Customer Support

Website and CRM – A match made in heaven.

Put the website at the heart of our customer relationship management strategy. This blog summarizes what was done by Workbooks.com and hopefully will inspire you to integrate your website more tightly with your CRM.

Marketing - reduce admin

1. Lead capture & process automation

The blog and knowledge base on Workbooks website offer a large amount of freely accessible content. But in order to support the sales team adequately and give them something tangible to follow up on, they also gate high-value content with Workbooks Web2Lead forms:

Simple Web forms

Try Now button

Used on their Contact Us page or for white paper download.

More advanced Web forms
With business logic and workflows are used for free trial. Once a free trial form has been submitted, a workflow will automatically create a user in Workbooks in order to allow for that person to access our Cloud-based CRM platform and start the trial. This automatically happens on submission of the form.

Workbooks Wisdom - November

Workbooks Wisdom brings you monthly tips and tricks to enable you to complete your day-to-day role with ease.

Want to have a Workbooks-Whizz in your own office? 

At Workbooks, we are strong believers in the saying "Give a man a fish, and he will feed for a day, teach a man to fish, and he will feed for the rest of his life". Our System Administrator Training Course is an extensive 2 day training session that will teach delegates how to maximise the potential of Workbooks for their company; allowing them to build more dynamic reports, enhance business functions, and develop IT skills. Click here to see what we have on offer.

Workbooks Update - September

We are pleased to announce an update to Workbooks that adds many new features, which we hope you will find useful.  More information about these is available below.

Mailshot Improvements

Filtered Workbooks Mail Shots

We have added the ability to filter Campaign Members so that you can now target Mail Shots at a smaller group of people from a large Campaign. For example, you can now send to only those people who have the status of "Interested".

Workbooks Wisdom - July

At Workbooks, we believe that sharing knowledge is crucial to success, and we want you to enjoy using our software to enable you to complete your day-to-day role with ease. Workbooks Wisdom is here to save the day bringing you monthly tips and tricks to enable you to do just that. See below for July's tips.

Workbooks Wisdom - June

At Workbooks, we believe that sharing knowledge is crucial to success, and we want you to enjoy using our software to enable you to complete your day-to-day role with ease. Workbooks Wisdom is here to save the day bringing you monthly tips and tricks to enable you to do just that. See below for June's tips.

Reduce your data input time by auto-populating fields using API data and Dynamic Picklists

If you have records with fields that are populated by information dependent on other fields, you can speed up your data entry e.g. create an ‘Industry’ Picklist on an Organisation, where the Picklist selection auto-populates the SIC code in a separate field. See our example here.

Putting the Customer at the Heart of Customer Service

Is customer service the weak link in your business model? Why create a slick and sophisticated sales and marketing model to acquire customers, only to lose them as a result of a bad customer services experience? Good customer service is essential to:

  • Improve retention rates.
  • Ensure customers make the best use of a product or service.
  • Identify opportunities for cross-selling or up-selling, especially for consultancy or professional services.

Automating Customer Support – 5 Tools You Need

Put the customer at the heart of your business processes and reap the rewards of greater efficiency.

Putting the focus of your business processes back on the customer should be the driving force behind any CRM implementation. The ability to automate customer service by using the comprehensive toolset of a Cloud CRM system such as Workbooks delivers benefits for businesses that could only be dreamed of a decade ago.