Workbooks

Workbooks

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Workbooks Workbooks
7 mistakes to avoid when writing sales emails
7 mistakes to avoid when writing sales emails
Jul 22, 2024
Article
Workbooks Workbooks
Improving CRM Data Quality: Key Issues and Solutions
Improving CRM Data Quality: Key Issues and Solutions
May 20, 2025
Article
Workbooks Workbooks
Workbooks drop in clinic: Building list reports
Workbooks drop in clinic: Building list reports
Mar 03, 2025
Webinar
Workbooks Workbooks
What is email marketing and how does it work?
What is email marketing and how does it work?
May 20, 2025
Article
Workbooks Workbooks
Improving Up-Selling and Cross-Selling with your Online CRM - Workbooks CRM
Improving Up-Selling and Cross-Selling with your Online CRM - Workbooks CRM
Nov 03, 2014
Article
Workbooks Workbooks
CRM troubleshooter: How to tackle CRM's most common obstacles - Workbooks CRM
CRM troubleshooter: How to tackle CRM's most common obstacles - Workbooks CRM
Nov 10, 2018
Article
Workbooks Workbooks
23 Signs That You Have A Data Quality Problem - Workbooks CRM
23 Signs That You Have A Data Quality Problem - Workbooks CRM
Jun 23, 2021
Article
Workbooks Workbooks
The Ten Commandments for Divine Data Quality - Workbooks CRM
The Ten Commandments for Divine Data Quality - Workbooks CRM
Jul 07, 2021
Article
Workbooks Workbooks
How CRM Can Empower Your Marketing Strategy - Workbooks CRM
How CRM Can Empower Your Marketing Strategy - Workbooks CRM
Sep 17, 2019
Article
Workbooks Workbooks
5 benefits of CRM for Professional Services
5 benefits of CRM for Professional Services
Aug 27, 2024
Article

Latest Content

Workbooks Workbooks
SME vs Midsize vs Enterprise CRM: What's the difference?
SME vs Midsize vs Enterprise CRM: What's the difference?
Jun 20, 2025
Article
Workbooks Workbooks
Sales Mapping: What is It and Why Do You Need It?
Sales Mapping: What is It and Why Do You Need It?
Jun 20, 2025
Article
Workbooks Workbooks
Workbooks drop-in clinic: Conquering conditional formatting within Workbooks
Workbooks drop-in clinic: Conquering conditional formatting within Workbooks
Jun 20, 2025
Video
Workbooks Workbooks
Workbooks drop-in clinic: Create conditional statements
Workbooks drop-in clinic: Create conditional statements
Jun 04, 2025
Video
Workbooks Workbooks
Workbooks drop-in clinic: Sharing reports
Workbooks drop-in clinic: Sharing reports
Jun 04, 2025
Video
Workbooks Workbooks
Improving CRM Data Quality: Key Issues and Solutions
Improving CRM Data Quality: Key Issues and Solutions
May 20, 2025
Article
Workbooks Workbooks
A complete guide to customer order management
A complete guide to customer order management
May 20, 2025
Article
Workbooks Workbooks
What is email marketing and how does it work?
What is email marketing and how does it work?
May 20, 2025
Article
Workbooks Workbooks
Moving to the cloud? 5 legal issues you need to consider
Moving to the cloud? 5 legal issues you need to consider
May 14, 2025
Article
Workbooks Workbooks
Legal CRM solutions: how they transform law firms
Legal CRM solutions: how they transform law firms
May 06, 2025
Article

