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Workbooks was named as the only high performer in G2’s Mid-Market UK Regional Grid Report® CRM Fall 2023, ranked in third place across the region, trailing only to global super-brands Salesforce and Hubspot, but well ahead of...

The theme of Workbooks’ 2023 Customer Conference was ‘Reaching New Heights’ – an idea that became quite literal during the keynote from pioneer of female British aviation Mandy Hickson! But it was also embodied throughout...

Unveiling the Results of the 2023 Workbooks Customer Survey Customer feedback is vital to any SaaS business, including ours.  Let’s explore why this feedback is so significant: 1. To enhance the quality of your Products ...

Working with a customer management relationship (CRM) solution is no longer considered an organisational add-on (a mere luxury)—it’s quickly becoming a standard for businesses looking to get ahead in an increasingly...

Moving from a product-centric organisation to a customer-centric one will accelerate the growth and success of your small business.  In our fast-paced, hyper-connected digital landscape, customers are well and truly in the...

Workbooks recently sat down for a chat with Conor Doyle, Head of Sales at our valued long-time partner DQ Global to discuss the growing importance of data quality in CRM systems, how it drives business success and prepares for the...

Welcome back to Support. This month we are having a deeper dive into our internal support processes to help explain a little more about how we work day-to-day and how we resolve your queries.   How do we process your Support...

The notion of digital transformation has elevated from buzzword to business imperative since the pandemic. In 2022, the need to accelerate digital transformation and build greater agility into the business remains top of the...

How to use CRM for more effective account management  Customer relationship management and client account management aren’t one and the same - but if you created a Venn diagram of their goals and strategies, you’d see...

When it comes to customer relationship management (CRM) reports, things can go one of two ways. Either, it can: Drive results Drive you up the wall When done right, your CRM reports should reflect your key performance...

Opening the door to Customer Support - Part 1 In Customer Support we are all about resolving customer’s issues in as efficient and effective way as possible. With that in mind, over the coming months we thought we would let you...

Given the turbulent few years caused by COVID, the speed at which the economic outlook continues to change in 2022 has surprised many businesses. At the start of the year, the main challenge for companies was how to manage growth...