CRM

If you want to know how much time you can save by switching CRMs or how to get the bottom of your biggest sales and marketing challenges, there’s a simple way to find out.  CRM consultancy.   It’s a great way to...

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...

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...

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...

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...

What\'s the difference between a good CRM system and a bad one?  For sales teams it comes down to one thing - how much you sell.    When you’re using your CRM the right way, you’ll get a 360-degree view of your...

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...

As an integral component of digital transformation, knowing how to implement CRM well can feel like a daunting task — but it doesn’t have to be like this. Take the fear out of CRM implementation by following these basic steps...

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...

Single vendors deliver more value for money (7.1/10) compared to multi-party vendors (6.3/10)  Workbooks, a leading CRM solution provider, has recently conducted a groundbreaking survey unveiling critical insights into the...

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...