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20% improved efficiency: Business automation increases profitability

 
Improving Business Efficiency

If you’re not embracing the benefits of business automation, then you’re missing out.

Have you ever considered how much time it takes your marketing team to collect and allocate leads? Or how long your sales reps spend creating bespoke customer quotes? Can you currently automatically capture customer support enquiries via your website and instantly allocate the case to the correct person or user group within your CRM? What’s more could your month end invoicing run be reduced from a 7 day process to a half an hour job?

By utilising business automation, your sales, marketing, customer support and finance teams could be enjoying 20% improved efficiency.

Web Based CRM for Financial Services: Case Study Collection

 
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How web based CRM from Workbooks helped three financial services firms overcome specific business challenges to better meet customer expectations.

When it comes to financial services firms we understand that your business model is different to other types of organisations, with needs and requirements as individual as the services you provide.

In a challenging marketplace, you need the right tools – such as web based CRM - at your disposal to keep ahead of the competition and keep up with the expectations of your clients.

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Falling back in love with CRM

 
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Despite the hopes, excitement and expectation, a mixture of naivety and youthful exuberance means the first foray into CRM is unlikely to stand the test of time. Just like your first love. According to a 2013 survey by Merkle Group Inc[i], a business’s first CRM deployment is more likely to fail than succeed - with 63% of CRM initiatives failing.

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What’s the Best Way to Make Sales Teams Use the CRM Solution You’ve Invested In? [POLL]

 
Workbooks Poll

Poll: What’s the Best Way to Make Sales Teams Use the CRM Solution You’ve Invested In?

Secrets and Lies: What’s Your Sales Team Keeping from You? [SLIDESHARE]

 
Secrets and Lies: What’s Your Sales Team Keeping from You?

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.

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Membership Management Databases Vs. Workbooks CRM [INFOGRAPHIC]

 
Membership management databases vs Workbooks CRM revised

Membership management systems just can’t give you what the Workbooks CRM can... we compare the functionality of the two solutions. 

How Much Pipeline Do You Need to Make Your Sales Number? [POLL]

 
Workbooks Poll

Poll: How Much Pipeline Do You Need to Make Your Sales Number?

Workbooks Vs. GoldMine: the CRM System Showdown [INFOGRAPHIC]

 
goldmine v workbooks the crm showdown

What does the Workbooks CRM system offer YOU that GoldMine doesn't?

Workbooks.com has launched a new Cloud CRM solution for NFPs and Charities

 
Workbooks.com has launched a new Cloud CRM solution for NFPs and Charities

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.

 



The Automated Company is Complete!

 
The Automated Company is complete

How to use CRM to work as one...

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