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Tag Archives: Workbooks
Workbooks Wins – Service Desk Institute of The Month
August 23, 2016 Workbooks
We're proud to announce we've won 'Service Desk Institute – Service Desk Of The Month'
Congratulations to our entire s upport team who continue to deliver exceptional customer service.
Who is The Service Desk Insitute (SDI)?
SDI is the leading professional body for everyone working in the IT service and support industry. The Institute has been connecting IT service professionals across the globe since 1988.
SDI sets the internationally recognised best practice standards for service desks and service desk professionals. It is these standards which form the basis for the SDI professional qualifications programme and the service desk certification programme.
Delivering exceptional, fun and inspirational experiences for everyone working in IT support, SDI is here to support you in making your service desk be the best it can possibly be.
The interview with the team can be found on the SDI Blog.
Workbooks blogs
Workbooks – Scoring above Salesforce, MS Dynamics, Zoho & Goldmine
Workbooks is now ranked above Salesforce, MS Dynamics, Sugar, Zoho & Goldmine through impartial review site G2 Crowd.
Workbooks recently commissioned a G2 Crowd report to position our CRM against our leading competitors.
We're immensely proud to find we scored first in every customer satisfaction category and first in 7/8 categories on 'likeliness to recommend.'
Who are G2 Crowd?
G2 Crowd are the world's leading business software review platform, with more than 95,000 user reviews.
Requiring verified LinkedIn accounts to validate reviews, G2 Crowd ensure a non-biased approach to reviews.
Scores are based on an advanced algorithm factoring in weightings such as review score, relation of the reviewer to the business and freshness of reviews.
To read the full break-down please visit G2 Crowd.
DLW Flooring selects Workbooks for their Global CRM Rollout
July 2, 2016 Workbooks
DLW Flooring is one of Europe's leading manufacturers of floor coverings, with worldwide sales offices. For over 130 years, the DLW brand has stood for top-quality, innovative floor coverings which are made in Germany. They are the flooring specialists for building projects in different market areas such as healthcare, education, retail, offices or hotels. They sell through a number of channels, including direct sales force, distributors and agents.
This global background required a CRM solution that could consolidate all of their data currently spread across multiple systems into a single, easy-to-use database to structure and improve the profiling and segmentation of their customers.
Headquartered in Germany, DLW Flooring have recently selected Workbooks as their preferred CRM platform to roll out to 150 sales people across Europe in over 10 countries. They chose Workbooks over Salesforce.com, Microsoft Dynamics and SAP.
Remco Veeneman, CEO, DLW Flooring commented: "We were looking for a CRM solution to help our sales teams grow revenues and manage our clients more effectively, after reviewing the CRM market we are pleased to have chosen Workbooks. We feel the combination of their technology platform and consulting expertise is the best fit for our business".
John Cheney, CEO, Workbooks commented: "Unlike many vendors, we provide not only the software but also the full implementation services and on-going support our customers need. Our team are already working directly with the DLW Flooring team in Germany and our consultants have been on-site in Stuttgart to define their requirements. It's this direct relationship that will help us ensure DLW Flooring's CRM project runs successfully and we look forward to having them on-board."
About Workbooks
Workbooks.com delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business. Unlike traditional CRM solutions, Workbooks.com extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management. This business functionality is delivered out-of-the-box at a price which is typically 50-70% less than enterprise solutions such as Salesforce, Microsoft Dynamics and Netsuite. For more information visit www.workbooks.com.
Workbooks shortlisted in Network Computing Awards CRM Product of the Year 2016
January 29, 2016 Workbooks
Reading, England, 27th January 2016 – Workbooks.com today announced that its CRM system has been shortlisted as a finalist for CRM Product of the Year 2016 in the Network Computing Awards for the 4th year running.
Workbooks.com is one of only 8 vendors to be shortlisted for this award alongside companies such as Salesforce, SugarCRM and Sage.
The Network Computing Awards have been running since 2007 and were set up to recognise the IT solutions and the companies helping organisations function better by getting the most out of their networks.
John Cheney, CEO of Workbooks, commented: "We are pleased to be shortlisted yet again in a very competitive market sector and to be supported by our customers. We are committed to continually improving and enhancing our product, and delivering successful CRM implementations to our customers."
