Wizard Systems

Maximising CRM Potential During Quieter Times

As summer rolls on, many businesses experience a natural lull in activity. With staff taking well-deserved holidays and clients often less engaged, it's tempting to view this period as unproductive. However, savvy organisations can leverage this quieter time to enhance their Customer Relationship Management (CRM) strategies and processes.

So during this time...

1. Perhaps reduced incoming enquiries: Just as summer sees fewer client queries, staff holidays mean fewer internal tasks and meetings.

2. Time for reflection: Both scenarios provide an opportunity to step back and evaluate current practices.

3. Chance to prepare for busier periods: Use the downtime to gear up for the post-summer rush or an employee's return.

4. Focus on improvement: With less day-to-day pressure, teams can concentrate on optimising systems.

5. Cross-training opportunities: Cover for holidaying colleagues while exploring new aspects of your CRM.

How to make the most of this time:

1. Data clean-up: Audit and update your CRM database. Clear up outstanding activities.  Check your sales forecasts
2. Process review: Analyse and streamline your CRM workflows.
3. Training: Upskill your team on CRM best practices. Contact Wizard Systems for top up training and watch out for our CRM 101 online events during this time.
4. Integration assessment: Evaluate how well your CRM integrates with other tools.
5. Automation setup: Implement time-saving automated processes.
6. Reporting overhaul: Refine your CRM reports for better insights.
7. Strategic planning: Develop new CRM-driven initiatives for the coming months.

By viewing quieter periods as opportunities rather than obstacles, you can emerge from the summer or a colleague's holiday with a more robust CRM system and strategy.

 

Top 8 Factors to Consider When Choosing a CRM System - Event 26/7

In today's competitive business landscape, selecting the right Customer Relationship Management (CRM) system is crucial for success. Whether you're a small startup or a large enterprise, your CRM can make or break your customer relationships and, ultimately, your bottom line. But with so many options available, how do you choose the right one?

Looking for a new CRM system?  Join us this Friday 26th June, 3pm UK time, for a 30-minute webinar, and we'll run through what we think are the top 8 factors, and showcase Workbooks CRM to see how it fits the bill.  

REGISTER HERE FOR THIS FREE EVENT

Briefly they are:

1. User-friendliness
A CRM system is only as good as its adoption rate. Look for an intuitive interface that your team will actually want to use. After all, there's no point in investing in a powerful system if it's so complicated that your staff avoid it like the plague.

2. Customisation
Your business is unique, and your CRM should reflect that. Ensure the system you choose can be tailored to your specific needs, whether that's custom fields, workflows, or reports.

3. Integration capabilities
Your CRM shouldn't exist in a vacuum. It needs to play nicely with your existing tools, from your email client to your accounting software. The more seamless these integrations, the more efficient your processes will be.

4. Scalability
While it's important to meet your current needs, don't forget to think about the future. Can the CRM grow with your business? Will it still be suitable when you've doubled or tripled in size?

5. Data management and analytics
In the age of big data, your CRM should be a goldmine of insights. Look for robust reporting and analysis tools that can help you make data-driven decisions.

6. Mobile accessibility
In our increasingly mobile world, the ability to access your CRM on the go is no longer a luxury—it's a necessity. A good mobile app or responsive design is essential.

7. Customer support
Even the best systems can have hiccups. When issues arise, you'll want reliable technical support and comprehensive training resources to get you back on track quickly.

8. Security features
With cyber threats on the rise, data protection is more important than ever. Ensure your chosen CRM has strong security measures and complies with relevant regulations.

Choosing the right CRM is a significant decision that requires careful consideration. By focusing on these eight key factors, you'll be well on your way to finding a system that not only meets your current needs but also supports your future growth.

In our event, we'll dive deeper into each of these factors, providing practical tips on how to evaluate them in potential CRM systems. Save your spot now!

 

Tailoring QuoteWerks to Your Industry: Maximising Efficiency and Relevance - Event 24/7

In today's competitive business landscape, having a sales quote solution that truly understands your industry can make all the difference. QuoteWerks, a versatile quoting software from Wizard Systems, offers robust customisation options that allow businesses across various sectors to streamline their quoting process. But how can you ensure you're making the most of these features for your specific industry?

Join us for an upcoming webinar on Wednesday 24th July at 2pm UK time, where we'll delve into the art of customising QuoteWerks to suit your unique business needs. Whether you're in IT, manufacturing, construction, professional services, or healthcare, this session will provide invaluable insights into optimising your quoting workflow.

