Workbooks

18/09/2023

Implementing a CRM system effectively can work wonders for your business, from boosting sales to trimming costs and enhancing the customer experience.

However, rushing into vendor selection without clearly defining your business needs can often result in wasted investments and CRM project failure.

We've helped hundreds of organisations to CRM success, so we've put together a handy five-step guide to help your businesses clearly define your CRM requirements. 🚀


https://obi41.nl/3trud3hp

This guide will help you to better understand and define your CRM requirements.

15/09/2023

5 Reasons why you shouldn’t choose Salesforce.
https://obi41.nl/yc589dns

13/09/2023

Say goodbye to scattered data! 👋

STV's journey began when they were looking for a solution to merge their data spread across various platforms. The goal was crystal clear: streamline operations and achieve business-wide visibility.

Fast forward to today, and the results are fantastic! With an implementation with Workbooks, STV now uses the platform to fuel revenue growth across all their teams.

11/09/2023

With a strong track record of delivering tailored CRM solutions, we know the challenges businesses face in selecting the right provider and gaining support from executives.

Our guide, 'Building a Business Case for CRM,' helps you master the art of creating a compelling case to justify CRM implementation.

Follow the 10 steps and begin your journey in creating a winning business case.
https://obi41.nl/2ymkytpf

08/09/2023

Many businesses find themselves in a state of 'Confused Random Migration' when they rush into adopting a CRM solution prematurely. But fear not!

As experts in the field who have delivered hundreds of implementations, we've put together a handy CRM Readiness Checklist to help you define your journey.

https://obi41.nl/42fj6yrb

04/09/2023

At the heart of CRM implementation lies a simple truth: understanding the expected ROI.

When you've got this insight, you're ready to set expectations across your team, fine-tune budgets, and truly feel the positive impact.

Join us on a journey through our 7-step guide to decode the ROI of CRM 📈. https://obi41.nl/ymvb83nc

17/07/2023

CRM is a customer-centric methodology, not just a technology.

It enables smarter decisions and improved customer experiences for revenue growth. However, many CRM projects, which are often costly, are poorly adopted.

Our guide helps navigate the CRM landscape effectively. Discover the key factors for selecting your ideal CRM solution. 💪✨
https://obi41.nl/2p8ex37x

11/07/2023

49.9% of leading businesses state that customer experience is their main priority.

Moving from a product-centric organisation to a customer-centric one will accelerate the growth and success of your small business.

Our latest blog post reveals the three pillars of successful customer-centricity that will transform your business and make it thrive in the customer-driven era. 🚀
https://obi41.nl/2p8deh4w

10/07/2023

Why does CRM implementation require a company-wide engagement?

Our report in partnership with Raconteur gives a deep dive into the 5 reasons why your CRM strategy needs to be embedded in the heart of the business in order to achieve CRM success. ⭐️

https://https://obi41.nl/2hphh8km

07/07/2023

Pristine data is the only way to untap the potential of your CRM system.

In a recent eye-opening discussion with Conor Doyle, Head of Sales at DQ Global, we explored why data quality is the foundation for success, driving revenue growth and delivering remarkable ROI.

You can read the full conversation here: https://obi41.nl/2p86sfj5