To vote for Workbooks, please click here, complete your details and select Workbooks in the category for CRM Product of the Year and Submit!*
*(Note: there is no need to make a selection for all the categories, just the CRM category.)
Voting closes 7th March.
Workbooks.com delivers award-winning CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business.
Unlike traditional CRM solutions, Workbooks.com extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management. This business functionality is delivered out-of-the-box at a price that is typically 50-70% less than enterprise solutions such as Salesforce, Microsoft Dynamics and NetSuite.
For more information, visit www.workbooks.com.
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Workbooks introduces Workbooks 4.7 – With a New Year comes a New Release
Reading, England, (21st January 2016) – 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.
Zapier Integration
The Workbooks CRM platform has been connected with Zapier (a tool with access to over 500+ apps), making it possible for their customers to now connect the apps they use to their CRM to get more out of their data and automate additional tasks. John Cheney Workbooks CEO added "Zapier provides us with an effective integration hub to connect Workbooks to applications like Xero, Quickbooks and Trello, helping our clients streamline business processes."
De-duplication and Merging
Data quality is vital for businesses to manage their customers and prospects effectively. Workbooks has improved its automated identification of duplicates and implemented an easy to use merge wizard so their customers can improve their data quality.
This release also saw improvements to the reporting engine, including the introduction of targets and conditional formatting and colour coding. In addition the Workbooks campaign module and mailshots tools were enhanced to improve usability.
Workbooks delivers award-winning CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business.
Unlike traditional CRM solutions, Workbooks.com extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management. This business functionality is delivered out-of-the-box at a price that is typically 50-70% less than enterprise solutions such as Salesforce, Microsoft Dynamics and NetSuite. For more information, visit www.workbooks.com.
Workbooks CRM named a 2016 Top Rated CRM Platform by Software Users on TrustRadius
Ranking Based on 1,000+ in-depth reviews and user ratings
Reading, England, (13th January 2016) – Workbooks.com is pleased to announce that Workbooks CRM has been named a Top Rated CRM platform for a second year in a row by software users on TrustRadius, the most trusted peer review site for business software.
John Cheney, CEO, Workbooks.com commented:
"We are pleased to be named a top rated platform in the Small Business CRM Software TrustMap for a second year in a row! Workbooks CRM is again recognised to be delivering a quality, robust cloud service to customers and one that leads against other CRM vendors where we are often radically more cost effective. We have delivered a consistently high availability to customers since inception and continue to be chosen over big name brands for our quality of service, breadth of function and affordability.
Our consistent winning of awards across the globe helps validate to customers that we are the right choice to shortlist when comparing CRM systems and we are proud that our customers score our support and their likelihood to renew and recommend so highly."
Megan Headley, Research Director at TrustRadius adds:
"Workbooks is highly rated among its small business users, who particularly like the usability and customizability of the product, as well as the affordable price."
To read Workbooks reviews on TrustRadius, visit this page.
Additionally you can download a free copy of TrustRadius Buyer's Guide to CRM Software here: https://www.trustradius.com/crm. The guide is based on authenticated insights from real software offers and provides practical guidance to help you find the best CRM software for your situation.
The TrustMap™ is a visual depiction of the best software products as rated by users on TrustRadius within each market segment. TrustRadius does not endorse any vendor, product, or service depicted in its TrustMaps and does not advise software users to select only those vendors with the highest ratings.
Workbooks release – 4.7. Launching 9th of January 2016
We are pleased to announce an update to Workbooks that adds many new features which we hope you find useful, along with several performance improvements.
We have added a capability which will highlight duplicate Organisations or duplicate People records. Having identified duplicates, users with the new capability will be able to merge the records, choosing which record to retain and which values from the duplicates to merge into the retained record.
The duplicate records will then be deleted. The capability has been given to System Administrators only – they can then decide which other users should also be able to use this functionality. For more information, click here.
