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...

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...

It’s frustrating to see how easily people can overpay when working with enterprise CRM vendors.   If you’ve already heard of a big brand and seen their advertising, it feels easier to trust them.  But many tend to be...

Struggling to meet sales, marketing or operational targets despite ongoing efforts? If so, it might be time to invest in a CRM consulting service. These days, managing your customer relationships is no longer a luxury but a...

It might be the largest vendor of Customer Relationship Management software in the world, but even Salesforce comes with its disadvantages.   Although it may be the easy choice, Salesforce is often not the best fit for every...

Easter is officially over. And there\'s only one thing we all need after seeing cute Easter bunnies everywhere. A splash of terrifying horror.  Horror movies might not be the first thing you think of when planning your CRM...

CRM implementation can feel daunting, but it doesn\'t have to be. Partnering with the right CRM expert and following a few key steps can simplify implementation and deliver a quick ROI. By embracing a collaborative approach you...

Workbooks is a cloud-based system that gives you more than just membership management. We go beyond CRM to support the membership management and commercial activities of Trade Associations and Membership Organizations. But what...

What is CRM Software? Customer Relationship Management (CRM) software is a tool used to better manage interactions between a company, its customers, suppliers, and leads. As Darrell Rigby, Frederick F. Reichheld & Phil...

Through our years of experience, we’ve seen (and offered) plenty of advice to prospective CRM users. But perhaps the daftest suggestion we’ve seen is that you should attempt to build your own CRM system. To that end,...

TechRadar have ranked Workbooks number 2 for ‘Best CRM software of 2024’ and ‘Best for midsize business’. Second only to the enterprise business Salesforce and ranking higher than Hubspot, Zoho, and Pipedrive we’re...

If you feel like you’re not getting the most from your CRM or that you don’t have enough time to manage your platform as a team – there\'s good news. Workbooks now offers Managed Service CRM, where we take on some or all of...