The Field Updater Plugin for Workbooks CRM is an invaluable tool for organisations looking to maintain clean, accurate, and up-to-date customer data. By streamlining bulk update processes, it empowers teams to manage their CRM data more effectively, ultimately leading to better decision-making and improved customer relationships.
Are you a Workbooks CRM user looking to streamline your data management process? Join us for an eye-opening webinar where we'll unveil a game-changing tool you might not know about: the Field Updater Plugin.
Webinar Details:
Date: Wednesday 11th September
Time: 2pm UK time
Duration: 15 Minutes
What You'll Learn:
In this informative session, we'll demonstrate how the Field Updater Plugin can revolutionise the way you handle bulk data updates in Workbooks CRM. You'll discover:
1. How to update multiple fields across numerous records simultaneously
2. Time-saving techniques for data management
3. Ways to improve data accuracy and consistency
4. Real-world examples of the plugin in action
Who Should Attend:
This webinar is perfect for:
- Workbooks CRM administrators
- Sales managers
- Marketing professionals
- Data analysts
- Anyone responsible for maintaining CRM data
Why Attend:
Many Workbooks CRM users are unaware of the Field Updater Plugin's capabilities. By attending this webinar, you'll gain insights into:
- Reducing manual data entry time by up to 80%
- Minimising human errors in data updates
- Improving overall data quality for better reporting and decision-making
- Increasing CRM adoption rates among your team
Real-World Applications:
We'll showcase practical examples of how the Field Updater Plugin can be used, including:
- Updating lead sources after a trade show
- Reassigning territories and account managers
- Recategorising products
- Changing customer statuses in bulk
- Tagging contacts for marketing campaigns
Don't miss this opportunity to enhance your Workbooks CRM experience and streamline your data management processes.
Spaces are limited, so secure your spot today!
Have questions about the webinar or the Field Updater Plugin? Contact our support team at Wizard Systems
We look forward to helping you unlock the full potential of your Workbooks CRM!
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