3 No-BS Christmas lyrics in the form of CRM challenges

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 survey carried out by sales and marketing leaders has revealed the areas where CRM is the toughest to manage.

But the good news is, there’s simple ways to fix all of them that we share in this article. Check them out below:

1.“I won’t ask for much this Christmas. I won’t even wish for snow. And I’m just gonna keep on waiting, for a CRM that helps us grow”

Our recent survey showed 62% of sales and marketing leaders are feeling stuck with their CRM. Many don’t want to switch CRM software due to fear of disruption.

You don’t have to wait and put up with failing CRM software. It’s easier than you think to switch without months of disruption and high costs.

Workbooks recently released three new kinds of CRM implementation package to make your move as easy as possible.

SelfStart: The most affordable option where you can configure your own CRM. This is great for those who have previous experience configuring CRM systems.

JumpStart: A lower-cost option that gives you pre-configured CRM software. We’ll get you set up quickly, train your team, and import your data.

Shared Success Program: A fully customized implementation where we’ll run a workshop to understand and deliver against your unique requirements. If you have more sophisticated requirements involving different departments and business processes, this is the best option.

It’s easy to choose the package you need and you can pick your biggest priority – whether that’s a fully customized CRM tailored to your needs, or an out-of-the-box CRM that’s up and running in no time.

2.“Have a holly jolly Christmas. It’s the best time of the year. But I don’t know if sales will flow. ‘Cos our insights aren’t too clear.”

A great CRM should give you clear insights into key areas of your business including:

Sales performance: You should be able to easily track sales team performance on an individual and team basis through simple dashboards. The team should be able to track the progress of each opportunity quickly and easily.

Customer preferences: When is the peak time customers buy your products, where can you target customers, how are they interacting with your business – make sure your CRM software is giving you the insights on customer preferences you need to tailor your messaging and adapt your strategy

How to position your marketing campaigns: Base your content on customer preferences and segment your data to position your campaign for the best results. Workbooks offers CRM and marketing automation combined to give you a way to send personalized communications through automated workflows so you can maximize your marketing efforts even with smaller teams

How to improve customer satisfaction and retention: Get clear insights on what’s happening with each customer, act quickly to any challenges customers are facing, and make improvements based on their feedback

3. “All I want for Christmas is (one) view”

Ok, so it’s not our best effort at a Christmas lyric but it’s one of the biggest challenges people face – disparate systems. Without a single place to manage your data, it’s hard to trust your results. And the time it takes to log into and maintain multiple systems is a lot.

Workbooks CRM gives you multiple systems in one:

All of the basic and advanced CRM functionality you need

• Project Management
• Contract Management
• Event Management
• Marketing automation

You only need to pay for what you need, but the option is there to seamlessly manage everything in one system. That means you save time duplicating data entries, logging into multiple systems and you have one source of truth for your data.

So, there you have it – some questionable No-BS Christmas lyrics. If you want to learn more about what Workbooks has to offer, get in touch with us or check out or demo to see if it’s right for your business.