CRM In practice at Accounting firm Shaw Gibbs

Presented by

Fran Kidd, Business Development & Marketing Manager

About this talk

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.

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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.