Secrets to CRM: How a major US manufacturer succeeded with a No-BS approach webinar recording Type: #Videos#Webinar Recordings Join this webinar to hear from Chris Roessler, VP Marketing and Adverting at Rotary Corporation. He\'ll explain: How Rotary transitioned from Salesforce with minimal disruption What are the high-risk areas in switching...
Workbooks drop-in clinic – Unify your reports webinar recording Type: #Videos#Webinar Recordings Join our support team and other users in our new bi-weekly webinar where you can get tips, tricks and support. In this session our experts cover list reports. In this session we\'re looking at how to unify your reports....
Workbooks drop-in clinic – Wrangle your records webinar recording Type: #Videos#Webinar Recordings Join our support team in our informal bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this session, we’re looking at combining data from more than one data table to gain...
Workbooks drop in clinic: Building list reports Type: #Videos#Webinar Recordings Join our support team and other users in our new bi-weekly webinar where you can get tips, tricks and support. In this session our experts cover list reports. In this session we demonstrate the difference between list views...
Workbooks drop in clinic: Getting started with reporting Type: #Videos#Webinar Recordings Want to start building your Workbooks\' reporting skills? Watch our 40-minute webinar if you\'re new to reporting and want to learn how to get started. We\'ll cover: How to use reports to get valuable insights Where to...
CRM: The good, the bad and the bullsh*t, revealed by Sales & Marketing leaders Type: #Videos#Webinar Recordings Watch the latest virtual discussion on-demand as industry experts Chris Robinson, Managing Director, Boost Evaluation, Dan Roche, Chief Marketing Officer, Workbooks and Penny Lowe, SVP, North America, Workbooks reveal and analyse...
Automate your marketing with Workbooks & Force 24 Type: #Videos#Webinar Recordings Join our CRM and Marketing Automation webinar to hear from Lee Senior Programme Director, Strategic Partnerships, at Force 24 and Jamie Horastead, Sales Director, at Workbooks. Get a demo of Force24 and find out how to: ...
Managing your Projects with Workbooks Type: #Videos#Webinar Recordings Implementation consultant Adam Pearce recaps Workbook\'s new project module. He demonstrates how to: Log and manage time Manage budget Delivery Summaries Resource Scheduler
Workbooks Post release Webinar 7.4 Type: #Videos Recap everything you missed in the Workbooks 7.4 post-release webinar.
Workbooks 7.1 post release webinar Type: #Videos Recap everything you missed in the Workbooks 7.1 post-release webinar.
Managed Service Webinar Type: #Videos Struggling to find the right employees to manage your CRM? Want better user adoption?  Our team can take on the role of a CRM Admin and Expert. We cover online training to boost user adoption and carry out the admin tasks...
Workbooks Release 7.1 – New Filtering Functionality Type: #Videos Customer Success Manager Jean Hardie-Mathews demonstrates the new filtering ability in the Workbooks 7.1 Release.
