Webinar Recordings

Join our support team and other users in our new bi-weekly webinar where you can get tips, tricks and support. In this session our experts cover list reports.  In this session we demonstrate the difference between list views...

Want to start building your Workbooks\' reporting skills? Watch our 40-minute webinar if you\'re new to reporting and want to learn how to get started. We\'ll cover: How to use reports to get valuable insights Where to...

Watch the latest virtual discussion on-demand as industry experts Chris Robinson, Managing Director, Boost Evaluation, Dan Roche, Chief Marketing Officer, Workbooks and Penny Lowe, SVP, North America, Workbooks reveal and analyse...

Join our CRM and Marketing Automation webinar to hear from Lee Senior Programme Director, Strategic Partnerships, at Force 24 and Jamie Horastead, Sales Director, at Workbooks. Get a demo of Force24 and find out how to: ...

Implementation consultant Adam Pearce recaps Workbook\'s new project module. He demonstrates how to: Log and manage time Manage budget Delivery Summaries Resource Scheduler

Implementing CRM can be a challenge, involving technology, people, business processes and a lot more. How do you get it right? We’ve put together a panel of experts to help answer this question. This webinar provides you...

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 ...

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...

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...

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...

This webinar helps anyone looking to purchase a CRM – by providing insights into the things to consider when reviewing platforms and what to ask vendors when going through the selection process. To discuss those all important...

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...