Say goodbye to spreadsheets and poor CRM systems

Sam Jefferies

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Top Stories by Sam Jefferies

Has technology forever changed selling? There's no question about it - Over the last two decades selling has changed, massively. Is it for the better or are we worse off from where we started? To help answer this question we've brought in:   Sam Jefferies: Digital Marketing Executive at Workbooks CRM. Providing CRM Software aimed at small to medium sized businesses. To find out more sign up for their 30 Day Free Trial. Ian Moyse: Sales Leader for Rackspace and Board Member of Eurocloud.   Q. So what exactly has changed? Ian begins: "Sales has moved on a great deal from my early days of a fax machine, no mobile phone and a PC tied to your desktop. In those times you did not have an inbox full of emails, were not expected to be always accessible and would work from paper maps when on the road, using the now rare red telephone box as your friendly reach back to base.... (more)

Workbooks CRM named a 2016 Top Rated CRM Platform by Software Users on TrustRadius

Tweet Email Me Ranking Based on 1,000+ in-depth reviews and user ratings Reading, England, (13th January 2016) – is pleased to announce that Workbooks CRM has been named a Top Rated CRM platform for a second year in a row by software users on TrustRadius, the most trusted peer review site for business software.     John Cheney, CEO, commented... Tags: Company newsRead more about Workbooks CRM named a 2016 Top Rated CRM Platform by Software Users on TrustRadius [email protected]'s blog Add new comment Email this page ... (more)

Workbooks Winter Release Preview & Christmas Drinks Invite - 10th December

Tweet Email Me We have decided to host an event in London to give customers a preview of the Winter release of Workbooks on Thursday 10th of December 3pm to 5pm As it's Christmas, we thought you might also like to join us for a drink afterwards, so we have booked a bar and organised some nibbles. It will be a great opportunity to meet some of the Workbooks team and also mingle with other Workbooks users. The Winter release has lots of new features, including Reporting Improvements, De-duplication, Zapier Integration... Read more about Workbooks Winter Release Preview & Christmas Dr... (more)

Workbooks Wisdom - November

Tweet Email Me Workbooks Wisdom brings you monthly tips and tricks to enable you to complete your day-to-day role with ease.     Want to have a Workbooks-Whizz in your own office?    At Workbooks, we are strong believers in the saying "Give a man a fish, and he will feed for a day, teach a man to fish, and he will feed for the rest of his life". Our System Administrator Training Course is an extensive 2 day training session that will teach delegates how to maximise the potential of Workbooks for their company; allowing them to... Read more about Workbooks Wisdom - November cher... (more)

Workbooks release - 4.7. Launching 9th of January 2016

Tweet Email Me We are pleased to announce an update to Workbooks that adds many new features which we hope you find useful, along with several performance improvements. De-duplication and Merging We have added a capability which will highlight duplicate Organisations or duplicate People records. Having identified duplicates, users with the new capability will be able to merge the records, choosing which record to retain and which values from the duplicates to merge into the retained record.   The duplicate records will then be deleted. The capability... Read more about Workbooks r... (more)