Wizard Systems

Seamless Integration - Workbooks CRM and SharePoint - Event 27/3

If your business utilises both Workbooks CRM and Microsoft SharePoint, you'll be excited to learn about the powerful integration between these two platforms. By connecting Workbooks and SharePoint, you can unlock enhanced productivity, streamlined document management, and seamless collaboration across your teams.

Centralised Document Management
One of the key benefits of this integration is the ability to manage and access SharePoint documents directly from within Workbooks CRM. Whether you need to share sales proposals, contracts, or other critical files with customers and colleagues, the integration eliminates the need to constantly switch between applications. Simply navigate to the relevant record in Workbooks CRM, and you'll find all associated SharePoint documents right at your fingertips.

Streamlined Processes
The Workbooks-SharePoint integration goes beyond just document sharing. It allows you to create and update SharePoint documents directly from Workbooks CRM, ensuring that your team always has access to the most up-to-date information. This tight coupling of systems streamlines workflows and reduces the risk of version conflicts or outdated data.

Improved Collaboration
Collaborating on documents has never been easier. With the integration, you can seamlessly share, edit, and co-author SharePoint files from within Workbooks CRM. Team members can work together in real-time, leaving comments, tracking changes, and ensuring that everyone is on the same page, regardless of their physical location.

Enhanced Security
Both Workbooks CRM and SharePoint prioritise data security and compliance. By integrating the two systems, you can take advantage of robust security features, such as granular access controls, audit trails, and encryption, ensuring that your sensitive information remains safe and accessible only to authorised personnel.

Effortless Setup and Configuration
Setting up the Workbooks CRM and SharePoint integration is a straightforward process. With clear documentation and support from both platforms, you can quickly establish the connection and start reaping the benefits of this powerful integration.  Wizard Systems offer a quick-start implementation service also!

In today's fast-paced business environment, seamless collaboration and efficient document management are key to success. By leveraging the Workbooks CRM and SharePoint integration, you can unlock a world of productivity, streamline your processes, and empower your teams to work smarter, not harder.

Explore the integration today and experience the power of connected systems that work together seamlessly.   Join us for an exclusive webinar where we'll dive into the game-changing integration between Workbooks CRM and Microsoft SharePoint.  The event is on Wednesday 27th March at 2pm UK time.

Register Here

 

QuoteValet Templates: Streamlining Professional Quote Creation

Creating professional-looking quotes and proposals can be a time-consuming task that requires significant effort to ensure consistency and accuracy. Without a standardised template system, generating personalised quotes may lead to inconsistencies and errors, potentially impacting your ability to win clients and secure deals.

With QuoteValet Templates, you can easily create customised, professional quotes and proposals in minutes, rather than hours. Say goodbye to manually formatting each quote — simply select from your pre-designed templates tailored to your company and branding preferences.

QuoteValet is an add-on for the QuoteWerks quoting and proposal software, designed to simplify and streamline the process of creating professional quotes and proposals. It provides a comprehensive library of pre-designed, customisable templates that are tailored to match your company's branding and preferences. With QuoteValet, you can effortlessly generate polished, consistent quotes and proposals in minutes, eliminating the need for manual formatting and reducing the risk of errors. This powerful tool allows you to focus on your core business activities while delivering a professional and consistent experience to your clients throughout the quoting process.

By integrating QuoteValet Templates, you'll streamline your quoting process, reduce errors, and save valuable time that can be redirected towards serving your clients and growing your business.

Furthermore, we've expanded the customisation capabilities to offer you greater control over the look of your quotes.

Our revised sample-customisations.css offers an extensive range of examples, illustrating the different aspects that can be personalised according to your preferences.

Whether it's modifying colours, fonts, layout elements, or even including a customisable message at the top of your quote, you'll have the flexibility to adjust every detail to align with your brand identity.

Additionally, we've introduced a seamless method to brand notification emails. By simply downloading, updating, and re-uploading the header and footer images, you can effortlessly customise email branding without the need to edit HTML.

