Workbooks New Target Functionality Type: #Webinar Recordings Get more of what you need from Workbooks when you watch this step-by-step guide to using Targets. Targets in Workbooks offer a powerful way to help you achieve your goals, so it’s important to make sure you can...
Workbooks Release 6.7 Overview Type: #Webinar Recordings Our Training & Enablement Manager, Jean Hardie-Matthews talks about the enhancements included in our latest release – Release 6.7. The focus continues to be improving the user interface and making Workbooks...
The TCMM Shutter Group CRM Journey Type: #Webinar Recordings Watch this Q&A session with our customer TCMM Shutter Group, one of the UK’s leading providers of interior window shutters. In this hour-long session, you’ll hear TCMM’s story of its revenue-boosting transformation...
CRM And Marketing Automation Where ‘1 + 1=3’ Comes To Life Type: #Webinar Recordings Christelle Fraysse, Chief Marketing Officer and Claire Hordle, CRM Consultant at Workbooks showcase the power of combining CRM and Marketing Automation. This webinar covers how to: Segment your audience and target them...
CRM For Customer Service Webinar Type: #Webinar Recordings Our Customer Support Manager, Sam Grant, shows you how Workbooks CRM can help you deliver exceptional Customer Service. You’ll discover how you can use CRM to help you with: Support Ticketing & Case Management ...
Align Sales & Marketing For Business Success Type: #Webinar Recordings 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 caused by this divide and rescue the opportunities that...
How To Guarantee A Successful CRM Implemetation Type: #Webinar Recordings CRM is a journey of improvement and organisational changes, and implementation can bring challenges. Having spent over 10 years implementing hundreds of CRM projects, we’ve been able to identify the 7 golden rules for CRM...
Building Shareholder Value With The CRM Type: #Newsroom#Webinar Recordings John Cheney, CEO of Workbooks, discusses how CRM can help business leaders build shareholder value. This webinar covers: Spotting issues in your business, understanding them better and taking corrective actions ...
Activereach – A Workbooks Customer Tells Their CRM Journey Type: #Webinar Recordings Raza Rizvi, Technical Director at IT Security Solutions provider, Activereach, gives an insight into their CRM journey, right from the very beginning: Their previous CRM & why it was not right for them What they were...
A Practice Fit For Future – Leveraging Technology To Boost Business Development Type: #Webinar Recordings Find out how professional service firms can use technologies like Customer Relationship Management (CRM), business process and marketing automation to adapt to the digital age. Understand how to drive more revenue both from...
How CRM Can Underpin Your New Business Sales Success Type: #Webinar Recordings In this webinar Alex Bradley, Workbooks Head of Sales demonstrates how he uses CRM to implement new business sales strategies with his team. Why you need a defined sales process and what it should look like. How you should...
Top 5 Marketing KPI’S And How To Track Them Type: #Webinar Recordings To be a successful marketer, you need to be fluent in the numbers and KPI’s that are representative of your organisation’s success. In this webinar Workbooks CMO, Christelle Fraysse explains: What are the...