Wizard Systems

Resolution to QuoteWerks error when sending an email via 365 - OAuth Email Token Error

This post only relates to users of QuoteWerks and using 365 for email.

Please follow the steps below to fix your email issue that has been reported today which involves QuoteWerks Desktop. This has to be done from a QuoteWerks Master Rights user machine and once done all users need to log out of QuoteWerks Desktop and then Tools > My Preferences > Email Tab > Disconnect and Reconnect Email. Please keep in mind this fix will only work for 90 days and by then a new QuoteWerks build will be released which will fix this issue permanently. 

1 - In QuoteWerks Desktop go to Help > About > Settings Manager button

 

2 - Click on Run QuoteWerks Command button 

3 - Paste the following commands in the window and then click OK. Restart QuoteWerks and then each user must go to Tools > My Preferences > Email Tab > Disconnect and Reconnect Email.

 

SET:UserSettings:UserEmail:%AllUsers%:SMTPOAutClientIDOverride=a94cdc12-2a50-4f29-ae8c-c28644b1348a
SET:UserSettings:UserEmail:%AllUsers%:SMTPOAuthhClientSecretOverride=qNt8Q~Dn~ZQ3jRuGNPfYE~
Di6d8.WT8qrD8qibra

 

 

GoldMine CRM Groups: A Comprehensive Guide - Event 1st July

Are you looking to streamline your contact management and boost your team's efficiency? Join us for an enlightening webinar on maximising the Groups feature in GoldMine CRM. Learn how to organise your contacts effectively and take your customer relationship management to the next level.

In this webinar, we'll cover:

1. The power of Groups in GoldMine
2. Creating and naming Groups strategically
3. Adding contacts manually - individual and bulk methods
4. Managing Group membership with ease
5. Practical applications for marketing, sales, and project management
6. Expert tips and tricks to enhance your workflow

Whether you're new to GoldMine or a seasoned user, this webinar will provide valuable insights to help you leverage the full potential of the Groups feature.

Don't miss this opportunity to refine your CRM skills and boost your productivity!

Date: 1st July 2024
Time: 14:00 BST
Duration: 20 minutes

Register now at: www.goldminecrm.co.uk/webinars/mastering-groups

Spaces are limited, so secure your spot today. We look forward to seeing you there!

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Boost Your Team's Efficiency with Workbooks CRM Queues

Are you looking to streamline your team's workflow and boost productivity? Look no further than Workbooks CRM's powerful Queues feature. In this event, we'll explore how Queues can transform your business operations and invite you to an exclusive webinar to learn more.

So, in today's fast-paced business environment, managing tasks efficiently is crucial. Workbooks CRM Queues offers a robust solution for distributing, prioritizing, and tracking work across your entire organization. Here's why Queues should be an essential part of your CRM strategy:

1. Streamlined Task Management: Create and manage lists of tasks, cases, or other records with ease.

2. Smart Work Distribution: Automatically assign items to specific departments based on predefined rules.

3. Priority-Based Workflow: Ensure critical tasks are handled first by setting and adjusting priorities.

4. Enhanced Collaboration: Foster teamwork by providing a centralized platform for task management.

5. Performance Tracking: Gain valuable insights into team productivity and identify areas for improvement.

Want to dive deeper into the power of Queues? Join our upcoming webinar!

Date: Wednesday 26th June at 2pm UK time
Topic: "Maximizing Efficiency with Workbooks CRM Queues"

In this 15-minute session, you'll learn:
- How to set up and customize Queues for your specific needs
- Best practices for queue management and task distribution

Don't miss this opportunity to take your team's efficiency to the next level. Register now by clicking here

 

Sage CRM 2014.1 now out!

Wizard Systems are pleased to announce availability of the latest version of Sage CRM for upgrade, 2024.1

What’s New?

