Wizard Systems

Top 10 Tips on how Workbooks CRM can help you with prospecting

Sales prospecting is a crucial step in the sales process, and with the right tools and strategies, you can significantly improve your success rate. Here are 10 essential tips for effective sales prospecting using Workbooks CRM:

1. Leverage the Enrich Feature

Utilise the Enrich feature of Workbooks CRM to automatically gather and update valuable information about your prospects. This tool scours the web for the latest employment details and relationships, ensuring you have the most current data to personalise your outreach effectively.

2. Prioritise Your Prospects

Make use of Workbooks CRM's lead scoring features to prioritise your prospects based on their likelihood to convert. This allows you to focus your efforts on the most promising leads.

3. Craft Personalised Outreach

Use the data stored in Workbooks CRM to create tailored messages for each prospect. Personalisation can significantly increase your response rates.

4. Implement a Multi-Channel Approach

Don’t rely on a single communication method. Use Workbooks CRM to manage a mix of email, phone, social media, and even direct mail outreach to increase your chances of connecting with prospects.

5. Set Up Automated Follow-Ups

Take advantage of Workbooks CRM's automation features to set up timely follow-up reminders and sequences. This ensures you stay on top of your prospecting efforts without letting any leads slip through the cracks.

6. Track and Analyse Your Results

Use Workbooks CRM's reporting and analytics tools to monitor your prospecting activities and identify what’s working and what isn’t. This data-driven approach will help you refine your strategies over time.

7. Nurture Leads with Valuable Content

Leverage Workbooks CRM's content management capabilities to share relevant and valuable information with your prospects. This helps build trust and positions you as an industry expert.

8. Collaborate with Your Team

Utilise Workbooks CRM's collaboration features to share insights and information about prospects with your team. This collective approach can lead to more effective prospecting strategies.

9. Stay Organised with Task Management

Use Workbooks CRM's task management features to keep your prospecting activities organised and on schedule. This ensures you’re making the most of your time and not letting any opportunities slip by.

10. Continuously Update Your Database

Regularly update and clean your prospect database within Workbooks CRM. This ensures you’re working with the most accurate and up-to-date information, improving the efficiency of your prospecting efforts. By implementing these tips and leveraging the power of Workbooks CRM, you can streamline your sales prospecting process and increase your chances of success. Remember, effective prospecting is about quality over quantity, and using the right tools can make all the difference in your approach.

How QuoteWerks software can help you create sales quotes faster and save time!

QuoteWerks software streamlines the sales quoting process, allowing you to create professional, branded quotes in minutes. With its intuitive design and robust features, you can reduce errors, standardize pricing, and integrate seamlessly with existing CRM and accounting systems. Key benefits include:

• Faster Quote Creation: Generate detailed quotes quickly, eliminating the need for manual entry and formatting.
• Error Reduction: Built-in approval workflows ensure accuracy, minimizing misquotes and saving time.
• Centralized Document Management: Store and manage all quotes in one searchable location, making retrieval easy.
• Interactive Quotes: Use QuoteValet to send interactive quotes that clients can review, amend, and sign electronically, enhancing customer engagement.
• Payment Integration: Collect payments directly through the platform, streamlining the sales process from quote to cash.

With QuoteWerks, you can close deals faster and enhance your productivity, making it an essential tool for any sales team! #Sales #QuotingSoftware #Productivity

Just ask Wizard Systems for a demo!

Old, uncompleted activities getting you down in GoldMine CRM? Event 30/8

As a long-time GoldMine CRM user, you may find yourself wondering what to do with those old, pending, and uncompleted activities cluttering up your database. These lingering tasks can be the result of overlooked follow-ups, departed employees, or simply changing priorities.

If you're a GoldMine CRM User, please join us on our next event on Friday 30th August at 2pm where we'll show you how to identify and clear up the old stuff hogging your productivity.

PLEASE REGISTER HERE

Let's explore some effective strategies for handling these outdated activities and keeping your GoldMine CRM system organized and efficient.

Why Address Old Activities?

Before diving into solutions, it's important to understand why managing old activities is crucial:

1. Improved system performance
2. Enhanced user productivity and user adoption
3. More accurate reporting and forecasting
4. Better overall data quality

Nothing is worse than clicking on a Contact's Pending Tab and seeing loads of uncompleted activities from years ago!

