Customer Services

It’s not something everyone thinks of first when choosing a CRM. Especially as it’s easy to focus solely on functionality. But get it wrong and you can lose time, money and that all-important confidence you need to meet your...

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...

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...

Improving the customer experience is high on the priority list of many organisations. They spend a great deal of time and money searching for new ways to deliver a better experience than their rivals. But only 15% of companies...

As markets mature and competition intensifies, products and services converge, and companies become increasingly hard to differentiate. But if you want to generate growth – and who doesn’t? –  you must find ways to stand...

The B2B Customer Experience 2017 study from business advisory firm Accenture delivered some striking findings for B2B marketers. The 1,350 sales and customer service executives from B2B organisations around the world who...

Some other departments might disagree, but your customer service function is the beating heart of your business. As the people who interact most often with customers, your service team is better placed than anyone to gather the...

Is there anything more exasperating than searching for information you’re sure is out there somewhere but you’re not quite sure where? For employees and customers alike, these data hunts are always frustrating and can add up...