• A new way of tracking and managing information - introducing tags to help classify data. Tags that support the creation of groups or reports and much more.
• Text field formatting – allowing simpler visibility of key information through text emphasis.
• Changes to how all users can view and sort their information
• 64-bit architecture – improving performance and enhancing scalability

Contact Wizard Systems to find out how you can access this upgrade

Workbooks version 7.3 being rolled out this weekend!

We are pleased to announce an update to Workbooks this weekend.

PLEASE NOTE: The Workbooks service will be intermittently unavailable between 06:00 and 10:00 UK time on Saturday 22nd June 2024. If you log in on Saturday morning, you may see a message informing you that your database is being upgraded. Your database should be available for use within approximately 1 hour of receiving the message.

Workbooks are still working hard to enhance the new Projects module and create a new Theme, so there is not as much for you to see in this release, but importantly it does include:

• Report Snapshots;
• Some changes to Projects to support the upcoming features;
• A new way to see the state of the Activities related to your Opportunities.

Please read the below for full Release Notes. All Release Notes are available on the Knowledge Base. We will also be running a webinar in the coming weeks; keep an eye out for the invite.

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Report Snapshots

In January, Workbooks started running a Beta program for a new Report Snapshot feature. This is now being released fully.

Report Snapshots allow you to copy data from reports into Custom Records, expanding the possibilities for further reports you can build, like:

• Overviews of how your pipeline has changed over time, for trend analysis and better forecasting;
• Pulling all your marketing engagement analysis reports together, to get a full picture of what is and isn’t working;
• Tracking the value of your customers over time and therefore visibility of your customer growth and churn.

You can read more about Report Snapshots on the Knowledge Base.

The Report Snapshot Module is available to customers who have the Custom Records extension, which is included in all Pro licences or as a separate extension. If you are not on a Pro licence, but would like this feature, please talk to Wizard Systems.

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Projects

We are continuing to build out new functionality for our Projects module. From now on, we will be splitting our Projects functionality into ‘simple’ and ‘advanced’ modules. The ‘simple’ Projects remain available in our Pro licences, and in this Release you’ll see the following changes:

• Project Tasks will become their own record type, rather than being a sub-type of Tasks. They still show up in your Activities lists but will be reported on separately to Tasks from now on. This also means they can have their own set of custom fields and form layouts. New fields on Project records for Project ‘Type’ and ‘Image’.
• A ‘Team’ tab where you can manage the Members of the Project and their Role. NOTE: for all existing Projects, we will add the Team Members for you from the Assignees of that Project’s Tasks. The owner of the Project will be made the ‘Project Manager’ whilst the others will be added as ‘Participants’. Participants don’t have full access to the Project, so you may want to amend the Role of the Member or amend the Participant Role’s Permissions. To do so, go to the Team tab, click ‘Manage Roles’ and select the ‘Participant’ Role.
• A new ‘Progress’ overview on the Main tab of the Project that shows the progress of your Project Tasks.

 

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Opportunity Activity Status

With the new ‘My Activities’ View on your Springboards, and the ability to add the ‘My Opportunities’ View to your Springboard too, you need a way of bringing the two together and highlighting any Opportunities that are missing an Activity.

Workbooks have added ‘Next Activity State’ and ‘Next Activity Scheduled’ fields to Opportunities, which can be included in any view like the Kanban below, to flag up those that are missing an action.

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Exporting to Excel

When exporting to excel, files will now use the .xlsx extension, meaning you no longer get an incompatibility message, and files can be opened on phones.

Workbooks have also added 2 new Preferences, in the ‘Desktop Behaviour’ section, to control whether you want the additional columns for the ‘Amount’ and ‘Currency Code’ of currency fields to be included in your exports. By default, these columns will still be included in CSV exports, but not included in Excel exports.

Streamline Your Sales Process with Workbooks CRM's Lead Management and Pipeline Capabilities - Event 21/6

In today's competitive business landscape, effective lead management and a well-organized sales pipeline are crucial for driving revenue growth. Workbooks CRM offers a comprehensive suite of tools designed to help organizations streamline their sales processes, nurture leads, and close more deals efficiently.