Strategies for Handling Old Activities

Audit and Assess
Start by running a query to identify old, pending activities.  This will give you a clear picture of the scope of the issue. Consider factors such as:

• Activity age
• Associated user (active or inactive)
• Activity type (call, appointment, task, etc.)
• Relevance to current business operations

Utilize the Roll Over Feature
GoldMine's "roll over" feature is an excellent tool for managing outdated activities. This allows you to:

• Reschedule activities by a specific number of days
• Move multiple activities to a future date
• Update the "updated" date for each rolled-over activity

Implement a Clean-Up Process
Establish a regular clean-up routine to prevent the accumulation of old activities:

1. Set aside time weekly or monthly for activity review
2. Train team members on proper activity management
3. Use GoldMine's auto-update feature to handle recurring tasks

Handle Activities for Departed Users
When employees leave, their pending activities often remain. To address this:

1. Reassign important activities to active users
2. Complete or delete irrelevant activities
3. Consider archiving activities for record-keeping purposes
    

Best Practices for Future Activity Management

To prevent the build-up of old activities moving forward:

1. Encourage regular activity list reviews
2. Use the Activity Centre to manage and prioritize tasks
3. Leverage email templates for efficient follow-ups
4. Implement a policy for closing out completed or irrelevant activities

Conclusion

By addressing old activities and implementing proper management techniques, you can significantly improve your GoldMine CRM's effectiveness. Remember, a clean and well-organized activity list leads to better time management, more accurate forecasting, and ultimately, improved customer relationships.  Take the time to audit your activities, utilize GoldMine's built-in features, and establish consistent clean-up processes. Your future self (and your sales team) will thank you for the increased efficiency and clarity in your CRM system.

Customising Workbooks CRM: Unlock the Power of Custom Records - Event 21/8

Custom records in Workbooks CRM allow you to create entirely new types of data objects tailored to your specific business needs. While most CRM systems come with standard objects like Contacts, Organizations, and Opportunities, your business might require something more specialized.

For example:

• A property management company might need a 'Property' record type
• An educational institution could benefit from a 'Course' or 'Student' record type
• A manufacturing business might want to track 'Equipment' or 'Production Runs'

So join us on our next Workbooks CRM online event where we explore Custom Records and how they can be used in Workbooks.  We'll go through some examples as well.  The event is on Wednesday 21st August at 2pm UK time.  Please register here to save your spot.  This event is aimed at Workbooks CRM users or anyone interested in using Workbooks as a new CRM system.

Benefits of Using Custom Records

1. Tailored to Your Business: Custom records ensure your CRM speaks your business language, making it more intuitive for your team.
2. Improved Data Organization: Keep all relevant information in one place, reducing data silos and improving accessibility.
3. Enhanced Reporting: Create reports and dashboards based on your custom data, providing deeper insights into your unique business processes.
4. Streamlined Workflows: Automate processes around your custom records, increasing efficiency and consistency.
5. Scalability: As your business grows and evolves, you can easily add or modify custom records to meet new requirements.

How to Create Custom Records in Workbooks CRM

1. Navigate to the Configuration area in Workbooks
2. Select 'Record Types' under the 'Database' section
3. Click 'New' to create a new record type
4. Define the fields, layout, and relationships for your new record type
5. Set up permissions to control who can view and edit the new records
6. Create views and reports to leverage your new data

Best Practices for Custom Records

• Plan Ahead: Before creating custom records, map out your business processes and data needs.
• Keep It Simple: Start with the essential fields and add more as needed.
• Use Relationships: Link your custom records to standard objects for a holistic view of your data.
• Train Your Team: Ensure your staff understands how to use and benefit from the new record types.
• Regular Review: Periodically assess your custom records to ensure they still meet your business needs.

Conclusion

Custom records in Workbooks CRM offer a powerful way to tailor your CRM to your exact business requirements. By leveraging this feature, you can create a truly bespoke system that grows with your business, improves data management, and drives efficiency across your organization.

Ready to unlock the full potential of your CRM? Start exploring custom records in Workbooks CRM today!

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!

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.

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.