Northdoor Video Testimonial
A top provider of IT Solutions to the Financial Services sector, specialising in application development, EPM, IT Support & Managed Services, Northdoor moved from Salesforce.com to Workbooks so...
View ArticlewebCRM Quick Tour - E-mail Templates
Learn more about how to create e-mail templates in webCRM.
View ArticleAn Overview of Workbooks
This presentation provides you with an overview of Workbooks CRM & Workbooks Business. From this presentation you will learn: - The core functionality Workbooks has to offer. - The benefits...
View ArticleIntroducing the Workbooks Environment
During this presentation you will see how Workbooks CRM is: - Familiar and easy to use. - Able to move, re-size and reduce 'windows'. - Able to sort date. Able to group data. - Able to filter data.
View ArticleA Day in the Life of a Salesman
See how Workbooks can improve the life of a Salesman in his day-to-day activities. During this presentation you will see how Workbooks CRM can: - Manage day to day activities. - Qualify sales leads. -...
View ArticlePipeline Management
Understanding where your sales opportunities are is critical; without a consistant approach to managing the pipeline it is difficult to ensure that each sale is where the salesperson believes it to be....
View ArticleBuilding Reports
When you need to have comprehensive information available Workbooks can provide a whole host of pre-assembled reports, or if you wish you can create your own. During this presentation you will see how...
View ArticleBuilding Relationships within Workbooks
Managing relationships within business is key to maximising the potential within prospects and customers See how Workbooks CRM can help you. During this presentation you will see how Workbooks CRM can...
View ArticleNotes and Attachments
Store all your customer and prospect related data with Workbooks. This short video shows you how.
View ArticleWeb-to-Lead
Learn how to easily create web forms to put on your own website that will capture prospect data right into Workbooks.
View ArticleWorkbooks Dashboards
With Workbooks you can easily track vital business information and display snap-shots of that information within dashboards.
View ArticleGenerating Quotes
You can easily generate quotes within Workbooks. They can be converted to a pdf then emailed to your prospect and stored within the system for later use.
View ArticleFrom Quote to Invoice
See how easy it is to convert Workbooks generated quotations into Sales Orders and Invoices
View ArticleUsing Custom Fields
With Workbooks you can add your own custom fields to adapt your data the way you want to see it. Watch this short video on how this can easily be achieved.
View ArticleSharing Information with Outlook
Keep track of your calendars and contacts easily by exporting them from Workbooks to Microsoft Outlook.
View ArticleMarketing ROI
Accurate Marketing ROI can be easily and quickly calculated using Workbooks CRM
View ArticleCase Management
Improve your collaboration within your different teams by having your customer cases in the same system as your sales, marketing and customer information.
View ArticleMyBusiness CRM Overview Demo
View the MyBusiness CRM introductory demo to get a feel for our product line and see how incredibly simple the MyBusiness system is to navigate.
View ArticleMyBusiness Time Tracking and Project Management Demo
Check out our Timesheet and project management demo to see how our advanced tracking and management tools can enhance your efficiency and boost your profitability.
View ArticleAgencyBloc Overview Demo
AgencyBloc is a web-based agency management system that provides the necessary tools to organize your health or life insurance agency. AgencyBloc was designed to help your organization increase...
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