Wizard Systems

Unlock the Power of Workbooks CRM on the Go: Exploring the Mobile App Event 19/9

 

In today's fast-paced business world, the ability to access critical information and manage customer relationships from anywhere is no longer a luxury—it's a necessity. That's where the Workbooks CRM mobile app comes in, offering a powerful tool to keep you connected and productive, no matter where you are.

Key Benefits of the Workbooks CRM Mobile App:

1. Real-time Access: Stay up-to-date with the latest customer information, sales opportunities, and tasks, all in real-time.

2. Increased Productivity: Update records, log calls, and manage your schedule on the move, maximizing your efficiency between meetings or while traveling.

3. User-friendly Interface: Enjoy a streamlined, intuitive design optimized for mobile devices, making navigation and data entry a breeze.

4. Customizable Dashboards: Access your key performance indicators and important metrics at a glance, tailored to your role and preferences.

5. Enhanced Communication: Collaborate with team members, share updates, and respond to customer inquiries promptly, improving overall responsiveness.

6. Security: Benefit from robust security measures to protect sensitive customer data, including multi-factor authentication and remote wipe capabilities.

7. Seamless Integration: Experience perfect synchronization between the mobile app and the desktop version, ensuring a consistent workflow across devices.

8. Customer-facing Tools: Access customer-facing features like quote generation and order processing on the spot, closing deals faster.

By leveraging the Workbooks CRM mobile app, you can transform the way you work, making your team more agile, responsive, and effective. Whether you're a sales representative in the field, a manager overseeing operations, or an executive needing quick insights, the mobile app puts the power of Workbooks CRM in your pocket.

Want to learn more about maximizing your productivity with the Workbooks CRM mobile app? Join our upcoming webinar!

Webinar: "Mobile CRM: Using Workbooks on-the-go"
Date: Thursday 19th Sept, 2pm UK time
Duration: 20 minutes

Register now: CLICK HERE

In this webinar, we'll dive deep into the features of the Workbooks CRM mobile app, share best practices for mobile CRM usage, and demonstrate how to configure the app to best suit your needs. Don't miss this opportunity to supercharge your mobile productivity!

Discover the Power of the Field Updater Plugin: Join Our Exclusive Webinar 11/9

 

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.

REGISTER NOW BY CLICKING HERE

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!

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.

Customizing Your Workbooks CRM: Our Top 10 Custom Field Types! - Event 4/9

Workbooks CRM offers a robust set of tools for tailoring your customer relationship management system to your specific business needs. One of the most powerful features is the ability to create custom fields.

If you're a Workbooks CRM user or looking at Workbooks, please join us on our next online event on Wednesday 4th September at 2pm and we'll explain all

PLEASE REGISTER HERE TO ATTEND

 

Let's explore out top 10 (there's more!!) types of custom fields available in Workbooks CRM and how they can enhance your data management.

1. Text Fields

Type: Single Line Text / Multi-line Text Example Use: Capture short notes about a client or longer descriptions of projects.

2. Number Fields

Type: Integer / Decimal Example Use: Track the number of employees in a client company or record precise financial figures.

3. Date and Time Fields

Type: Date / Date and Time Example Use: Schedule follow-up calls or record important deadlines for projects.

4. Dropdown Lists

Type: Picklist Example Use: Create a list of industry sectors for categorizing your clients.

5. Checkboxes

Type: Checkbox Example Use: Flag high-priority leads or indicate whether a client has signed an NDA.

6. Radio Buttons

Type: Radio Button Example Use: Set the status of a project (e.g., Not Started, In Progress, Completed).

7. Lookup Fields

Type: Lookup Example Use: Link a contact to their associated company record.

8. Formula Fields

Type: Formula Example Use: Automatically calculate a lead score based on other field values.

9. URL Fields

Type: URL Example Use: Store links to client websites or relevant online resources.

10. Email Fields

Type: Email Example Use: Capture additional email addresses for contacts.

11. Dynamic Linked Item Fields

Type: Dynamic Linked Item Example Use: Create a field that dynamically links to different types of records based on certain conditions. For instance, linking a support case to either a contact or an organization depending on the nature of the issue.

12. Report Fields

Type: Report Example Use: Embed the results of a specific report directly within a record. For example, showing the total value of all opportunities associated with a particular account on the account record itself.

