Wizard Systems

Workbooks CRM 101 - Next Event - Tracking Products! Wednesday 20th December

Here is an introductory draft for a blog article about tracking products in Workbooks CRM:

Tracking Products in Your CRM? The Why and How for Workbooks Users

While most CRMs focus solely on sales, marketing and service processes, Workbooks stands out for its robust support for managing products data.

But you might be wondering...why exactly do I need to track products in my CRM? Isn’t that what inventory management software is for?

Find out more by attending our next event aimed at Workbooks CRM users.  Event is Wednesday 20th December at 2pm UK time.  Register at:

https://attendee.gotowebinar.com/rt/6244329273476112991

Products Data Supercharges Your CRM

Maintaining detailed data on the specific products and services you sell in Workbooks unlocks several critical benefits:

- Increased Accuracy on Quotes & Transactions
- Better Insights with Product-Focused Analytics
- Streamlined Integration with Other Systems
- Enhanced Customer Experience

By tying all customer interactions and financial details directly to products, you improve operational efficiency, data quality and strategic decision making.

4 Best Practices for Tracking Products

Once you’re sold on leveraging products data, there are a few key best practices to implement that ensure you get maximum value:

1. Establish a Structured Products Hierarchy
2. Maintain Robust Product Details
3. Integrate Inventory Availability
4. Utilize Price Books for Pricing Control

We’ll explore what this looks like and how to make the most of Workbooks’ flexible configuration options for products.

Get More from Your CRM with Products Data

While an unusual feature for most CRMs, product management brings an added dimension to Workbooks that connects sales, marketing, finance and operations.

Thinking beyond contacts and deals to the actual products and services you sell allows you to run your business more nimbly and effectively using the 360 degree view in your CRM.

To learn more, attend our webinar

 

New Workbooks 7.2 due out soon! API and more

Workbooks are finalising a new version of Workbooks, which they hope to release in January, subject to the successful completion of final testing. More about the new functionality and full release notes will be made available and circulated nearer to the release date.

This release includes some changes to the Workbooks API. These changes should not have any impact on existing applications or integrations that access Workbooks using their API. 

Below is a summary of the new API functionality. Remember you can view the documentation of the API by navigating to Start > Configuration > Automation > API Reference, and on the Beta system this will include the following:

Additions

• New document_currency_weighted_value and home_currency_weighted_value currency attributes have been added to Private::Crm::Opportunity. These are calculated from the total value of the Opportunity with the following formula: weighted value = net value * probability / 100
Thus an Opportunity for £500 with a probability of 80% will have a weighted value of £400. The weighted value is calculated in the home and document currencies, and is displayed in the Analysis section of the Opportunity form.

•A new forecast_status attribute has been added to Opportunities. It is a picklist of values from the new “Sales Forecast Statuses” Picklist that have associated Probability values. The initial default choices are “Commit” (90%), “Possible” (60%) and “Upside” (10%), but they can be modified, removed and added to in Configuration > Picklists. Selecting a specific forecast_status value on an Opportunity sets the probability value too, and thus causes the weighted values to be calculated accordingly.

•A new probability attribute has been added Private::PicklistEntry to allow control over the probabilities attached to the choices in the “Sales Forecast Statuses” Picklist.

•A new direct_sql_import attribute has been added to Private::ImpJob, with a default value of false. This flag will be used in a new feature to enable fast Import in specific limited scenarios.

•A new name attribute has been added to Private::SpringboardItem is always set to the exposed Dashboard’s title.

•A new has_probability attribute has been added to Private::Picklist that specifies whether a Picklist’s value can have associated Probability values. This is to support the new “Sales Forecast Statuses” Picklist that is used in the forecast_status attribute on Opportunities.

 

Changes:

•The activity_status attribute of Private::Activity::Activity, Private::Activity::Meeting and Private::Activity::Task is now restricted to values from the “Activity Statuses” picklist.

 

Sage CRM + Sage 50: Better Together for Seamless Management

Seamlessly Connecting Sales, Service, and Finance

Businesses today require tight coordination between sales activities, customer service, and financials to succeed. To facilitate this, leading CRM and accounting software providers have partnered to develop powerful integrations that bridge these critical functions.

The best of these integrations link Sage CRM, a top customer relationship management solution, with Sage 50, a popular accounting platform from the Sage Group (formerly Peachtree). Together, they provide complete visibility and alignment between departments through automated data flows and process management.

By connecting Sage CRM natively to Sage 50, companies can automatically synchronize contacts, accounts, opportunities, and transaction data in real time. Customer and sales information entered in Sage CRM flows directly to Sage 50 with no manual re-keying, keeping both systems up to date. Financial figures and billing events from Sage 50 also feed into the Sage CRM system to inform sales and service tasks.

This seamless connectivity eliminates duplication of efforts across departments. With shared visibility, sales, services, and accounting staff have complete, timely information to collaborate effectively. Through its robust functionality, this integrated Sage solution helps companies streamline operations, boost productivity, increase sales, and deliver exceptional customer experiences.

Contact Wizard Systems today about Sage CRM and Sage 50 integration

Cut Your Sales Cycle with QuoteWerks

Tight turnarounds. Constant back-and-forth. Quoting bottlenecks.

Sound familiar?

Simplify your sales cycle with QuoteWerks – join our 30-minute webinar to see how.

You’ll discover how QuoteWerks:

- Accelerates quoting to meet tight deadlines
- Reduces friction for quicker prospect responses
- Streamlines approvals to eliminate bottlenecks

And more! Plus, see a live demo tailored to your needs.

Webinar Details:

Date: Thursday Dec 7th
Time: 2pm UK time

Spaces are limited. Reserve your spot now while they last!

Register Here:

 

Scheduled Success and Effortless Reporting with Workbooks CRM

Attention Workbooks CRM users.  Join us on our next free event this Wednesday 6th December at 2pm and we'll be showing how to use the scheduled report capabilities of Workbooks for more efficiency.

Register here to join this event

In this 30-minute webinar, we’ll cover:

• How setting up scheduled reports eliminates manual reporting tasks
• Best practices for creating report distribution lists
• Configuring reports to run daily, weekly, or monthly

Automated reporting through scheduled reports can save your teams valuable time while making data more accessible for timely, informed decisions.

We hope you can attend to learn how this feature works and see examples of how other Workbooks customers are using it effectively. After the demonstration, we’ll have time to answer any questions you may have.

 

We're Thrilled to be Named a Top 10 QuoteWerks Dealer for 2023!

Our team is proud to announce that we have been named one of the top 10 authorised resellers of QuoteWerks for 2023. This prestigious award recognises the top dealers each year based on sales volume and customer satisfaction ratings.

As a QuoteWerks partner for over 20 years, we take pride in providing exceptional service and support to help businesses streamline their quoting and proposal processes. This recognition reflects our commitment to delivering the best solutions to improve our customers' sales productivity.

We want to thank our loyal customers who have supported us and adopted QuoteWerks as an invaluable sales tool for their organisations. It is because of your continued trust in us that we’ve been able to achieve this high honor. We greatly appreciate the positive feedback many of you have given us over the years.

As a top QuoteWerks dealer, we have extensive knowledge and experience with the software to provide specialised implementation services tailored to each customer’s unique requirements. We also supply a number of unique integrations to other applications like Financial and CRM solutions to help our clients maximise value and get the most out of the platform.

Thank you again to our wonderful customers for making this recognition possible!