Articles

444
SME vs Midsize vs Enterprise CRM: What's the difference?
SME vs Midsize vs Enterprise CRM: What's the difference?
Sales Mapping: What is It and Why Do You Need It?
Sales Mapping: What is It and Why Do You Need It?
Improving CRM Data Quality: Key Issues and Solutions
Improving CRM Data Quality: Key Issues and Solutions
A complete guide to customer order management
A complete guide to customer order management
What is email marketing and how does it work?
What is email marketing and how does it work?
Moving to the cloud? 5 legal issues you need to consider
Moving to the cloud? 5 legal issues you need to consider
Legal CRM solutions: how they transform law firms
Legal CRM solutions: how they transform law firms
The top 6 reasons people break up with HubSpot
The top 6 reasons people break up with HubSpot
What is Lead Generation in Marketing?
What is Lead Generation in Marketing?
Three CRM questions that Severance answers
Three CRM questions that Severance answers
CRM Data Quality: What It Is and Why It Matters
CRM Data Quality: What It Is and Why It Matters
Your guide to CRM project management
Your guide to CRM project management
How we secured our #2 position for CRM software with a bullsh*t campaign
How we secured our #2 position for CRM software with a bullsh*t campaign
3 No-BS Christmas lyrics in the form of CRM challenges
3 No-BS Christmas lyrics in the form of CRM challenges
November 2024 Workbooks 7.4 release: What's new?
November 2024 Workbooks 7.4 release: What's new?
Worried about switching CRM? 3 myths about moving CRM
Worried about switching CRM? 3 myths about moving CRM
The No-Bullsh*t CRM: Check out Workbooks' new campaign
The No-Bullsh*t CRM: Check out Workbooks' new campaign
Watch out, there's bullsh*t about: 5 warning signs of a BS CRM
Watch out, there's bullsh*t about: 5 warning signs of a BS CRM
5 benefits of CRM for Professional Services
5 benefits of CRM for Professional Services
7 mistakes to avoid when writing sales emails
7 mistakes to avoid when writing sales emails
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Case Studies

4

eBooks

3

Infographics

4

Podcast Episodes

1

Reports

18
An Overview of Summer Release 6.6 - Workbooks CRM
An Overview of Summer Release 6.6 - Workbooks CRM
CRM State of the Market Survey 2020 - Workbooks CRM
CRM State of the Market Survey 2020 - Workbooks CRM
The State of the CRM Market 2019 – Industry Report - Workbooks CRM
The State of the CRM Market 2019 – Industry Report - Workbooks CRM
New enhancements to the WESS - Workbooks CRM
New enhancements to the WESS - Workbooks CRM
CRM for IT: Embrace customer experience - Workbooks CRM
CRM for IT: Embrace customer experience - Workbooks CRM
CRM for Customer Service - In The Transport & Logistics Industry - Workbooks CRM
CRM for Customer Service - In The Transport & Logistics Industry - Workbooks CRM
CRM to Achieve Account Management Success - Workbooks CRM
CRM to Achieve Account Management Success - Workbooks CRM
The Essential Guide to CRM for NFPs - Workbooks CRM
The Essential Guide to CRM for NFPs - Workbooks CRM
Generate More Leads & Increase Your Website ROI - Workbooks CRM
Generate More Leads & Increase Your Website ROI - Workbooks CRM
GDPR 5 Steps Checklist - Workbooks CRM
GDPR 5 Steps Checklist - Workbooks CRM
CRM for Manufacturing - Workbooks CRM
CRM for Manufacturing - Workbooks CRM
CRM to Grow your Business – A Guide for Management - Workbooks CRM
CRM to Grow your Business – A Guide for Management - Workbooks CRM
Sales & Marketing 101 - Better client management - Workbooks CRM
Sales & Marketing 101 - Better client management - Workbooks CRM
CRM for IT Sector: Streamline Your Orders - Workbooks CRM
CRM for IT Sector: Streamline Your Orders - Workbooks CRM
CRM for IT: Make Better Decisions - Workbooks CRM
CRM for IT: Make Better Decisions - Workbooks CRM
Data Driven Decision Making - Workbooks CRM
Data Driven Decision Making - Workbooks CRM
Services Industry - Marketing, a best practice guide - Workbooks CRM
Services Industry - Marketing, a best practice guide - Workbooks CRM
CRM State of the Market - An SME Perspective - Workbooks CRM
CRM State of the Market - An SME Perspective - Workbooks CRM