By leveraging these custom field types, you can tailor Workbooks CRM to capture and organize the exact information your business needs. This customization allows for more efficient data entry, improved reporting, and ultimately, better insights into your customer relationships.

The Dynamic Linked Item fields offer great flexibility in how you structure your data relationships, allowing for more complex and nuanced connections between different types of records. Meanwhile, Report fields can bring critical summary data right to the forefront of your records, saving time and providing instant insights.

Remember, the key to effective CRM customization is to think carefully about what data is truly valuable to your business processes. Start with the essential custom fields and gradually expand as you identify new data points that could drive your business forward. With Workbooks CRM's wide array of field types, you have the tools to create a truly tailored CRM experience that aligns perfectly with your organization's needs.

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!

Mastering Workbooks CRM: Why Your Preferences Matter - Event 6/8

Workbooks CRM is a powerful tool for managing customer relationships, but its true potential is unlocked when users take the time to customise their experience. One of the most impactful ways to do this is by setting up your preferences correctly.

Join us on Tuesday 6th August at 2pm UK time and we will take you through the top level user preferences to review to get the most out of Workbooks CRM. Register here for free.

Let's explore why this matters and how to make the most of it.

Why User Preferences Matter

1. Efficiency: Tailored preferences streamline your workflow, saving time on routine tasks.

2. Personalisation: Your CRM should work the way you do, not the other way round.  E.g. When you log in, what's the first thing/s you tend to do?

3. Data Organisation: Proper settings ensure that your data is displayed and organised in a way that makes sense for your role and needs.

4. Improved Adoption: When the system is set up to work smoothly for each user, overall adoption and satisfaction increase.  So new starters, get them setup correctly.

Key Preference Areas to Consider

1. Default Views: Customise list views to show the most relevant information for your role.

2. Email Integration: Set up email preferences to ensure seamless communication tracking.

3. Notifications: Tailor your alert settings to stay informed without being overwhelmed.

4. Dashboard Configuration: Arrange your dashboard to display the metrics and data most crucial to your daily work.

5. Activity Management: Adjust task and calendar settings to align with your work style.

6. Telephony: Workbooks integrates with a number of phone applications.

Best Practices for Setting Preferences

1. Take stock of your daily tasks and prioritise the features you use most often.

2. Experiment with different settings to find what works best for you.

3. Regularly review and update your preferences as your role or needs evolve.

4. Consult with colleagues to discover useful configurations you might have overlooked.

5. Don't hesitate to reach out to Workbooks support for guidance on optimising your setup.

Remember, investing time in setting up your preferences isn't just about personal comfort—it's about maximising the value of your CRM investment. A well-configured Workbooks CRM can significantly boost productivity and provide clearer insights into your customer relationships.

Take the time to explore and set your preferences in Workbooks CRM. Your future self will thank you for the increased efficiency and effectiveness in managing your customer relationships.

Hope to see you Workbooks Users on our next event!

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.

Streamline Your Processes with Custom Tasks in Workbooks CRM - Event 19/6

In any business, efficient task management is crucial for staying organized and productive. While customer relationship management (CRM) systems like Workbooks CRM provide standard task types like calls and meetings, sometimes you need more specialized options to align with your unique processes. That's where custom tasks come into play.

If you are a Workbooks CRM user or interested in Workbooks, please join us on our webinar on Wednesday 19th June at 2pm UK time where we will show custom tasks in action.  Please register by clicking here.

Custom tasks in Workbooks CRM allow you to create tailored task types that fit your specific business needs. Instead of trying to shoehorn your activities into predefined categories, you can design task types that perfectly match your workflows. This level of customization ensures that your team can accurately track and manage every step of your processes, leading to improved efficiency and better overall performance.

Benefits of Custom Tasks in Workbooks CRM:

1. Accurate Tracking: With custom tasks, you can track activities that are unique to your industry or business operations. This level of granularity ensures that no task falls through the cracks, enabling you to maintain a comprehensive view of your team's workload.

2. Improved Visibility: Custom tasks provide transparency into the various stages of your processes. By creating task types that align with your specific workflows, you can easily monitor progress and identify potential bottlenecks or areas for improvement.  Maybe you need to record information for compliancy reasons as well.

3. Enhanced Reporting: Custom tasks enable you to generate detailed reports that provide valuable insights into your team's performance and the effectiveness of your processes. With accurate data, you can make informed decisions to optimize your operations.

