Managed Service Webinar Type: #Videos Struggling to find the right employees to manage your CRM? Want better user adoption? Our team can take on the role of a CRM Admin and Expert. We cover online training to boost user adoption and carry out the admin tasks...
Workbooks 7.1 post release webinar Type: #Videos Recap everything you missed in the Workbooks 7.1 post-release webinar.
Workbooks Release 7.1 – Project Management Type: #Product Videos#Videos Alix Snell Product Specialist demonstrates the new project management functionality in the Workbooks 7.1 release.
Workbooks Release 7.1 – Activities Type: #Product Videos#Videos Product Specialist Alix Snell demonstrates the new activity function in the Workbooks 7.1 release.
Workbooks Release 7.1 – Search Feature Type: #Product Videos#Videos Customer Success Manager Jean Hardie-Matthews demonstrates the new search function available in the Workbooks 7.1 release.
Workbooks Release 7.1 – Dashboard Views Type: #Product Videos#Videos Customer Success Manager Jean Hardie-Matthews demonstrates the new dashboard view available in the Workbooks 7.1 release.
Workbooks Release 7.1 – Currency Type: #Videos Customer Success Manager Jean Hardie-Matthews demonstrates the improved currency features in the Workbooks 7.1 release.
Workbooks Release 7.1 – New Filtering Functionality Type: #Videos Customer Success Manager Jean Hardie-Mathews demonstrates the new filtering ability in the Workbooks 7.1 Release.
Workbooks Release 7.1 – RingCentral Integration Type: #Product Videos#Videos Customer Success Manager Jean Hardie-Matthews demonstrates the new features available in the RingCentral integration.
Workbooks 7.1 Release – Comments Feature Type: #Product Videos#Videos Customer Success Manager Jean Hardie-Matthews demonstrates the new comments feature available in the Workbooks 7.1 release.
Workbooks CEO John Cheney talks sales and marketing alignment Type: #Videos Sales and marketing should, in theory, be perfectly aligned. Yet in reality there is often a significant misalignment of these two functions. How do you address the issues this divide causes and the opportunities that are lost...
Co-funding throughout your CRM journey Type: #Newsroom#Videos CRM is a journey, and it’s important to choose your software well. At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you,...
