Wizard Systems

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.

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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Removing Roadblocks on the Journey to GoldMine CRM Success - Event 14/2

Is your organisation truly leveraging the full capabilities of your Goldmine CRM system? Or are there lingering roadblocks preventing consistent adoption across teams?

As a Goldmine administrator, it's critical to ensure your colleagues are not just logging in occasionally, but actively utilising the platform to manage activities, update records, and progress deals through the sales cycle.

Join our upcoming webinar "Removing Roadblocks to Goldmine CRM Adoption" on 14th March at 2pm UK time to learn best practices for monitoring usage levels and driving engagement. We'll cover:

- Reporting on login frequency to identify underutilised licences
- Auditing deal/activity data for incomplete records and bottlenecks
- Implementing techniques like gamification to incentivise daily usage
- Integrating Goldmine with BI tools for advanced adoption metrics
- Overcoming common objections and providing targeted training

Whether you face challenges with data hygiene, managerial buy-in or simply ingrained habits, this webinar will equip you with strategies to clear the path to Goldmine mastery.

Don't let a lacklustre adoption rate undermine your CRM investment. Ensure you're extracting maximum value from Goldmine by registering for this insightful session today!

REGISTER NOW HERE

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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.

 

Next GoldMine CRM Event 20th October 2pm - How to Customise your Toolbar

Join us on our next event aimed at existing GoldMine CRM Users and how to customise your Toolbar.

Register here.

Here are a few ways customizing the toolbar with shortcuts can benefit a company using a CRM system like GoldMine:

• Improved efficiency - Adding shortcuts to commonly used actions like creating a new contact, scheduling a call, logging an activity, etc. can save employees time by reducing the number of clicks and navigation required to perform frequent tasks. This can enable staff to get more done in less time.
• Better workflow - Custom shortcuts can streamline workflows by making it faster and easier for employees to take the next logical action in a process. For example, a shortcut to schedule a follow-up call right after adding a new contact.
• Increased adoption - When employees can easily access CRM features they are more likely to use the system consistently rather than finding workarounds. Intuitive customized layouts improve user experience.
• Role-based customization - Managers can customize toolbars differently than sales reps, tailoring shortcuts to each role's responsibilities and most common actions, increasing relevance and utility.
• Consistency - A customized toolbar can standardize CRM usage across the company, ensuring employees have access to the same commonly used features. This can help build more consistent processes.
• Training aid - Well-designed toolbars put CRM functionality front and center, acting as a reminder and quick reference guide to key features, especially helpful for onboarding new employees.

So in summary, thoughtful toolbar customization in GoldMine or any CRM can pay dividends through time savings, easier workflows, increased adoption, role-based utility, standardization, and onboarding assistance. The key is optimizing shortcuts for your specific workflows and users

Save time in Workbooks CRM with Side Panels

Attention Workbooks CRM Users! Join us on Thursday 19th october at 2pm for our next mini training session on Side Panels and how they can enhance your use of Workbooks!

Register here

Here are some of the key benefits of using the side panel feature in Workbooks CRM:

• Improved navigation and workflow - The side panel provides easy access to key CRM modules and features from anywhere in the system. This can help users navigate the CRM more efficiently.
• Faster access to information - With core modules readily available in the side panel, users can quickly jump between contacts, accounts, opportunities etc without having to run searches or navigate through sub-menus. This enables faster access to customer information.
• Enhanced multi-tasking - The side panel enables users to keep key modules open as they work on records in the main window. This facilitates toggle between different tasks and records seamlessly.
• Customization and personalization - Users can customize the side panel to include the specific modules and widgets they use the most for their role and workflows. This allows personalization for individual needs.
• Contextual assistance - Side panel widgets like quick create and global search provide contextual assistance to users as they work on records in the CRM. This can aid productivity.
• Better use of screen real estate - By housing secondary modules and functions in the side panel, more screen real estate is available for the main record view. This allows more data/details to be visible at once.

So in summary, the side panel facilitates faster, focused workflows and access to information for CRM users through improved navigation, multi-tasking, customization and screen optimization. This can enhance productivity and effectiveness when using Workbooks CRM.

Why have Training with your new CRM system?