For existing QuoteValet customers, implementing these enhancements is a breeze. Simply reach out to our support team at [email protected], and they'll be more than happy to assist you in integrating the updated sample-customisations.css into your QuoteValet setup.

Stay Ahead of the Game with Freshsales Email Notifications

In the fast-paced world of sales, every opportunity is crucial. Missing a vital lead or failing to follow up on a promising prospect can cost you dearly. That's why utilising the power of email notifications from your Customer Relationship Management (CRM) system is a game-changer. Freshsales, a leading CRM solution, offers a robust set of email notification features that can keep you informed and engaged with your sales pipeline, ensuring you never miss a trick.

1. Never Let a Lead Slip Through the Cracks
With Freshsales' email notifications, you'll receive real-time alerts whenever a new lead is captured through your website, social media, or any other source. This instantaneous notification allows you to respond promptly, increasing your chances of engaging with the lead while their interest is still hot.

2. Stay in the Loop About Critical Updates
Whether it's a change in a deal stage, a task due date, or a note added by a team member, Freshsales' email notifications keep you informed. By staying up-to-date about these critical updates, you can prioritise your actions and respond accordingly, ensuring seamless collaboration and timely follow-ups.

3. Automate Reminders for Follow-ups
Forgetting to follow up on a promising lead or an ongoing deal can be detrimental to your sales success. Freshsales' email notifications can be configured to send you reminders for upcoming tasks, appointments, or any other follow-up actions you need to take. This automated system acts as your personal assistant, ensuring you never drop the ball on important opportunities.

4. Customise Notifications to Suit Your Needs
One size doesn't fit all when it comes to email notifications. Freshsales allows you to customise your notification settings based on your preferences and workflow. You can choose to receive notifications for specific events, filter them by priority, or even set up rules to ensure you only receive the most relevant updates.

5. Access Notifications on the Move
In today's mobile-driven world, being tied to your desk is no longer a necessity. Freshsales' email notifications can be delivered directly to your mobile device, allowing you to stay informed and take action regardless of your location. This level of accessibility ensures that you can seise opportunities as they arise, even when you're on the go.

By leveraging the power of Freshsales' email notifications, you can streamline your sales processes, enhance your responsiveness, and ultimately, close more deals. Staying informed and engaged with your sales pipeline has never been easier. Embrace this powerful feature and watch your sales performance soar to new heights.

Level Up Your Email Game with Workbooks Templates & Snippets - Event 20/3

Email communication is a crucial aspect of modern business operations, and Workbooks CRM offers a powerful tool to streamline this process – the Email Templates and Snippets feature. Whether you're reaching out to prospects, following up with clients, or collaborating with team members, this feature can help you save time, maintain consistency, and enhance your productivity.

In this informative webinar on the 20th March at 2pm, our experts will take you on a guided tour of the Email Templates and Snippets feature, unveiling its capabilities and demonstrating how to leverage it effectively. You'll learn how to create and customize professional email templates, personalize them with merge fields and placeholders, and organize them for easy access.

Additionally, we'll dive into the world of email snippets, reusable content blocks that can be seamlessly inserted into your emails. From greetings and signatures to legal disclaimers and frequently used phrases, snippets can significantly speed up your email composition process while ensuring consistency across all communications.

But that's not all! We'll also explore advanced features and use cases, such as integrating Email Templates and Snippets with marketing campaigns, tracking email opens and clicks for better insights, and sharing templates and snippets with team members for improved collaboration.

Throughout the webinar, our experts will share best practices and tips to help you maintain a consistent brand voice, streamline your email creation process, and ensure your templates and snippets stay up-to-date and relevant.

Don't miss this opportunity to unlock the full potential of Workbooks CRM's Email Templates and Snippets feature. Join us for this insightful webinar and take your email communication game to new heights.

Register now using the following URL: https://www.workbooks.com/webinars/email-templates-snippets

Space is limited, so secure your spot today!

