Workbooks launch Managed Service for CRM


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Workbooks, rated #2 for the best CRM software by TechRadarPro in 2024, has recently announced the general availability of its Managed Service for CRM in the UK.

The new service is designed to resolve the biggest issue in the CRM market – that companies have invested in software, yet most aren’t seeing the business outcomes that they want to deliver. Often, they’re held back by time, resources, and technical restraints. 

Workbooks’ Managed Service is designed to help those who: 

  1. Rely on a small number of employees to manage CRM
  2. Struggle to retain CRM employees
  3. Haven’t got the time to plan a CRM strategy, especially around future changes
  4. Have low user adoption
  5. Have internal CRM support that’s not readily available 

Also read: Choosing the Ideal CRM System to Boost Efficiency

Workbooks’ Managed Service mitigates risks associated with employee turnover and limited manpower by taking on work usually carried out by internal CRM admins and experts. By carrying out tasks like cleansing data, automating manual tasks, integrating tools, running scripts and improving reports – Workbooks bridges the skill gaps with experienced professionals that customers can rely on. In turn, customers can drive revenue growth, reduce operational costs and reduce the overhead of employing system administrators. 

Customers can gain a competitive edge by staying ahead of industry trends with ongoing support and personalized recommendations. They benefit from a discovery workshop to scope out requirements, comprehensive onboarding and training so every user is confident in raising cases, and regular meetings with CRM experts to make sure everything is on track – all with a goal of maximizing the ROI of their CRM investment, enhancing user adoption rates and optimizing system utilization.

Dan Roche, Chief Marketing Officer at Workbooks, commented: “To offer the best customer experiences, businesses must continuously adapt and evolve. That means tailoring your CRM strategy as you go and reviewing the functionality you’re using. But if you don’t have time to keep up with the admin to get the most out of your technology, or if you don’t have the available experts to reach your goals – your CRM can hold you back. 

That’s why we created Managed Service. It’s essentially an extension of your team where our experts can cover tasks for you. It gives you time back and total peace of mind that your CRM is set up to help you achieve your best business outcomes.”

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TalkMartech Bureau
TalkMartech Bureau
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