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CRM In practice at Accounting firm Shaw Gibbs

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.
Recorded Jan 28 2019 6 mins
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Presented by
Fran Kidd, Business Development & Marketing Manager
Presentation preview: CRM In practice at Accounting firm Shaw Gibbs

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Workbooks CRM - we help you acquire, convert, and retain customers
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.

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  • Title: CRM In practice at Accounting firm Shaw Gibbs
  • Live at: Jan 28 2019 1:45 pm
  • Presented by: Fran Kidd, Business Development & Marketing Manager
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