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.

Boost Your Sales Efficiency with QuoteWerks and Workbooks CRM Integration

In the fast-paced world of sales, efficiency and accuracy are paramount. Imagine a seamless integration between your quoting software and CRM system that enhances your workflow, reduces errors, and saves time. Enter the QuoteWerks and Workbooks CRM integration, a powerful tool designed to streamline your sales process from quote generation to closing deals.  This solution from Wizard Systems if:

1. You use Workbooks and need a more sophisticated quote solution
2. You use QuoteWerks and are looking for a new CRM system, but don't want to stop using QuoteWerks

 

Streamline Your Sales Process

The integration between QuoteWerks and Workbooks CRM allows you to populate critical information such as "Sold to," "Ship to," and "Bill to" details from a Workbooks Opportunity into QuoteWerks. This ensures that all necessary data is readily available when creating new quotes in QuoteWerks. Once a quote is initiated, these details are automatically populated, reducing manual entry and the risk of errors.

Efficient Quote Management

Managing quotes becomes a breeze with this integration. You can amend quotes as needed within QuoteWerks, and any changes are exported to a CSV file on a set schedule. This file is then uploaded to an SFTP server, where Workbooks checks for updates and processes new files. This automated process creates new opportunities and quotes, ensuring that your sales team always works with the most up-to-date information.

Seamless Updates and Revisions

Keeping your data current is crucial for maintaining accuracy in your sales process. With the QuoteWerks and Workbooks integration, you can update "Sold to," "Ship to," and "Bill to" information directly from the quotation record in Workbooks. Simply make the necessary changes and select "Run Process > Update Quote" to ensure that all revisions are recorded and reflected in the opportunity. This feature guarantees that your opportunity replicates the values from the most recent quote, providing consistency across your sales documents.

Key Features and Benefits

• Automated Data Transfer: The integration automates the transfer of basic quote details back into Workbooks on a schedule, minimizing manual data entry and potential errors.
• Real-Time Access: Open QuoteWerks quotes directly from the opportunity or quote record in Workbooks, allowing for quick access and updates.
• Currency and Field Support: Currently, the integration supports only the base currency (GBP) and populates specific fields such as Docno, Docname, Docdate, and more in Workbooks.
• System Requirements: To leverage this integration, you need the QuoteWerks Corporate Edition on SQL, an SFTP server setup, and the SFTP Plug-in enabled within Workbooks.

Frequently Asked Questions

• Can the integration work with QuoteWerks Standard Edition? Unfortunately, the Standard Edition does not support the required commands for this integration.
• Which Workbooks license is needed? The integration is compatible with the basic Workbooks CRM license.
• What documents are transferred to Workbooks? Currently, only Quotation documents are copied.
• Is contact information viewable in QuoteWerks? Not directly. Contact details must be populated by raising the quote from Workbooks.

Overcoming Common Challenges

One common concern is the delay between creating or updating a quote in QuoteWerks and seeing these changes in Workbooks. This delay depends on how frequently your SFTP client collects and uploads files and how often Workbooks checks for updates. While Workbooks can be set to check every minute, a five-minute interval is recommended for optimal performance. Setting up the SFTP server is another consideration. While Wizard Systems cannot set up the server, your IT team can configure it using Windows Operating System features or other providers. Ensure that Workbooks has access by configuring your firewall and router settings.

Conclusion

The integration between QuoteWerks and Workbooks CRM is a game-changer for sales teams looking to enhance their efficiency and accuracy. By automating data transfer and ensuring seamless updates, this integration allows your team to focus on what matters most: closing deals and driving revenue. Embrace the power of automation and elevate your sales process with QuoteWerks and Workbooks CRM from Wizard Systems today.

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!

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!

 

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.