4. Better Collaboration: Custom tasks facilitate clear communication and collaboration among team members. By using task types that accurately reflect your organization's terminology and processes, everyone stays on the same page, reducing confusion and increasing productivity.

5. Making it easier to use:  Custom tasks can display more relevant information to the activity type, improving ease of use and adoption.  Think about the sequence of Fields on your Task form as well.  is there a natural flow?

 

By leveraging the power of custom tasks in Workbooks CRM, you can tailor your task management processes to align perfectly with your business needs. Streamline your operations, improve collaboration, and gain valuable insights that drive continuous improvement.

Top 5 Bad Habits in Workbooks CRM: Are You Guilty?

Top 5 Bad Habits in Workbooks CRM: Are You Guilty?

In the world of CRM, old habits die hard. Even with a powerful, intuitive system like Workbooks CRM at your fingertips, it's easy to fall into practices that undermine its effectiveness. Let's explore the top five bad habits we frequently see and how to break them for better CRM usage.

And attend our live webinar on Wednesday 5th June at 2pm UK time to see all of this in more detail and talk with our CRM experts.  Register here

 

1. Using Notes Tab as an Activity Dumping Ground

The Sin: You've just finished a call with a client. Instead of properly logging it, you hastily jot down some points in the Notes tab. It's quick, but is it smart?

Why It's Bad: Notes are unformatted, making them difficult to search, categorize, and report on. They become a tangled web of information, making it challenging to extract meaningful insights.

The Redemption: Use the Activities section! It provides structured fields for calls, meetings, and more. This organization allows for easy tracking, scheduling, and reporting, giving you a clear view of your client interactions.

2. The Never-Ending Activity

The Sin: A meeting gets rescheduled, then rescheduled again. Instead of marking it as unsuccessful and creating a new entry, you keep modifying the same activity.

Why It's Bad: This practice erases your activity's history. You lose track of when an activity was originally planned versus when it actually occurred. This skews your time management metrics and client engagement analysis.

The Redemption: Always complete unsuccessful activities as they are. Then, create a new activity for the rescheduled event. This maintains an accurate timeline, helping you understand client responsiveness and your scheduling efficiency.

3. Ignoring the "Left Company" Feature

The Sin: Your key contact at ABC Corp has moved on. You know this but simply leave their details untouched in your CRM.

Why It's Bad: Outdated information leads to wasted efforts. You might be sending proposals or scheduling calls with someone who's no longer there, missing opportunities with their successor.

The Redemption: Workbooks CRM offers a elegant solution with its "Left Company" feature. Use it! It neatly archives the contact's history while prompting you to update their new details or identify their replacement, ensuring seamless relationship continuity.

4. Email Over Quotes Feature

The Sin: You've worked hard on a sales proposal. Instead of using Workbooks' quote feature, you summarize it in an email body.

Why It's Bad: Emails get buried. They lack the structure to showcase your offer's full value. Without a proper quote record, you miss out on tracking quote versions, approval stages, and integrating it with your sales opportunity pipeline.

The Redemption: Always use the Quotes feature. It provides a professional template, tracks modifications, and links directly to your sales opportunities. This not only impresses clients but also gives you rich analytics on quote performance and sales pipeline health.

5. Small-Time Thinking with Email Campaigns

The Sin: You're sending a product update to 50 clients. You turn to Workbooks' simple mailing tool because, well, it's right there.

Why It's Bad: While handy for one-offs, the internal tool lacks the power for true email marketing. You miss out on design options, A/B testing, detailed analytics, and automation that drive engagement.

The Redemption: Integrate with email marketing giants like Mailchimp or GatorMail. These Workbooks CRM integrations let you harness advanced features—beautiful templates, segmentation, behavioural triggers—while keeping your CRM data in sync. Even for smaller sends, this elevates your professionalism and insights.

Break Free from Bad Habits

Workbooks CRM is a powerful ally in your business growth. By shedding these bad habits, you unlock its full potential:

1. Use Activities, not Notes, for structured data
2. Complete and recreate activities for accurate timelines
3. Leverage the "Left Company" feature for up-to-date contacts
4. Employ Quotes for professional, trackable proposals
5. Choose integrated email tools for marketing prowess

Remember, a CRM is only as good as how you use it. Break these habits, and watch Workbooks CRM transform your business operations from good to great.