CRM Implementation

Workbooks Wisdom - June 2016

Sync your emails with Workbooks

We recently released the latest version of our Workbooks Outlook Connector, affectionately known as the WOC. The latest version is compatible with Outlook 2016, so if you have not done so already, you may want to upgrade your current version. It can be downloaded here.

For those of you that do not already use the WOC, you can find out more about how it can automatically synchronize emails, tasks and contacts between Workbooks and Outlook on Workbooks Knowledge Base.

Introducing Workbooks Exchange Synchronise Service - Integrating External Emails with Your CRM

Workbooks are excited to announce that we are releasing a new way for you to integrate Microsoft Exchange with Workbooks CRM platform. The Workbooks Exchange Synchronise Service (WESS) is set to be released mid-November.

Workbooks have teamed up with InvisibleSolutions to provide a platform which connects directly to customers’ Exchange servers and will synchronise Contacts, Meetings, Tasks and ultimately Emails directly between Exchange and Workbooks.  By more closely integrating your CRM system with Exchange you can work in either environment and get a complete 360 degree view of your customer information.

The WESS provides an alternative solution to the existing Workbooks Outlook Connector, by directly connecting Workbooks CRM to Exchange using Microsoft’s Exchange Web Services implementation.

Workbooks Updates

We are pleased to announce an update to Workbooks that adds many new features including a new Wizard to help you make all the right changes to records when a Person moves from one Employer to another, and the ability to restrict the values on a picklist to just those relevant for the record you have open.

Change Employer Wizard

When you change (or delete) the Employer field from a person record, Workbooks will launch a short wizard to help you make all the right changes to the CRM system.  It will ask you when they left their previous employer, will create the 'previously employed by' relationship and also prompt you to archive their previous work email address and contact details.  This wizard will make it easier for you to deal with people who have left, rather than just putting (LEFT) after their surname!

How to Increase CRM Adoption in Sales Teams

Customer relationship management (CRM) software can be a big success factor for consumer-facing companies. But in order to get the most out of a CRM, you need to make sure your employees—especially your sales teams—are using it.

The CRM market has certainly grown in recent years, and is valued at over $18 billion by research firm Gartner. But implementing a CRM system or migrating to a new one is never something you should take for granted. Despite the success of the overall market, CRM initiatives have suffered from failure rates of up to 63 percent. These “fail stats” are admittedly sometimes prone to exaggeration, but their mere existence indicates an alarming weakness in what is still a flawed process.

What to Consider When Signing a CRM Contract

In the last decade, cloud innovation and new development strategies have brought a significant increase in customer relationship management (CRM) software to the market. As a buyer, it’s easy to be lured in by marketing language, the promises a vendor makes, the reputation they have, or the way their product makes you feel.
But CRM software is a critical investment that customer-facing organizations can’t afford to take lightly. An uninformed, un-curated purchase will inevitably lead to buyer’s remorse. As recently as 2013, CRM initiatives have suffered from 63 percent fail rates, and hasty software buying accounts for a large part of that.
It’s important to dig deeper than the product website and determine how your relationship with a software provider will actually play out, from setup and installation to the availability of future updates and support. This information (and more) is spelled out in the software contract - yes, the one that many businesses don’t fully read. 

Should You Build Your Own CRM?

It’s also a question which occasionally comes up from prospective customers, especially those who already developed their own in-house application and are looking for the pros and cons of ‘build versus buy’.
So is it a good idea? On the face of it, adding a few fields to your existing application to give your sales team some CRM functionality can’t be that complex right? “Surely, we just need some fields to track activities, the value of potential sales and maybe some notes. In principle that sounds fairly simple, so why would I invest in a commercial CRM?”
Let’s take a step back and ask: Why are you investing in CRM in the first place? Typically it’s for the following reasons:

CRM Software: The complete guide - benefits, advice & providers

Discover: What is CRM Software?; What are the benefits of CRM Software? ; How did CRM systems originate?; How can we ensure a successful implementation? and much more!fair-dial

Darrell Rigby, Frederick F. Reichheld & Phil Schefter suggest: "CRM aligns business processes with customer strategies to build customer loyalty and increase profits over time." (Harvard Business Review 2002).

In practice customer relationship management (CRM) software is a tool used to better manage interactions between a company, its customers, suppliers and leads takes on the ‘Goliath’ of CRM with its latest free migration offer to customers will provide a free data migration service, ensuring that all of the customer’s data is migrated into their CRM system, and they will also supply the subscription licences for free until the end of the customer’s existing subscription. (*Terms apply). With the promise of additional ‘out-of-the-box’ business functionality, a more affordable licence cost, and direct vendor support, has already successfully migrated a number of customers to the Workbooks CRM system.

10 Questions You Should Ask Before You Buy

Ask some key questions before you buy Salesforce and you might discover that Workbooks is a more cost-effective and transparent CRM partner.

CRM Implementation - the Numbers

CRM implementations often cost more than the total annual license fee, but it's worth the initial upfront cost because:

a) The on-going license fees are very reasonable for Cloud based CRM systems.

b) The business benefit you get from the system usually means that you'll easily make your money back within the first year.

It’s important to know that with larger vendors, such as Microsoft and Salesforce, buyers are sometimes restricted to using certain third parties for implementation. These companies may be more expensive than doing it yourself or using a smaller vendor - and they may not provide such a tailored service.