Management

Sales director, Ian Moyse, to present on how CRM and Membership Management can work together.Associations and membership organisations are taking a leaf out of the commercial sector\'s book and replacing their traditional...

Use the right CRM software to look after your members and they\'ll look after you.Chances are you will already use CRM software. Not that you will necessarily call it that. You may use an exotic combination of...

Membership management systems just can’t give you what the Workbooks CRM can… we compare the functionality of the two solutions. How can Workbooks help me manage my membership and even boost engagement to help my business...

Forresters\' recent \"The State of Customer Analytics 2012\" report revealed that the vast amount of customer data now available to organisations is making data management, quality control and integration very...

10 years ago, advertising was the preserve of large businesses with big marketing budgets.  In fact a whole ecosystem of marketing and advertising agencies would make money designing, testing and implementing expensive...

Contract Management is an optional module which can be added to either the CRM Edition or the Business Edition for a small fee. We have been working alongside a number of customers to define the functionality of this module and...

Many of our customers are now using Workbooks Business Edition to run their entire ‘prospect to cash’ process. This means they are using Workbooks to: Manage leads and convert them into opportunities; create quotes and...