Streamline Your Quotation Process with QuoteWerks Bundles

If you're in the business of selling products or services, you know how time-consuming it can be to create detailed quotations for your customers. From listing out each individual item to calculating pricing and discounts, the quotation process can be a real drain on your productivity. That's where the QuoteWerks Bundles feature comes in – a game-changer for anyone looking to simplify and accelerate their quotation workflow.

What are QuoteWerks Bundles?
Bundles in QuoteWerks allow you to group multiple products or services together into a single, pre-configured package. These bundles can include set pricing, discounts, and even customised product descriptions, all tailored to your specific offerings. By creating bundles ahead of time, you can save countless hours when it comes to assembling quotations for your customers.

Time-Saving Efficiency
One of the primary benefits of using bundles is the incredible time savings it provides. Instead of manually adding each individual item to a quotation, you can simply select the pre-built bundle that matches your customer's needs. This not only reduces the risk of errors but also allows you to generate professional-looking quotations in a matter of seconds.

Consistent Pricing and Discounts
With bundles, you can ensure consistent pricing and discounts across all your quotations. No more second-guessing or inconsistencies – your bundled offerings will always reflect the accurate and up-to-date pricing you've established. This level of consistency not only streamlines your quotation process but also helps to instil confidence in your customers.

Customised Descriptions
In addition to pre-configured pricing and discounts, bundles in QuoteWerks allow you to include customised product or service descriptions. This means you can tailor your offerings to specific customer needs or highlight particular features and benefits, all within the context of your bundled package.

Increased Sales Potential
By presenting your products or services as pre-packaged bundles, you can make it easier for customers to understand the value proposition you're offering. This, in turn, can lead to increased sales and revenue for your business. Bundles also provide an opportunity for up-selling or cross-selling complementary products or services, further boosting your revenue potential.

Seamless Integration
QuoteWerks Bundles integrate seamlessly with the rest of the QuoteWerks suite, ensuring a cohesive and efficient quotation experience. You can easily manage and update your bundles as your offerings evolve, and seamlessly incorporate them into your existing quotation workflows.

Whether you're a small business owner, a sales professional, or part of a larger organisation, the QuoteWerks Bundles feature can revolutionise the way you create quotations and present your offerings to customers. By streamlining your quotation process, ensuring consistent pricing and discounts, and increasing your sales potential, bundles can be a powerful tool in your business arsenal.

Streamline Customer Support with Freshdesk's Omnichannel Solution

In today's digital age, customers expect seamless support experiences across various platforms and channels. Freshdesk's customer support solution recognizes this need and offers a powerful omnichannel approach, enabling businesses to provide exceptional customer service no matter where their customers reach out.

Unifying Customer Interactions
Freshdesk's omnichannel capabilities consolidate customer interactions from multiple touchpoints into a single, unified interface. This centralized approach ensures that no inquiry goes unnoticed, and agents have a comprehensive view of each customer's journey, providing context for more personalized and efficient support.

Seamless Communication Across Channels
With Freshdesk, businesses can effortlessly integrate and manage customer communications across a wide range of channels, including:

1. Email: Customers can reach out via email, and Freshdesk's intelligent routing system ensures that their inquiries are promptly assigned to the appropriate agent or team.

2. Web Chat: Freshdesk's web chat feature allows businesses to offer real-time assistance directly on their website, providing customers with an immediate and convenient support experience.

3. Social Media: Freshdesk enables businesses to monitor and respond to customer inquiries on popular social media platforms like Facebook, Twitter, and Instagram, ensuring that no conversation falls through the cracks.

4. Messaging Apps: With support for messaging apps like WhatsApp and Facebook Messenger, Freshdesk empowers businesses to meet customers where they are, offering convenient and familiar communication channels.

5. Phone: Freshdesk's telephony integration ensures that phone interactions are seamlessly integrated into the omnichannel support workflow, providing agents with a complete customer history and context.