Lead Capture and Qualification
Workbooks CRM provides a centralized platform for capturing leads from various sources, such as website forms, trade shows, and marketing campaigns. With customizable lead qualification processes, you can ensure that only high-quality leads are passed on to your sales team, minimizing wasted efforts and maximizing productivity.

Sales Opportunity Tracking
Once a lead is qualified, Workbooks CRM allows you to seamlessly convert it into a sales opportunity. The intuitive interface enables you to track every opportunity's progress, set reminders, and assign tasks to the appropriate team members. Real-time visibility into the sales pipeline ensures that no opportunities slip through the cracks.

Forecasting and Pipeline Management
Accurate forecasting is essential for effective resource allocation and strategic decision-making. Workbooks CRM offers powerful forecasting capabilities that provide insights into predicted revenue, deal close probabilities, and potential bottlenecks in the sales process. With customizable pipeline views and dashboards, sales managers can quickly identify stalled opportunities and take corrective actions.

Integration with Marketing Automation
Workbooks CRM seamlessly integrates with leading marketing automation platforms, enabling you to nurture leads through targeted campaigns and drip email sequences. By aligning your marketing and sales efforts, you can ensure a consistent and personalized experience for your prospects, increasing the chances of conversion.

Want to learn more about leveraging Workbooks CRM's lead management and sales pipeline capabilities? Join our upcoming online webinar on Friday 21st June at 2pm UK time, where our experts will dive deeper into these features and provide real-world examples and best practices.

Register Here

Don't miss this opportunity to discover how Workbooks CRM can empower your sales team, streamline processes, and drive revenue growth. Register today and take the first step towards optimizing your sales operations.

 

Streamline Your Processes with Custom Tasks in Workbooks CRM - Event 19/6

In any business, efficient task management is crucial for staying organized and productive. While customer relationship management (CRM) systems like Workbooks CRM provide standard task types like calls and meetings, sometimes you need more specialized options to align with your unique processes. That's where custom tasks come into play.

If you are a Workbooks CRM user or interested in Workbooks, please join us on our webinar on Wednesday 19th June at 2pm UK time where we will show custom tasks in action.  Please register by clicking here.

Custom tasks in Workbooks CRM allow you to create tailored task types that fit your specific business needs. Instead of trying to shoehorn your activities into predefined categories, you can design task types that perfectly match your workflows. This level of customization ensures that your team can accurately track and manage every step of your processes, leading to improved efficiency and better overall performance.

Benefits of Custom Tasks in Workbooks CRM:

1. Accurate Tracking: With custom tasks, you can track activities that are unique to your industry or business operations. This level of granularity ensures that no task falls through the cracks, enabling you to maintain a comprehensive view of your team's workload.

2. Improved Visibility: Custom tasks provide transparency into the various stages of your processes. By creating task types that align with your specific workflows, you can easily monitor progress and identify potential bottlenecks or areas for improvement.  Maybe you need to record information for compliancy reasons as well.

3. Enhanced Reporting: Custom tasks enable you to generate detailed reports that provide valuable insights into your team's performance and the effectiveness of your processes. With accurate data, you can make informed decisions to optimize your operations.

4. Better Collaboration: Custom tasks facilitate clear communication and collaboration among team members. By using task types that accurately reflect your organization's terminology and processes, everyone stays on the same page, reducing confusion and increasing productivity.

5. Making it easier to use:  Custom tasks can display more relevant information to the activity type, improving ease of use and adoption.  Think about the sequence of Fields on your Task form as well.  is there a natural flow?

 

By leveraging the power of custom tasks in Workbooks CRM, you can tailor your task management processes to align perfectly with your business needs. Streamline your operations, improve collaboration, and gain valuable insights that drive continuous improvement.