During this 30-minute webinar, we'll cover:

1. Template Customisation: Learn how to create industry-specific quote templates that speak directly to your clients' needs. We'll show you how to incorporate relevant fields, sections, and industry-specific terms and conditions that will set your quotes apart.

2. Product Database Optimisation: Discover techniques for structuring your product catalogues in a way that makes sense for your industry. We'll explore setting up industry-specific pricing models and incorporating variable options and configurations.

3. Industry-Specific Integrations: Find out how to connect QuoteWerks with industry-standard software and specialised tools, enhancing your overall workflow and eliminating data silos.

4. Workflow Customisation: We'll demonstrate how to set up approval processes and quote-to-order stages that align with your industry's best practices, as well as how to automate industry-specific follow-ups.

 

By the end of this webinar, you'll have a clear understanding of how to tailor QuoteWerks to your industry's unique requirements, helping you to improve efficiency, relevance, and ultimately, your bottom line.

Don't miss this opportunity to transform your quoting process and gain a competitive edge in your industry. Register now to secure your spot!

 

We look forward to seeing you there and helping you unlock the full potential of QuoteWerks for your industry!

Winning Gold: How Choosing a CRM Is Like Olympic Success

Selecting the perfect Customer Relationship Management (CRM) system for your business might seem worlds apart from competing in the Olympic Games. Yet, these two challenges share surprising similarities. Let's explore how the journey to CRM success mirrors the path of an Olympic champion.

1. Preparation Is Key

Just as athletes spend years honing their skills, businesses must invest time in understanding their needs before choosing a CRM. This involves analysing current processes, identifying pain points, and setting clear objectives.

2. Know Your Competition

Olympians study their rivals meticulously. Similarly, when selecting a CRM, it's crucial to research various options, comparing features, pricing, and user reviews to find the best fit for your organisation.  Also, what do other competitors use in your market sector?

3. Choose the Right Event

Athletes excel in specific disciplines. Likewise, different CRMs cater to various industries and business sizes. Choosing a system tailored to your sector can give you a competitive edge.

4. Focus on Technique

Winning often comes down to perfecting form and technique. With CRM implementation, it's about streamlining workflows and ensuring the system aligns with your business processes.

5. Team Effort

While some Olympic events are individual, many require seamless teamwork. CRM success also depends on company-wide adoption and collaboration.  Get your team onboard in the selection process.

6. Continuous Training

Olympic athletes never stop training. Similarly, ongoing staff training and system updates are essential for maximising your CRM's potential.

7. Measure Performance

Athletes constantly track their progress using advanced metrics. Your CRM should offer robust analytics to measure customer engagement, sales performance, and overall ROI.

8. Adapt to Change

Olympic rules and competitors evolve; athletes must adapt. In the same vein, businesses should choose a flexible CRM that can grow and change with their needs.

9. Mental Toughness

Olympians need unwavering focus and resilience. Implementing a new CRM requires similar determination, especially when facing initial challenges or resistance to change.

10. Aim for Gold, But Appreciate the Journey

While the ultimate goal is to win gold or have a perfectly functioning CRM, both processes offer valuable learning experiences and incremental improvements along the way.

In conclusion, choosing and implementing the right CRM system is indeed an Olympic-sized challenge. By approaching it with the same dedication, strategy, and adaptability as a world-class athlete, your business can achieve its own gold medal performance in customer relationship management.

 

IT Outage 19th July & Workbooks CRM - Not affected!

You may have read in the news about a major worldwide IT outage affecting Windows PCs and Servers.  We understand that the cause is still to be confirmed, but may relate to an update by cybersecurity firm, CrowdStrike.

Please be assured that the core Workbooks service is not affected by this issue.  If, however, you have integrated the Workbooks platform with systems that run on Windows (and the system has been affected by the issue), you will find that the integration doesn’t work.  Whilst fixing the outage is beyond our remit, if you do have affected integrations and need some guidance about what to do to work around the problem, please contact [email protected] and we will do our best to assist.

Share the Load: GoldMine CRM's Round Robin Feature for Efficient Call Distribution - Event 19/7

The round robin feature in GoldMine CRM is a powerful tool for distributing follow-up calls evenly among team members. This functionality allows managers to allocate an equal number of calls to each user across multiple contacts, ensuring balanced workloads and efficient customer outreach.

Key benefits:
1. Equitable task distribution
2. Improved team productivity
3. Enhanced customer response times

Here's the basics of how it works :
1. Select a group of contacts for follow-up calls
2. Choose the team members to participate
3. Set the desired time frame for calls
4. GoldMine automatically assigns calls to each user, rotating through the list

This feature is particularly useful for sales teams, customer support, and lead follow-up processes. By leveraging round robin scheduling, managers can optimize their team's performance and ensure no contact falls through the cracks.

