Workbooks CRM Blog

If your sales team are still tracking their pipeline and deals in spreadsheets instead of your shiny, new CRM, follow these tips to get them sharing.

Getting paid is one of the hardest tasks for any organisation. Late payment of invoices has a huge impact on cash flow, particularly for SMEs. One way to encourage customers to settle their accounts quickly is by offering early payment discounts – a percentage reduction on the bill when settled in advance of the payment deadline.

Many providers advertise “Cloud” software solutions which are not quite what they seem. This guide will show you what to look out for when considering Cloud CRM solutions.

Here are the top 5 ways to leverage your CRM system for business intelligence and service improvement.

Usually perpetrated by a business’ own staff, Accounts Payable fraud often remains undetected for a long time - find out how the right CRM system can help you take control.

The Workbooks.com Cloud-based CRM solution extends beyond CRM to support the aims and activities of NFPs and Charities like Coeliac UK and the CABA. 

Workbooks.com, a UK provider of cloud-based CRM and business applications, has announced the launch of its next-generation CRM and membership management solution; Workbooks Not-for-profit, as a result of the success of the Workbooks solution in the NFP and Charity sector.

Now we know that you’d like to see that kind of growth and improve your sales forecasting processes and with the right CRM solution you can.

Using CRM lead rating to motivate salespeople yields larger returns and profits.

Sales and Marketing were named the ‘New Power Couple’ in an Aberdeen Group report. Marketing automation is transforming how marketing teams work. They aren’t just generating, scoring, nurturing and preparing sales-ready leads. They are also now integrating these with CRM to deliver better sales and marketing alignment.

Revenue Performance Management (RPM) takes CRM to the next level