Why Workbooks CRM Beats Salesforce for SMEs

A customer relationship management (CRM) system is essential for any business that wants to effectively manage interactions and data about customers and prospects. While Salesforce is undoubtedly a leading CRM platform, it can be overly complex and expensive for many smaller companies. Workbooks CRM from Wizard Systems offers an alternative that is better suited for SMEs for several key reasons:

Affordability
One of the biggest advantages of Workbooks over Salesforce is cost. Salesforce's pricing model can quickly become exorbitant as you add users, integrations, and premium features. Workbooks has transparent and flexible pricing plans that provide excellent value, especially for SMEs on tighter budgets.

Ease of Use
Workbooks has an intuitive, user-friendly interface that requires less training and technical know-how to get up and running. Salesforce's vast array of customisation options is powerful but can also make it complex and difficult to navigate for non-technical users. The simpler approach of Workbooks reduces friction for adoption.

Suited for SME Needs
While Salesforce aims to be an enterprise-level CRM platform with endless features, Workbooks is purpose-built for the requirements of SMEs. It provides the core CRM, sales pipeline, marketing automation, and customer support functionality that smaller businesses need without a lot of bloat.

Quick Implementation
Workbooks can be quickly implemented and integrated with your existing systems in a matter of weeks. In contrast, highly customised Salesforce deployments can take months or even years to fully roll out across an organisation.

Better Support
As a smaller, more focused company, Workbooks from Wizard Systems is able to provide highly responsive support to its customers. Salesforce's support can be inefficient and impersonal for SMEs who get lower priority.

Whether you are outgrowing manual methods, replacing an outdated CRM system, or just implementing your first CRM, Workbooks from Wizard Systems gives SMEs more bang for their buck compared to the costs and complexities of Salesforce. It delivers a full-featured CRM solution optimised for the needs, resources, and budgets of smaller companies.

Contact Wizard Systems for a demo today!

Seamlessly Adjust Sales Territory Alignments in GoldMine - Event 14/6

Is your sales force battling inefficient territory setups due to organisational changes or growth? With GoldMine's powerful Territory Realignment tool, you can rapidly re-map your sales territories with just a few clicks whenever regions need reshuffling or new sales hires come aboard.

Join us on 14th June at 2pm for a live online event, walking you through the feature.  Register here

The Pain of Static Territory Alignments
Traditionally, realigning sales territories has been an enormously tedious administrative burden when things change, such as:

• Expanding into new geographic markets
• Restructuring sales verticals or product lines
• Onboarding new sales representatives

Without an easy way to reassign accounts, leads, and opportunities, your customer relationships and revenue prospects can suffer. Reps get overloaded in some areas while others are underutilised. Idle reps miss opportunities while stretched teammates provide sub-par customer service.

The Territory Realignment Advantage
GoldMine's Territory Realignment tool eliminates this territory management headache. With flexible rules for setting the alignment criteria, you can instantly redraw territory boundaries and re-distribute data based on factors like:

• Geographic regions or travel radius
• Product line or service offerings
• Account type, size, or industry
• Sales revenue potential
• Existing customer relationships

With a few simple clicks, GoldMine automatically reassigns all relevant records to the properly aligned reps according to your specified rules. No more manual data entry drudgery!

Streamlined Territory Transitions
Whether you've hired several new sales team members, expanded into different regions, or restructured your sales organisation, GoldMine's Territory Realignment tool allows you to proactively re-balance workloads with ease. Simply set up your new territory definitions, run a what-if analysis to preview the changes, then commit the realignment.

All impacted accounts, leads, opportunities, and customer details instantly reassign to the correct reps based on your own alignment criteria and business rules. New sales hires automatically receive their pre-defined book of business while veteran reps get rebalanced for optimal coverage and efficiency.

Don't let operational changes and growth pains disrupt your sales productivity. Keep your teams selling with seamless territory realignments using GoldMine's must-have tool. Optimise your sales resources today!