CRM for Accountancy - Why you accountancy practice need CRM

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

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

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.

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

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

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

See how Workbooks CRM helps TC Facilities Management

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

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

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

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

Workbooks CRM empowers you to deliver exceptional customer service:

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

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.

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.

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

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.

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

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

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.

In this webinar we cover:
- What is GDPR and why you need to care about it with your customer data
- How to leverage your investment in CRM to drive compliance
- Lawful grounds for processing data – how to track and remain compliant