Videos

50
Workbooks drop-in clinic: Conquering conditional formatting within Workbooks
Workbooks drop-in clinic: Conquering conditional formatting within Workbooks
Workbooks drop-in clinic: Create conditional statements
Workbooks drop-in clinic: Create conditional statements
Workbooks drop-in clinic: Sharing reports
Workbooks drop-in clinic: Sharing reports
Automate your marketing with Workbooks & Force 24
Automate your marketing with Workbooks & Force 24
Workbooks 7.1 Release – Comments Feature
Workbooks 7.1 Release – Comments Feature
Workbooks Release 7.1 – RingCentral Integration
Workbooks Release 7.1 – RingCentral Integration
Workbooks Release 7.1 – Search Feature
Workbooks Release 7.1 – Search Feature
Workbooks Release 7.1 – Dashboard Views
Workbooks Release 7.1 – Dashboard Views
Workbooks Release 7.1 – Activities
Workbooks Release 7.1 – Activities
Workbooks Release 7.1 – Project Management
Workbooks Release 7.1 – Project Management
Workbooks 7.1 post release webinar
Workbooks 7.1 post release webinar
Workbooks Release 7.1 - Project Management
Workbooks Release 7.1 - Project Management
Workbooks 7.1 Release - Comments Feature
Workbooks 7.1 Release - Comments Feature
Workbooks Release 7.1 - Dashboard Views
Workbooks Release 7.1 - Dashboard Views
Workbooks Release 7.1 - RingCentral Integration
Workbooks Release 7.1 - RingCentral Integration
Workbooks Release 7.1 - Activities
Workbooks Release 7.1 - Activities
Workbooks Release 7.1 - Search Feature
Workbooks Release 7.1 - Search Feature
Workbooks Release 7.1 - Currency
Workbooks Release 7.1 - Currency
Workbooks Release 7.1 - New Filtering Functionality
Workbooks Release 7.1 - New Filtering Functionality
Workbooks Customer Conference - 2021
Workbooks Customer Conference - 2021
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Webinars

20
Secrets to CRM: How a major US manufacturer succeeded with a No-BS approach webinar recording
Secrets to CRM: How a major US manufacturer succeeded with a No-BS approach webinar recording
Workbooks drop-in clinic - Unify your reports webinar recording
Workbooks drop-in clinic - Unify your reports webinar recording
Workbooks drop-in clinic - Wrangle your records webinar recording
Workbooks drop-in clinic - Wrangle your records webinar recording
Workbooks drop in clinic: Building list reports
Workbooks drop in clinic: Building list reports
Workbooks drop in clinic: Getting started with reporting
Workbooks drop in clinic: Getting started with reporting
CRM: The good, the bad and the bullsh*t, revealed by Sales & Marketing leaders
CRM: The good, the bad and the bullsh*t, revealed by Sales & Marketing leaders
Workbooks Post release Webinar 7.4
Workbooks Post release Webinar 7.4
Managing your Projects with Workbooks
Managing your Projects with Workbooks
Managed Service Webinar
Managed Service Webinar
How to guarantee a successful CRM implementation - Workbooks CRM
How to guarantee a successful CRM implementation - Workbooks CRM
CRM for Account Management - Workbooks CRM
CRM for Account Management - Workbooks CRM
An Introduction to Workbooks CRM - Workbooks CRM
An Introduction to Workbooks CRM - Workbooks CRM
GDPR Series - Part 2 - Workbooks CRM
GDPR Series - Part 2 - Workbooks CRM
CRM for Accountancy Product Demo - Workbooks CRM
CRM for Accountancy Product Demo - Workbooks CRM
Workbooks New Charts & Dashboards Feb 2019 - Workbooks CRM
Workbooks New Charts & Dashboards Feb 2019 - Workbooks CRM
How to guarantee a successful CRM implementation - Workbooks CRM
How to guarantee a successful CRM implementation - Workbooks CRM
Making the most of preference centres - Workbooks CRM
Making the most of preference centres - Workbooks CRM
CPQ (Configure, Price, Quote) - Workbooks CRM
CPQ (Configure, Price, Quote) - Workbooks CRM
Email Optimistation Tools and Gator Social - Workbooks CRM
Email Optimistation Tools and Gator Social - Workbooks CRM
State of the CRM Market - An SME Perspective - Workbooks CRM
State of the CRM Market - An SME Perspective - Workbooks CRM

Headquartered in Reading, United Kingdom, Workbooks offers growing companies a SaaS platform to run their business and engage effectively with their customers – at an affordable price. Its core CRM services are aimed specifically at mid-market organisations and extend beyond sales, marketing and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfilment, invoicing and supplier management functionalities, CPQ functionality

Website Website
444
articles
4
case studies
3
ebooks
4
infographics
1
podcast episode
18
reports
50
videos
20
webinars