Wizard Systems

Top 4 things you can use reports for in Workbooks CRM - Event 19/2

Existing Workbooks CRM users, are you making the most of your reports? So you've made that fantastic report.  What next?  What can you use that report for?  Join us on Wednesday, 19th February at 2pm GMT for a focused webinar where we’ll explore four key ways to leverage reports to drive efficiency and growth.

1. Transform Reports into Dynamic Dashboards

Turn raw data into actionable visuals! Learn how to:

• Create real-time dashboards to track sales pipelines, customer interactions, and team performance at a glance.
• Use charts, graphs, and KPIs to highlight trends, identify opportunities, and monitor goals.
• Personalise dashboards for individual users or teams, ensuring everyone accesses relevant insights.

2. Launch Targeted Marketing Campaigns

Reports fuel smarter marketing. Discover how to:

• Identify high-potential customer segments using CRM data filters (e.g., by industry, purchase history, or engagement level).
• Automate campaign workflows by integrating report data with marketing tools.
• Track campaign performance in real time and refine strategies as needed.

3. Streamline Data Management with Bulk Operations

Save time and reduce errors! We’ll show you how to:

• Use reports to clean, update, or enrich CRM data in bulk (e.g., mass-updating contact details or tagging leads).
• Automate repetitive tasks by exporting report results to workflows or third-party tools.
• Maintain data accuracy and compliance through regular audits.

4. Share Insights with Non-CRM Stakeholders

Break down data silos! Learn to:

• Export reports into easy-to-digest formats (PDF, Excel) for presentations or meetings.
• Use integrations like Power BI to create interactive dashboards for external stakeholders.
• Schedule automated report deliveries to keep teams aligned.

Why Attend?

• Live Demos: Step-by-step examples of dashboard creation, bulk updates, and more.
• Q&A Session: Get tailored advice from Workbooks CRM experts.
• On-Demand Access: Registrants receive a recording and resources post-event.

Reserve Your Spot Now

Hosted by Wizard Systems—the UK’s leading Workbooks CRM supplier. Learn directly from the experts who help businesses maximise their CRM investment.

Date: Wednesday, 19th February 2025
Time: 2:00 PM GMT
Host: Wizard Systems (www.wizard-systems.co.uk)
Duration: 20 minutes + live Q&A

P.S. Invite your team! Ideal for CRM admins, marketing leads, and data managers.

Unleash Embedded BI Insights with Workbooks CRM Reporting

Most CRM systems promise sales and marketing analytics. Yet when it comes time to access crucial data, you hit wall after wall trying to create reports that answer pressing business questions. Either the reporting is too rigid or you get handed off to add-on business intelligence tools with another learning curve and additional costs.

Workbooks CRM breaks the cycle by embedding powerful BI directly within its user-friendly interface. The platform puts insights at every user's fingertips with:

Over 100 Customizable Reports Spanning Sales, Marketing & Service
Workbooks comes equipped with an expansive library of report templates for analytics on leads, pipeline performance, campaign ROI, service case management and more. These interactive reports are pre-optimized for the most common business questions. Better yet, users can fully customize reports with a simple drag and drop builder, requiring no technical skills. Within minutes, adjust fields, filters, chart types and formatting to get to the data your team needs.

Interactive Dashboards for Data Visualization
Workbooks’ dashboards take reporting a step further by allowing you to combine multiple reports into unified, graphical views for at-a-glance data visualization. Track KPIs, drill into reports, spot trends and share dashboards with stakeholders for greater visibility into cross-departmental metrics.

Scheduled Reporting & Integrated Distribution
Set reports and dashboards to automatically run on schedules to consistently deliver insights. Better yet, reports can be instantly emailed to designated stakeholders or teams based on permissions. Remove manual work in data distribution.

Augmented Analytics & AI-Driven Insights
Let Workbooks lend a helping hand with AI-enabled analytics features. The platform detects insights, trends and anomalies within datasets automatically highlighting what merits attention without needing to know what you’re looking for. Workbooks also provides suggested visualizations and reporting combinations matched to your data.

Real-Time Analytics That Scale
As data grows, speed slows with many CRM analytics unable to keep pace. Workbooks leverages in-memory analytics and columnar cloud data warehousing unlocking faster insights no matter the data size. Eliminate batch processing and ETL for analysis at the speed of business.

By infusing CRM with embedded BI, Workbooks transforms how teams leverage data. No more painful reporting builds, costly add-ons or analytics limitations. Unlock insights faster within the platform your staff already uses daily driving greater adoption and measurable business impact powered by analytics. The results speak volumes - with Workbooks CRM, data transforms from back-office function to strategic competitive advantage.

 

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.

 

Save time on report delivery with Workbooks CRM

During this period, we are running FREE Workbooks Training sessions EVERY WEEK. Next session is Thursday 13th August and we are covering Scheduling Reports. Are you still working from home? Do you want an easy way to get Workbooks to send reports automatically to key users? Maybe those people don't use Workbooks! No problem! Session will last approx 15 minutes and there's plenty of time for you to ask us questions.

Session is Thursday 13th August at 10am UK time.

Please register at

https://attendee.gotowebinar.com/rt/3570921705155065103