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Sales and marketing should, in theory, be perfectly aligned. Their core objective is the same –  to increase revenue –  their activities overlap and should support each other. Yet, in reality these two professions take...

Utilising CRM software is a strong indicator that your business is putting a premium on scaling and development.  No matter the size or type of your business, your company has workflows / processes that require following the...

This post details how Workbooks are set to deal with the Coronavirus or COVID-19. In the event that Workbooks is affected by COVID-19, we have business continuity measures in place to ensure that our service continues to be of...

Subscription management is the process of managing the lifecycle of a customer’s subscription from start to finish. Many companies, in the software or media & publishing industries for example use subscription models as a...

Organisations, and particularly marketing professionals, are getting to grips with using data to personalise communications and get to know their customers’ needs better. It just makes sense. If you can use what you know about...

Customer experience is the impression left with your customer or prospect after an interaction, driving how they think about your brand, across multiple touchpoints, and at every stage of the customer journey.  People and...

In this customer spotlight  we look at how a secure cloud collaboration SaaS provider was able to simplify complexity and automate its sales process by replacing Microsoft Dynamics.  Since 2010 Kahootz has been using...

Back in 2013, Jack Dorsey, the co-founder and CEO of Twitter and the founder and CEO of Square, famously advised a group of tech companies to \"meet customers where they are.\" His rationale is that nearly everyone has a...

You have a great new shiny, CRM system, all singing, all dancing – you blew the budget. But there’s a problem – adoption is poor, you can’t use it the way you want to. There are few things in life more frustrating than...

After identifying the need for a CRM system to help drive revenue, reduce operational costs and improve customer experience, and selecting the right technology, your CRM journey should be well underway. But what if your...

Company growth is the objective of most senior managers and owners who are forever seeking ways to expand and build their business. However, whilst ultimately desirable, and, generally considered a show of success and power,...

What is CRM? CRM stands for customer relationship management CRM stands for customer relationship management – which does a lot to explain what CRM is. Distilled, CRM is simply a tool that helps you manage your relationships...