There are several important benefits for a business that invests in proper training on a CRM (Customer Relationship Management) system:

• Increased adoption and usage - With training, employees are more likely to fully adopt and regularly use the CRM rather than avoid it. This leads to more data capture and insights from the CRM.
• Improved data quality - Well-trained employees will enter higher quality customer data into the CRM, keeping it updated and accurate. This maintains the value of the CRM as a management tool.
• Higher ROI - With increased adoption and better data, the business is more likely to see a return on their investment in the CRM system. The costs of the system and training are justified by business gains.
• Enhanced efficiency - Employees trained on using the CRM properly are able to complete tasks faster, like entering interactions, tracking deals, finding customer info, etc. This saves time and money.
• Better customer service - Employees armed with CRM knowledge can access customer data quickly to deliver informed, personalized service. This strengthens customer relationships.
• Uniform processes - Training establishes consistent CRM processes across the organization, preventing improper use or data entry issues.

Overall, proper CRM training ensures employees use the system to its full potential and turn it into an asset that delivers value across customer-facing teams and functions. It transforms the CRM into a truly useful business tool.

What problems can poor quality data give you in your CRM system?

Having poor-quality data in your Customer Relationship Management (CRM) system can lead to a range of negative repercussions that can affect your business operations and decision-making processes. Here are some of the key repercussions of having poor-quality data in your CRM system:

1. Inaccurate Customer Information:

   • Poor-quality data can result in inaccurate customer profiles, including incorrect contact details, job titles, and company information. This can lead to communication errors and missed opportunities.

2. Decreased Customer Satisfaction:

   • Inaccurate or outdated customer data can lead to mistakes in customer interactions, such as sending the wrong products or messages. This can result in decreased customer satisfaction and trust.

3. Inefficient Marketing and Sales Efforts:

   • Poor-quality data can lead to ineffective marketing campaigns and sales efforts. Sending marketing materials to incorrect addresses or targeting the wrong audience can waste resources and time.

4. Missed Sales Opportunities:

   • Incomplete or outdated data can lead to missed sales opportunities. For example, if your CRM doesn't contain the latest customer purchase history, your sales team may miss out on upselling or cross-selling opportunities.

5. Difficulty in Segmentation:

   • Effective customer segmentation relies on accurate data. Poor-quality data can hinder your ability to segment your customer base effectively, making it harder to tailor marketing messages and offers to specific groups.

6. Wasted Resources:

   • Cleaning and maintaining poor-quality data can be time-consuming and resource-intensive. Your team may need to spend significant time manually correcting data errors, which could be better spent on strategic tasks.

7. Decreased Forecasting Accuracy:

   • Reliable data is essential for making accurate sales forecasts and business projections. Poor-quality data can result in inaccurate forecasts, leading to inventory issues, overstaffing, or underestimating demand.

8. Compliance and Legal Risks:

   • Poor data quality can lead to compliance and legal risks, especially in industries with strict data protection regulations like GDPR or HIPAA. Mishandling customer data or using inaccurate information can result in fines and legal consequences.

9. Damage to Reputation:

   • Using incorrect customer information can damage your company's reputation. Customers may perceive your business as unprofessional or unreliable if they repeatedly encounter data errors in their interactions with you.

10. Lost Opportunities for Personalization:

    • Personalization is a key aspect of modern customer engagement. Poor-quality data limits your ability to personalize marketing messages, product recommendations, and customer service interactions.

11. Increased Churn Rate:

    • If your CRM system contains incorrect information about customer preferences or service history, it can lead to customer frustration and an increased churn rate as customers seek better experiences elsewhere.

12. Decision-Making Impairment:

    • Poor-quality data can mislead decision-makers, leading to suboptimal strategic choices. Relying on inaccurate data can result in misguided investments or misguided product development efforts.

Join us on our webinar where we explore this in GoldMine and tips for curing and preventing poor data.  The webinar is on Friday 22nd September at 2pm UK time.  Register at:

https://attendee.gotowebinar.com/rt/5846898705498595670

 

Improve Collaboration & Communications with the Workbooks Project Management feature

Hope you can join us on our next short Workbooks training session on Wednesday 20th September at 2pm.  This FREE online event will cover the NEW Project Management feature for Workbooks.  This is a really great way to improve collaboration and communications within your team, especially important if you have 'Projects' in your organisation.  We'll give a short demo of what it looks like!

 

Session will last approx 15 minutes and there's plenty of time for you to ask us questions.

 

Save your spot now at:
https://attendee.gotowebinar.com/rt/6244329273476112991

 

Feel free to forward this link to other colleagues

Unlocking Success on the Go: Mastering CRM on Your Mobile with Workbooks!

Workbooks CRM Users - Join us on our next online event where we take you through how to easily access Workbooks CRM on your mobile phone.

This is a free event for Workbooks CRM Users on Thursday 14th September at 2pm UK time.  Please register here