Workbooks CMO Dan Roche and CFO Philip Wray discuss the secret to an effective relationship between marketing and finance.

A new era of customer relationship management is emerging, with a focus on innovative design and strategic platform goals. Businesses rethinking their use of these platforms can improve profit margins ...

I recently had the opportunity to test drive Workbooks CRM, a cloud-based platform aimed at midsize businesses. After spending several days exploring its features and capabilities, I've come away ...

EAST HARTFORD, Conn.--(BUSINESS WIRE)--Workbooks, the cloud-based CRM and marketing automation vendor, announces that Rotary Corporation, the world’s largest supplier of outdoor power equipment parts ...

MOUNTAIN VIEW, Calif. & READING BERKSHIRE, England--(BUSINESS WIRE)--Workbooks.com (www.workbooks.com), the leading provider of CRM and Business applications delivered via Software-as-a-Service (SaaS) ...

Workbooks has added advanced project management tools directly into its No-BS CRM platform, enabling businesses to streamline workflows, allocate resources, and optimize revenue tracking. For ...

- UK CRM vendor receives High Performer status for second consecutive year and ranks highest for customer satisfaction on independent G2 Crowd Grid [SM]- Workbooks.com, the UK-based CRM vendor, has ...

Artificial Intelligence (AI) seems to have weaved itself into almost every aspect of business software in recent years and CRM is far from the exception. From business behemoths Salesforce to small, ...