Check your CRM warning signs
Relying on one or two employees to run Workbooks? Or even half a person? This can create risks.
If employees with valuable CRM knowledge and skills leave your business, it can take time to find a replacement. In the meantime, no one is around to manage your system.
Managed Service is a more consistent and reliable way to manage your system.
Our team of experts will oversee and manage your CRM – so you’ll never lose the expertise. And there’s none of the expense of having to find new employees when they leave.
Power Users: Responsible for new changes and recommendations, supporting department users and report writing / minor configuration
We talked about the risk of losing employees, but it can also be a challenge finding staff with the right skillsets.
There are four key roles to think about when managing a CRM. And they all need to be covered to get the most out of it.
These roles can be carried out by the same people but if each function isn’t managed effectively, there’s likely room for better outcomes. Workbooks’ Managed Service covers the CRM Admin and CRM Expert roles to save you time and cover any gaps in skills your teams may have.
CRM Experts: These experts focus on business analysis, managing projects, ensuring best practice and they're in charge of solution design
CRM Admins: Admins manage the day-to-day function of your CRM, from creating reports and managing data quality, to training users and simple process improvements
Executive Sponsors: Executive Sponsors are responsible for defining business needs and outcomes. They think about spend, communicate business goals, and are are champions for driving adoption and creating value
There are a few reasons why your users might be reluctant to use Workbooks. If they’re used to other systems or don’t have time to self-train, it may put them off getting stuck in.
If you’re struggling to get employees to use your system, Managed Service will help improve your adoption rates.
Online user training is part of the package – we can take on onboarding and training users on the system to give them handy tips and better platform knowledge. It means they’re much more likely to see the benefits of using Workbooks.
Your users can also attend our training sessions to get in-person guidance on using the system.
Learn more about our training here.
Your business constantly changes alongside your customers and offerings. But are you keeping Workbooks up to date alongside it? Lots of us focus on tailoring the system to our needs when we first get started. But it’s easy to forget to keep exploring features and functionality that might help you as you grow.
With Workbooks’ Managed Service our teams can recommend changes to your system and manage them for you. We review your system quarterly so that Workbooks is always tailored to your business, no matter how much it changes or grows.
Whether you need tailored reports, configured dashboards, or data imports, we’re here to make sure you get what you need quickly and easily.
If employees are out of the office or busy with other work – we can cover you. Think of us as an extension of your team.
You can raise a case via email with us to share what you’d like us to help with and we’ll take it on for you. So, whether it’s a new report, an import, or an unexpected challenge – we’re here to help.