Want to learn more? Join our upcoming webinar!

We're hosting a detailed demonstration of the round robin feature this Friday, July 19th, at 2:00 PM UK time. Our experts will showcase how to implement this tool effectively and answer your questions live. Don't miss this opportunity to enhance your team's efficiency with GoldMine CRM.

Register now to secure your spot and take the first step towards better workload management.

 

Maximising Your GoldMine: The Hidden Costs of CRM Underutilisation - Event 12/7

Are you truly getting the most out of your GoldMine CRM? If you're not sure, you're not alone. Many organisations invest in powerful CRM systems like GoldMine, only to find that user adoption falls short of expectations. This underutilisation can have far-reaching consequences that might not be immediately apparent.

At Wizard Systems, we've seen first hand how proper use of GoldMine CRM can transform businesses. That's why we're hosting an exclusive webinar to help you identify under utilisation of your GoldMine

What happens when your co-workers aren't using the system?

1. Data Fragmentation: When users shy away from GoldMine, crucial customer information remains scattered across personal notes, emails, and spreadsheets. This leads to incomplete records and a fractured view of your client base.

2. Missed Opportunities: GoldMine's robust lead tracking features are designed to ensure no potential sale falls through the cracks. But if your team isn't logging interactions, you could be losing valuable opportunities.

3. Inaccurate Forecasting: GoldMine's forecasting tools are only as good as the data fed into them. Underutilisation can lead to skewed projections, affecting your strategic planning.

4. Compliance Risks: In regulated industries, failure to maintain proper records in GoldMine can lead to serious compliance issues.

5. Loss of Institutional Knowledge: When employees leave, their valuable insights go with them if not recorded in GoldMine, potentially setting back client relationships.

The good news? Nip it in the bud by attending our webinar!

Date: Friday 12th July
Time: 2pm to 2.30pm

Register now to secure your spot and take the first step towards unlocking the full potential of your GoldMine CRM.

REGISTER HERE

Can't make the live session? Register anyway, and we'll send you a recording afterwards.

 

Removing a Workbooks User Without Losing Data: Event 10/7

When an employee leaves your organization, you may need to remove their access to Workbooks CRM. However, it's crucial to retain the records and activities they've logged. 

Catch our next online event, Wednesday 10th July at 2pm and we'll show you the text-book way to update your CRM system when an employee leaves.

Register for free here

The main steps to consider are as follows, in order...

1. Deactivate the User Account
Instead of deleting the user, deactivate their account. You remove their access to Workbooks and reallocate the licence to another user.

2. Reassign Ownership
Transfer ownership of the user's records to active team members. This ensures continued management of client relationships and ongoing projects.

3. Maintain Activity Logs
Workbooks retains all activity logs associated with the deactivated user, providing an audit trail of their actions within the system.

4. Archive User-Specific Data
Consider creating an archive for any user-specific notes or documents that may not be immediately relevant to other team members.

5. Update Workflow Processes
Review and update any automated workflows or processes that involve the departing user to maintain smooth operations.

By following these steps, you can remove a Workbooks User's access while preserving valuable historical data and maintaining the integrity of your CRM records.

Enhance Your Customer Insights with Workbooks CRM Custom Dashboard Tabs

Workbooks CRM offers a powerful feature that allows you to create custom 'Tab' dashboards for individual customer organization records. This functionality provides a quick, visual snapshot of key metrics and data specific to each client, enhancing your ability to make informed decisions and tailor your approach.

Key benefits:

1. Personalized view: Dashboard displays information relevant to the customer record you are viewing, displaying the most relevant information at a glance.

2. Visual data representation: Transform complex data into easy-to-understand graphs, charts, and other visual elements.

3. Customizable content: Choose which metrics to display based on your specific business needs and client relationships.

4. Improved efficiency: Access critical information quickly without navigating through multiple screens or reports.

Example use case:

Imagine you want to track sales performance for a particular client. You can create a custom tab that includes:

- A line graph showing monthly sales over the past year
- A pie chart breaking down sales by product category
- A bar chart comparing actual sales against targets
- Key performance indicators (KPIs) such as total revenue, average order value, and customer lifetime value

This at-a-glance view enables your team to quickly assess the health of the client relationship, identify trends, and spot opportunities for growth or areas needing attention.

Please join us on our next online event on the 3rd July at 2pm where we will be showing this feature in more detail and how you easily create this in Workbooks.

Please save your spot by clicking here.