A number of enhancements have been made as highlighted below, click here for more information:
We have extended reporting to allow you to put Reports 'inside' a record. It is also possible to constrain the results shown on the Reports so that they are specific to the record you are looking at. It works in a similar way to the existing Constrained Dynamic Linked Item custom field functionality. You will be able to:
Reports inside records
Display a Report in a grid format on the main tab of a record
Display a Report in a separate tab on a record
Display a single value from a Report in a cell on the main tab of a record
Constrain the values on the Reports based on other fields in the record.
Further details can be found here.
Target values
It is now possible to add a target value into a report making it much easier to measure performance against target. You will automatically see columns for the Actual value, the Target value and the Achieved value, which will be displayed as a percentage.
Conditional styling (colour coding)
Reporting now allows you to apply conditional styling based on the value in a column. You'll be able to specify a lower and an upper threshold, which controls three colour ranges (below the lower threshold, between the two and above the upper threshold). By default 'traffic light' red / amber / green colours will be applied, but you'll be able to specify colours of your choice. In addition, if more thresholds are required, users will be able to use calculated styling to apply more advanced CSS styling.
Copy summaries
To make it quicker to create summary views that contain the same columns as existing summaries, you can now simply copy summary views within one Report.
Limiting the number of rows returned
If you'd like to create a Report that returns, say, the top 5 results, this is now possible using a 'Limit' setting.
Record & Field Renaming
It's now easy to change the name of records within Workbooks – so if you'd prefer Organisations to be called Companies, or People to be called Contacts, it's quick to amend. In addition, it's now possible to change the label on standard fields in Workbooks so, for example, if you'd like the label for 'Postcode/Zipcode' to say simply 'Postcode' or just 'Zipcode' this can be updated easily and one change will amend the name throughout the system.
When looking at the Fields tab on a record type (within Configuration), you'll see that both Custom and Standard fields are displayed in one list. Click here for more information.
If your company has offices in other countries and you'd like users to be able to see Workbooks in the language of their choice, we now support this functionality. We have completed translations into Spanish, German and American and are currently working on a translation into French.
Any other language can be supported, including multi-byte character sets. This functionality will require a specific licence and is currently only available in Beta. We'd welcome your thoughts on which other languages we should support so feel free to contact support@workbooks.com with your feedback or to request involvement in our Beta program. For further information about Translation, click here.
It is no longer possible to assign records to a user who does not have a valid licence. If a user leaves and you remove their licence, existing records will still show as being assigned to them but their name will not appear on the 'Assigned to' picklist. If you have allocated more licences to users than you have purchased, a warning banner will be displayed at the top of the desktop for all your users.
Clicking on the banner will open a window showing your licence usage and the over-allocation. Your System Administrator should address the situation by checking that the currently allocated licences are correct and, where appropriate, purchasing additional licences. For more details about this, click here.
Enhancements have been made to Campaigns as highlighted below, click here for more information:
Custom fields on members
We've added the ability to include custom fields on Campaign Members, so you can track additional attributes for your target market.
Mailshot templates
Now you can use fields from a Marketing Campaign, including any custom fields, as placeholders on Mailshot email templates, providing you with much more flexibility when communicating with your target market.
We are connecting Workbooks to Zapier, which is an integration platform allowing you to connect Workbooks to lots of different systems. The basic concept is that we develop a connection to Zapier which our customers can use to build the workflows they need. Zapier calls these workflows 'Zaps'. Zaps are a combination of 'triggers' (something happens) and 'actions' (a resulting action happens in another tool).
The foundation work to create these Zaps has been carried out for Invoice records. This functionality is being made available in Beta. For more information about Zapier, click here or if you'd like to be involved, please contact support@workbooks.com.
Copying databases
When databases are copied all automated processes and triggers are disabled.
Custom Fields are now created and updated using background tasks. A newly created Custom Field will have a status of 'Being Created'. It will only be usable within a database when its status changed to 'Available'. This may take a few minutes for a large database. If notifications are enabled, you will receive a notification when the field is available. More information can be found by clicking here.
To see our live Roadmap please – click here.
Workbooks Wisdom – December
December 17, 2015 Workbooks
Everyone is looking forward to the New Year…. But we're looking forward to the new Workbooks release even more!
After the party poppers have been brushed into the bins, and the hangovers have finally worn off, there is still something to look forward to in the New Year.
