmas songs and transforming them into CRM-related challenges. If you’re struggling with any of these challenges, you’re not alone. Our recent...
November 2024 Workbooks 7.4 release: What’s new? Type: #Blog Our latest release is here and there\'s lots of new updates to explore. We\'ve got a brand new offering - Project Management, a greener look and feel, and some extra enhancements ready for customers. Check out all of the new...
Worried about switching CRM? 3 myths about moving CRM Type: #Blog When it comes to CRM, the truth isn\'t always pretty. Our latest research revealed 62% of sales and marketing leaders feel stuck with their CRM. People are putting up with poorly implemented software, spiraling costs, and poor...