Name: Introduction to Workbooks CRM
Start: 2018-06-13T09:40:00Z
End: 2018-06-13T09:40:51.000Z
Location: BrightTALK
Rating: 0

Workbooks is a UK based organisation offering a feature-rich CRM for marketing, sales and customer service, with additional business functionalities including marketing automation, sales order management and invoicing.
Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere.

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 In practice at Accounting firm Shaw Gibbs

See how Workbooks have helped Soak manage their customer enquiries process.

CRM for Soak.com

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 for Accountancy - Why you accountancy practice need CRM

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.

CRM at the Heart of Customer Service

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

Building Shareholder Value

Praddy Velas, Commercial Director at Amstore explains how Workbooks CRM has helped Amstore

CRM at Amstore Innovation

See how Workbooks CRM helps Law Business Research (LBR) improve their business processes - CRM for Media & Publishing

CRM for Law Business Research

See how Workbooks CRM helps TC Facilities Management

CRM for Facilities Management

Why not see for yourself how Workbooks helps one of it's customers in the manufacturing industry

Case Study - Russell Finex

Why not see for yourself how Workbooks helps one of its customers

Case Study - Knowledge Transfer Network

Workbooks CRM can we help you acquire, convert and retain customers?

Drive Business Success with Workbooks CRM

Workbooks CRM empowers you to deliver exceptional customer service:

Unified Experience
Support ticketing 
Workflows & Automation
Service Metrics
Profiling & Renewals

Workbooks CRM for Customer Service

Workbooks CRM enables you to work more effectively, to better identify opportunities, close more deals and grow revenue. Learn how Workbooks can help accelerate sales and increase productivity.

Workbooks CRM for Sales

See what Workbooks CRM has to offer for marketing professionals within the CRM tool. Learn how Workbooks CRM helps you run campaigns and generate more quality leads, giving you the tools you need to execute your marketing strategy and measure ROI.

Workbooks CRM for Marketing

CRM and marketing automation platforms need to work in sync to achieve maximum results from your marketing activities. Each is one piece of the puzzle for a full marketing stack that gets the results you need to his your goals.

During this webinar, you will learn how:

- To ensure you have the right marketing priorities
- CRM & Marketing Automation support those priorities
- Real-life examples leverage these systems

Enabling the True Value of CRM & Marketing Automation

Our CEO and Head of Service Delivery, John Cheney and Penny Lowe, provide practical advice and guidance on email marketing, e-privacy and GDPR.

In this webinar series, we discuss what to consider to ensure your electronic marketing communication does not put you in breach of the regulation.

It won't come as a surprise that at Workbooks we are driving many of our processes using our CRM platform. This webinar series is about sharing our thinking and approach around GDPR and how to leverage CRM to make it easier to get compliant and remain compliant.

GDPR Series Part 3: Everything You Need to Make Your Marketing GDPR Compliant

Workbooks CRM CEO, John Cheney, and Head of Service Delivery, Penny Lowe, discuss how to best leverage CRM to address the rapidly approaching General Data Protection Regulation (GDPR).

In this webinar we cover:
- Supplier assessments – how to streamline your processes
- Data subject access requests – areas to consider
- Data breaches and incident responses – how CRM can help

GDPR Series Part 2: Understanding Users' Rights & Freedoms Before It Costs You

See how Workbooks can we help you acquire, convert and retain customers.

Introduction to Workbooks CRM

Salesforce

Marketing and Sales Metrics

Marketing Automation

Customer Service

Customer Success

Sales

Marketing

Sales Enablement

Sales Tools

The marketing operations and automation community on BrightTALK is composed of thousands of marketing automation professionals. Learn and share best practices for marketing campaign analysis, outbound marketing and lead creation with hundreds of on-demand webinars and videos. Increase your engagement and fine tune your funnel management strategy by asking questions during live, interactive webinars with marketing automation peers and industry leaders.

Marketing Operations and Automation

Get powerful marketing insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on which marketing strategies and techniques are driving customer and revenue growth.

The marketing community on BrightTALK is made up of thousands of engaged marketing professionals. Find relevant webinars and videos on marketing strategy, branding and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

Enterprise applications have become a crucial piece of infrastructure for many businesses. The enterprise applications community on BrightTALK features the latest insights in enterprise application integration, enterprise application architecture and EAS software. Join the community to gain access to thousands of videos and webinars presented by recognized enterprise information systems experts and arm yourself with the knowledge you need to succeed.

Enterprise Applications

Get powerful help desk and support insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on the help desk and support strategies that effect business value and growth.

Help Desk and Support

As an IT professional, many of the problems you face are multifaceted, complex and don’t lend themselves to simple solutions. The information technology community features useful and free information technology resources. Join to browse thousands of videos and webinars on ITIL best practices, IT security strategy and more presented by leading CTOs, CIOs and other technology experts.

Information Technology

The inside sales community on BrightTALK is made up of thousands of engaged inside sales professionals. Learn best practices for teleprospecting and lead qualification as well as advice for implementing sales prospecting tools. Join the discussion by attending on-demand and live inside sales webinars and round tables.

Inside Sales

The channel sales community on BrightTALK is made up of thousands of sales professionals specializing in channel sales strategy, reseller sales and channel opportunities. Find relevant content on demand or engage with peers and industry leaders in live channel sales webinars and round table discussions.

Channel Sales

The sales management community on BrightTALK is made up of thousands of sales management professionals. Learn about sales training ideas and techniques while improving pipeline development strategies. Join the conversation by participating in live sales development and management webinars and round tables.

Sales Strategy

In this SaaS and subscription economy, the key to success is customer success. This is much easier said than done as client ecosystems are constantly evolving and their needs and aptitudes vary. Join this community to engage with leaders who are prioritizing and pioneering customer success by helping clients maximize ROI, inspiring account growth and strong client retention.

Get powerful insights on how to best serve today's customers. If you want to create a successful customer experience today, you will have to appeal to the need for “alone together” time. Millennials, Gen X, Boomers or Silent Generation all look for shared but individual experiences.

Customer Experience

Get powerful sales management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on the sales strategies that are generating record-breaking booking, revenue and retention numbers.

The sales community on BrightTALK brings together thousands of engaged sales professionals. Learn about careers in IT sales and marketing, sales techniques and selling strategies. Join the discussion by participating in on-demand and live sales webinars and summits with leaders in the sales industry.

Get powerful manufacturing insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on strategies and techniques to accelerate production cycles while increasing efficiencies and improving profitability.

Manufacturing

The research and development community on BrightTALK brings together leading professionals in healthcare, technology and manufacturing to present on current topics in their fields. From big data in healthcare to online forensics training and medical research practices, the community is an exceptional resource for those looking to expand their knowledge. Be part of the conversation by joining the community and participating in interactive live webinars.

Introduction to Workbooks CRM

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