Workbooks CRM 'Essentials' Training Course
Are you using Workbooks already? Want to get to the next level of knowledge or productivity with this powerful CRM solution? Attend our next one day 'Mastering Workbooks' Training course at our Bristol location
- Learn how to customise Workbooks
- Unlock advanced features
- Get more productive
- Attend with other Workbooks Users
- Learn new skills, while practicing on a test system
Course Agenda
Creating New Databases
Practice all of your new skills away from your live system or perhaps run another database with restricted access for others.
Email
There are many options in Workbooks for handling emails. This session will allow delegates to fully understand all of the options and how to get the most from the Workbooks email functionality
Creating Workflows
This will help you understand how to build your business’ processes into Workbooks. This can help to make sure information is recorded in a consistent way and can help in automating many commonly done tasks
Using Leads
Get the most from the Workbooks Leads functionality. Learn how this area can really help your business focus on important information.
Using Workbooks for Customer Service
Using Cases can help you formalise the way in which your business tracks information about items that need to be resolved. Customer requests, product issues, complaints, supplier requests and many more can be processed and managed using Cases.
Reports & Dashboards
Business insight is vital and reports can give you the information needed. This session will give you an introduction to the reporting functionality in Workbooks.
Practice all of your new skills away from your live system or perhaps run another database with restricted access for others.
- Overview of Databases and options
- Creating a Database for testing or training
There are many options in Workbooks for handling emails. This session will allow delegates to fully understand all of the options and how to get the most from the Workbooks email functionality
- Overview of all Email options
- Sending Emails using Workbooks
- Email Template
- Getting Emails into Workbooks using the Email Dropbox
Creating Workflows
This will help you understand how to build your business’ processes into Workbooks. This can help to make sure information is recorded in a consistent way and can help in automating many commonly done tasks
- Using AssignedTo so that you can pass records to others and send Automatic Alerts
- Using Record Layout so that records appear differently throughout a working process
- Using Reports to show next steps
- Automating with Reports and Scheduled Bulk Actions
Using Leads
Get the most from the Workbooks Leads functionality. Learn how this area can really help your business focus on important information.
- Automatically creating Leads from a form on your website or tablet.
- Converting Leads and the options available
Using Workbooks for Customer Service
Using Cases can help you formalise the way in which your business tracks information about items that need to be resolved. Customer requests, product issues, complaints, supplier requests and many more can be processed and managed using Cases.
- Overview of Cases for Service Requests
- Case Management for dealing with complaints and issues and GDPR compliance
Reports & Dashboards
Business insight is vital and reports can give you the information needed. This session will give you an introduction to the reporting functionality in Workbooks.
- Reports Overview
- Guide to creating Reports
- Creating insightful Reports with summary screens and charts
Pricing and Booking
This is a one day course at our Bristol Training Centre. It's a 'hands on' course with one PC per delegate. All refreshments and a quality buffet lunch are included.
Please Contact us for pricing and to book your place or register interest in the next course, or click on the button below
Please Contact us for pricing and to book your place or register interest in the next course, or click on the button below
