Workbooks Wisdom

Workbooks Wisdom - January 2017

Happy New Year

We would like to wish you a happy and prosperous new year. The new year is a great opportunity to reflect back and consider what is working well and what could be improved. Workbooks aim is to provide you with a platform that gives you the tools to make your business successful, which is why we are always striving to enhance and add new features.
Many improvements and new features were added to the product in 2016. These include the capability to de-duplicate & merge records, enhanced ReportingZapier integration and the Mapping Module.
We are looking forward to another exciting year, with many more improvements planned, including and update of the user interface and tablet version; we'll make the management of mailing lists within Workbooks easier to use and integrate with third-party emailing tools; and we also have exciting new products coming out. Watch out for product announcements in the first half of the year!

New Release - August 2016

We are pleased to announce an update to Workbooks that adds many useful features that you, our customers, have requested.  

Workbooks is being upgraded

PLEASE NOTE: The Workbooks service will be intermittently unavailable between 02:00 am - 04:00 am EST time, on Saturday 13 August 2016. If you log into your database on Saturday, you may get a message informing you that your database is being upgraded. Your database should be available for use within approximately 30 minutes of receiving the message.
The update includes the following:

Workbooks Wisdom - July 2016

Words of Wisdom is a monthly bulletin which brings you tips and tricks to enable you to complete your day-to-day role with ease. To access this and previous bulletins, please use the Bulletins option on your Start menu.

Reducing Your Storage Usage

Your Workbooks database will inevitably grow over time, but there are a few things you can do to use your allowance more efficiently.

Firstly, if you aren't aware how much you are using, we've made this easy for you to check by going to Configuration > Database > Storage Usage. This shows you a summary of your usage split by the area and should give you a good indication of where your problem areas are.

Once you know this, you are best equipped to start reducing this down. Our forum post 'Reducing your storage usage' runs through ideas for how to do this!

Reporting Tips and Tricks

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.

Workbooks Wisdom - April

Workbooks on the go!

In an increasingly mobile world, we know how important it is to be able to capture information and record it in your database quickly and easily when you’re away from your desk. That’s why we’re working on providing you with a fully operational tablet version of Workbooks. Take a sneak peak at the prototype that we’ve put together by watching this video. It’s not the final version but we’re sure you’ll agree that it’s looking good.  Keep an eye on future Words of Wisdom for an update on its availability.

Workbooks Wisdom - March

How to link with over 500 apps

Workbooks is now running BETA on, allowing rapid links from to over 500 apps (including Google Sheets, Trello, Gmail and Mailchimp). 
We recommend starting with GoToMeeting, Eventbrite and JIRA. 
Interested? Please email for a BETA invite.


Giving yourself space to work

Have you ever found yourself scrolling through the information in a rich text field and wishing it was easier to see? 

Workbooks Wisdom - February

Skyrocket your Sales Team's Performance

In Sales, having a great set of KPIs can make a massive difference. However with so much information available inside your CRM, it can be difficult to know where to start.

So we've done the hard work for you with our recent blog post - 6 CRM Reports to Skyrocket your Sales Team.

Putting Colors on Targets

Using Colors to see at a glance what's doing well and what areas require more focus can really add value to the way you work. Have a look at your reports and try it out. 

Workbooks introduces Workbooks 4.7 – With a New Year comes a New Release

Workbooks are pleased to announce Workbooks 4.7 – the latest release of their award winning CRM platform.

Following from customer feedback this update includes many new features including multi-lingual capabilities, Zapier app integration, data management and reporting enhancements.

Multi-lingual support

To support our international clients with offices around the world, Workbooks has added multi-lingual functionality to their CRM platform. Translations for French, German, Spanish and English American are provided in this release, the platform can support any other languages, including multi-byte character sets. Addition translations will be provided based on customer demand. Translation support enables clients to use different languages for field names, record names and also values held in pick lists and data tables.

How to Skyrocket your Sales Team's Performance Using these 6 CRM Reports - Today!

How you can vastly improve your sales teams performance with six underutilised CRM reports 

You’re responsible for hitting the company sales target, you lead the sales team, you need to deliver success. All good sales leaders know that tracking the right KPIs can make the difference between success and failure.

So what should you be tracking? and what insight can it provide? There are lots of different metrics you should be measuring inside your CRM system, but here we have focused on 6 that every sales leader should have:

  1. How much have you sold already?    

  2. How is your pipeline looking for this quarter?    

  3. How successful are your sales reps at winning opportunities?

  4. How does your Pipeline look for next quarter?    

  5. Are Marketing delivering enough leads?

  6. Which clients have you lost recently?