CRM is not just about using it as a sales tool. An actively used CRM database can be a real goldmine as regards tracking new enquiries and data that can be used to promote the business. Here's our top 5 marketing features of a Workbooks CRM solution that can help you get smarter with your marketing. Please note that some of these features may require and add on option to the base subscription. Contact Wizard Systems for details!
1. Campaign Management
- Create, track, and manage multi-channel marketing campaigns
- Monitor campaign performance with real-time metrics
- Segment audiences and create targeted lists
- A/B testing capabilities for campaign optimization
2. Marketing Automation
- Set up automated marketing workflows and sequences
- Create trigger-based email campaigns
- Automate lead nurturing processes
- Schedule and automate marketing activities
3. Lead Management & Scoring
- Track and qualify leads through customizable scoring models
- Automated lead assignment and routing
- Lead source tracking and attribution
- Convert qualified leads to opportunities
4. Email Marketing Integration
- Create and send personalized email campaigns
- Track email metrics (open rates, click-through rates)
- Email template management
- List management and segmentation
5. Marketing Analytics & Reporting
- Real-time marketing dashboards
- ROI tracking for campaigns
- Custom report generation
- Marketing performance metrics and KPIs
These features help you generate marketing activities in a breeze and furthermore, analyse after how successful they were! Contact Wizard Systems for more information on Workbooks and it's marketing capabilities.
To help communicate the benefits of marketing with Workbooks CRM, Workbooks Partner Wizard Systems are running an online event on Wednesday 23rd October to present an overview of these 5 areas. Webinar is at 2pm UK time and please register in advance by clicking here.
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