Newsroom

What\'s the difference between a good CRM system and a bad one?  For sales teams it comes down to one thing - how much you sell.    When you’re using your CRM the right way, you’ll get a 360-degree view of your...

It’s not something everyone thinks of first when choosing a CRM. Especially as it’s easy to focus solely on functionality. But get it wrong and you can lose time, money and that all-important confidence you need to meet your...

Join Customer Support Manager, Ed Patterson as he takes you through everything that will become available in the 7.2 release. Within the webinar, you will discover: How to add activities to your springboard. How to get...

Single vendors deliver more value for money (7.1/10) compared to multi-party vendors (6.3/10)  Workbooks, a leading CRM solution provider, has recently conducted a groundbreaking survey unveiling critical insights into the...

TechRadar have ranked Workbooks number 2 for ‘Best CRM software of 2024’ and ‘Best for midsize business’. Second only to the enterprise business Salesforce and ranking higher than Hubspot, Zoho, and Pipedrive we’re...

Through our years of experience, we’ve seen (and offered) plenty of advice to prospective CRM users. But perhaps the daftest suggestion we’ve seen is that you should attempt to build your own CRM system. To that end,...

CRM software is a great way to manage all of your customers\' contact information and business interactions in one place. Cloud-based CRM has grown more popular than ever before. This is where data is hosted on the CRM...

G2 have awarded Workbooks another badge this season – Highest User Adoption. So, what does this mean? And how does it affect you?    What’s a G2 badge?  The G2 Market Report compares how Workbooks and our...

Join us on the 8th of November as we look into the new Project Records and how it can be customised to suit your needs. We will be discovering: What are the ideal use cases for this type of record? How does the Project...

Workbooks was named as the only high performer in G2’s Mid-Market UK Regional Grid Report® CRM Fall 2023, ranked in third place across the region, trailing only to global super-brands Salesforce and Hubspot, but well ahead of...

Shared Success features two key elements: • A collaborative and interactive workshop, which we run at your location to determine priorities, outcomes, and the existing IT landscape • Free implementation services to help get...

Successfully implementing a CRM solution can deliver great value to your business. There are important questions you should address as an organization in order to fully understand your journey towards adopting CRM. The CRM...