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Workbooks CRM

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  • CRM In practice at Accounting firm Shaw Gibbs
    CRM In practice at Accounting firm Shaw Gibbs
    Fran Kidd, Business Development & Marketing Manager Recorded: Jan 28 2019 6 mins
    Hear about how this leading accountancy firm chose Workbooks, the integration between Workbooks and CCH, how they can now quickly report on sales and marketing activities to make informed decisions and ensure they focus on activities that win business.
  • CRM for Soak.com
    CRM for Soak.com
    Ilyash Dedat, Director of Customer Services Recorded: Jan 9 2019 7 mins
    See how Workbooks have helped Soak manage their customer enquiries process.
  • CRM for Accountancy - Why you accountancy practice need CRM
    CRM for Accountancy - Why you accountancy practice need CRM
    Colin Abercrombie, Partner, French Duncan Recorded: Dec 11 2018 49 mins
    In this webinar Colin Abercrombie, a partner at the Glasgow accountancy firm French Duncan discusses the (mis) understanding of CRM and how their journey with CCH CRM powered by Workbooks has helped the firm focus on the bigger picture:

    A single client view
    - Prospect and cross-sell effectively
    - Identify new service opportunities
    - Eliminate time spillage
    - Assure engagement compliance
  • CRM at the Heart of Customer Service
    CRM at the Heart of Customer Service
    Ilyash Dedat, Director Customer Services, Soak.com Recorded: Nov 29 2018 45 mins
    Watch an exclusive interview with soak.com, a leading online bathroom retailer, where we discuss how they implemented CRM to address their customer service challenges.

    Ilyash Dedat, Customer Service Director at soak.com explains how they have implemented a CRM tool to address their customer service challenges and the benefits they have experienced as a result. Ilyash is joined by Penny Lowe, Head of Service Delivery at Workbooks, who shares her experience of the implementation of the CRM platform.
  • Building Shareholder Value
    Building Shareholder Value
    John Cheney, CEO Recorded: Oct 30 2018 37 mins
    The goal of commercial organisations is to build shareholder value. For most, value is created by generating revenue and profit.

    How can you effectively pull on those two levers? How can you define whether the business is working optimally? How do you identify business opportunities, where you should invest more and where you can reduce costs?

    In this webinar, John Cheney, CEO of Workbooks will show you how a well implemented CRM solution can help you make the right decisions for your business:

    •Stay competitive and create growth
    •Deliver excellent customer experience
    •Improve agility, efficiency and effectiveness
    •Control and reduce costs
  • CRM at Amstore Innovation
    CRM at Amstore Innovation
    Praddy Vela, Commercial Director at Amstore Recorded: Sep 3 2018 3 mins
    Praddy Velas, Commercial Director at Amstore explains how Workbooks CRM has helped Amstore
  • CRM for Law Business Research
    CRM for Law Business Research
    Ron Doobay - CTO, Law Business Research Recorded: Aug 7 2018 4 mins
    See how Workbooks CRM helps Law Business Research (LBR) improve their business processes - CRM for Media & Publishing
  • CRM for Facilities Management
    CRM for Facilities Management
    Fiona Ellingham, Marketing Manager Recorded: Jul 25 2018 8 mins
    See how Workbooks CRM helps TC Facilities Management
  • Case Study - Russell Finex
    Case Study - Russell Finex
    Rob O'Connell - CEO Recorded: Jul 17 2018 5 mins
    Why not see for yourself how Workbooks helps one of it's customers in the manufacturing industry
  • Case Study - Knowledge Transfer Network
    Case Study - Knowledge Transfer Network
    Iain McGregor - Director Recorded: Jun 26 2018 5 mins
    Why not see for yourself how Workbooks helps one of its customers

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