Efficient Collaboration and Automation
Freshdesk's omnichannel solution is designed to foster efficient collaboration among support teams. Agents can easily transfer conversations across channels, assign tasks, and leverage automation rules to streamline workflows, ensuring that customer inquiries are handled promptly and consistently.

Comprehensive Reporting and Analytics
With Freshdesk's robust reporting and analytics capabilities, businesses can gain valuable insights into customer interactions across all channels. This data-driven approach enables businesses to identify areas for improvement, optimize support processes, and consistently deliver exceptional customer experiences.

By embracing Freshdesk's omnichannel customer support solution, businesses can elevate their customer service game, providing a seamless and consistent experience across all touchpoints. With streamlined communication, efficient collaboration, and actionable insights, companies can build stronger customer relationships and drive long-term success.

Workbooks CRM Adminsitrators - Reminder - Configure your Accounting Years

And all of a sudden we find ourselves in March.  We’ve been so busy helping customers with adopting new Workbooks functionality that it’s crept up on us!  Lots of you may well be heading towards a new Accounting Year.  If you’re a System Administrator and haven’t done so already, you should double-check to ensure your Accounting Years have been set up for the next year and beyond.  Without them, your Transaction Documents will show incorrect Accounting Periods and you won’t be able to report on which financial period Transaction Documents fall into. You can check what's been set up in Configuration > Accounting > Accounting Years. For more information visit the Workbooks Knowledge Base

Removing Roadblocks on the Journey to GoldMine CRM Success - Event 14/2

Is your organisation truly leveraging the full capabilities of your Goldmine CRM system? Or are there lingering roadblocks preventing consistent adoption across teams?

As a Goldmine administrator, it's critical to ensure your colleagues are not just logging in occasionally, but actively utilising the platform to manage activities, update records, and progress deals through the sales cycle.

Join our upcoming webinar "Removing Roadblocks to Goldmine CRM Adoption" on 14th March at 2pm UK time to learn best practices for monitoring usage levels and driving engagement. We'll cover:

- Reporting on login frequency to identify underutilised licences
- Auditing deal/activity data for incomplete records and bottlenecks
- Implementing techniques like gamification to incentivise daily usage
- Integrating Goldmine with BI tools for advanced adoption metrics
- Overcoming common objections and providing targeted training

Whether you face challenges with data hygiene, managerial buy-in or simply ingrained habits, this webinar will equip you with strategies to clear the path to Goldmine mastery.

Don't let a lacklustre adoption rate undermine your CRM investment. Ensure you're extracting maximum value from Goldmine by registering for this insightful session today!

REGISTER NOW HERE

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Tailor Your CRM Experience with Views in Workbooks - Event 13/3

Your CRM data is a goldmine of information about your business, customers, and sales pipeline. But are you getting the most out of that data based on your particular roles and needs?

In Workbooks CRM, views allow you to customize exactly what information is surfaced for different record types like accounts, contacts, and opportunities. With the right views in place, your marketing team can focus on the lead generation details that matter most to them, while sales reps see the deal-centric data that drives their process.

Stop swimming in an ocean of fields and start viewing your CRM data through a personalized lens optimized for you.

In this webinar, we'll explore:

• What views are and why they are so powerful for productivity
• How to create and format custom views for any module
• Techniques for setting up tailored views for different roles like marketing, sales, service, etc.
• Managing view visibility and security settings
• Best practices for organizing and maintaining your views

Whether you're just getting started with views or want to take them to the next level, this session will unlock more potential from your Workbooks data. You'll walk away with tips for getting focused access to just the CRM information you need as a marketer, salesperson, manager or other role.

Join us on 13th March at 2pm UK to make your CRM experience work better for you! Spaces are limited, so reserve your spot today.

CLICK HERE TO SAVE YOUR SPOT

Making CRM data more meaningful and accessible is just one way we help businesses achieve more with Workbooks. Whether it's improving adoption, driving user efficiency or better measuring success, our team has you covered from implementation through optimization.