Save some of your fireworks and cheer for January, when we will be releasing the latest version of Workbooks. We have some big changes planned, including multi-lingual abilities, enhanced reporting functions, merging duplicate records, and many more! Watch this space for further information about our upcoming release.
Once you "Pop-up Block", you just can't stop…Or can you?
We frequently get enquiries from users who are unable to export files from Workbooks. The most frequent cause of this is that the user will have their browser's Pop-up Blocker enabled for the Workbooks domain.
Please ensure that you disable Pop-up Blockers for Workbooks, since this prevents export downloads from initiating, as well as stopping important notifications from reaching you. We will never send advertising pop-ups to your screen, we only use pop-ups for important Workbooks functionality.
Don't let Workbooks concerns affect your Christmas Cheer! We'll be here!
With the stress of Christmas shopping and the inevitable family argument over the Christmas dinner table, we understand that the Festive Cheer can sometimes be a fragile experience.
As always we can still be reached 24/7 via the phone, and our team of Workbooks Support elves will still be ready to help from Monday 21st – Thursday 24th December, and then Tuesday 29th – Thursday 31st December.
Having difficulty logging in?
When users have difficulty logging in, the cause can often be quite a simple one. We have a forum post that gives you the perfect trouble-shooting guide should you run into any problems. This may be worth bookmarking, and can be found here.
Remember, you can find more useful information about all of the Workbooks features on our Knowledge Base.
Workbooks Wisdom – November
November 27, 2015 Workbooks
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.
Have you heard about our BOX full of goodies?
Workbooks realises the importance of having all your data readily accessible in one place. Sometimes with important files and documents this can be difficult… Not any more. We have been working to integrate BOX (a cloud based storage service) with our product, and are pleased to say that we're absolutely thrilled with it. Find out more about this by clicking to watch this video.
Would you like an enhanced understanding of what is happening within your database?
Our Auditing feature can be used to track changes, deletions and additions to records. Using the Audit add-on you are able to track all changes within Workbooks, and this will also allow you to use advanced reporting techniques by using Audit Reporting.
The Support Portal has arrived.
All Support Contacts should have heard the news relating to our new Support Portal. If you are a Support Contact and were unable to attend any of the Webinars that we set up, we have uploaded a short video onto our site to help guide you through some of the new features that the Portal has to offer.
SelectHub selects Workbooks CRM as a top CRM software provider
Reading, England (17h November 2015) – SelectHub (formed in 2013) created by Venkat Devraj provides a platform for buyers and vendors to rapidly evaluate software.
SelectHub has ranked Workbooks as a top CRM software provider
Workbooks continues to outclass it's bigger competitors, showing well above mainstream CRM systems such as Salesforce, Infusionsoft, Sage and Netsuite.
'We continue to be confident that we provide our customers with the highest level of service and support. We feel this has been reflected in our recent inclusion in SelectHub's top CRM list' writes Sam Jefferies (Digital Marketing Executive at Workbooks.com). Continuing with 'We hope to continue to work together to serve both our audiences as successfully as possible'.
Prospecting, outreach and tracking leads is extremely easy
"Workbooks CRM offers all of the necessary features that a top CRM system should provide. From organisational tracking, relationship mapping to global search capabilities and easy-to-send email outreach platform, Workbooks CRM makes prospecting, outreach and tracking leads extremely easy for the user.
With integration capabilities that include MailChimp, Constant Contact and Adobe, the Workbooks system provides a roadmap for continued growth of small and mid-size businesses' writes Sam Radbil (SelectHub).
How SelectHub calculate their scoring
SelectHub scores products and vendors based on over 1000 software selection projects, real-world evaluation criteria gathered from our user community, past RFI and RFP responses from vendors, and data curated from online community review sites, third-party RFP databases and analyst reports.
About Workbooks.com
Workbooks (formed in 2007) offer a user friendly CRM designed for mid-market organisations looking to substantially improve and streamline businesses processes and profits.
About SelectHub
SelectHub offers a standardised evaluation process to help companies quickly benchmark the value of different software investments.
Read the full Workbooks profile on SelectHub's website – here.
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