Wizard Systems

Streamline Your Sales Process with Workbooks CRM's Lead Management and Pipeline Capabilities - Event 21/6

In today's competitive business landscape, effective lead management and a well-organized sales pipeline are crucial for driving revenue growth. Workbooks CRM offers a comprehensive suite of tools designed to help organizations streamline their sales processes, nurture leads, and close more deals efficiently.

Lead Capture and Qualification
Workbooks CRM provides a centralized platform for capturing leads from various sources, such as website forms, trade shows, and marketing campaigns. With customizable lead qualification processes, you can ensure that only high-quality leads are passed on to your sales team, minimizing wasted efforts and maximizing productivity.

Sales Opportunity Tracking
Once a lead is qualified, Workbooks CRM allows you to seamlessly convert it into a sales opportunity. The intuitive interface enables you to track every opportunity's progress, set reminders, and assign tasks to the appropriate team members. Real-time visibility into the sales pipeline ensures that no opportunities slip through the cracks.

Forecasting and Pipeline Management
Accurate forecasting is essential for effective resource allocation and strategic decision-making. Workbooks CRM offers powerful forecasting capabilities that provide insights into predicted revenue, deal close probabilities, and potential bottlenecks in the sales process. With customizable pipeline views and dashboards, sales managers can quickly identify stalled opportunities and take corrective actions.

Integration with Marketing Automation
Workbooks CRM seamlessly integrates with leading marketing automation platforms, enabling you to nurture leads through targeted campaigns and drip email sequences. By aligning your marketing and sales efforts, you can ensure a consistent and personalized experience for your prospects, increasing the chances of conversion.

Want to learn more about leveraging Workbooks CRM's lead management and sales pipeline capabilities? Join our upcoming online webinar on Friday 21st June at 2pm UK time, where our experts will dive deeper into these features and provide real-world examples and best practices.

Register Here

Don't miss this opportunity to discover how Workbooks CRM can empower your sales team, streamline processes, and drive revenue growth. Register today and take the first step towards optimizing your sales operations.

 

Why Your Organisation Needs a CRM to Build a Powerful Email List - Event 15/5

Email marketing remains one of the most effective ways to nurture leads, promote products/services, and drive sales for organisations. However, building a quality email list of contacts who actually want to receive your messages is challenging without the right tools and strategy. This is where a Customer Relationship Management (CRM) system like Workbooks can be a game-changer for organisations.

Please join us on our online event, Wednesday 15th May 2pm UK time, and we'll show how Workbooks CRM can really help an organisation build that list of crucial client email addresses.

Here are some key reasons why leveraging a CRM is crucial for building a robust email list:

1. Centralised Contact Database
A CRM acts as a centralised repository for storing and managing all your contact information, including email addresses. This eliminates the hassle of maintaining scattered spreadsheets or disparate lists, ensuring your data is organised, up-to-date, and easily accessible.

2. Lead Capture and Tracking
With integration capabilities, a CRM can seamlessly capture leads from your website forms, landing pages, social media, and other sources. This automated process ensures no potential subscriber falls through the cracks, allowing you to nurture and convert more leads effectively.

3. Data Enrichment and Segmentation
CRMs enable you to gather additional insights about your contacts, such as demographics, interests, and behaviours. This enriched data empowers you to segment your email list based on specific criteria, ensuring your messages are highly targeted and relevant to each audience group.

4. Email Marketing Integration
Most modern CRMs offer native integrations or seamless connections with popular email marketing platforms. This integration streamlines the process of syncing your contact data and leveraging the powerful email campaign management features of these specialised tools.

5. Lead Scoring and Prioritisation
By tracking interactions and engagement levels, a CRM can help you identify and prioritise your hottest leads. This allows you to focus your email marketing efforts on the most promising prospects, increasing the likelihood of conversions and maximising your return on investment.

6. Analytics and Reporting
CRMs provide valuable insights into the performance of your email campaigns, including open rates, click-through rates, and conversion metrics. These analytics empower you to continuously optimise your messaging, subject lines, and overall email marketing strategy for better results.

In today's competitive business landscape, building a strong email list is paramount for effective marketing and customer engagement. By integrating a robust CRM system into your operations, you gain a powerful tool to streamline lead capture, maintain accurate data, and deliver targeted, personalised email campaigns that resonate with your audience.

Don't miss out on the opportunity to leverage the power of email marketing effectively. Invest in a CRM solution that meets your organisation's needs and watch your email list – and your business – grow exponentially.

Get More from Your Data: Unlock the Power of Workbooks and Mailchimp Together

Attention Workbooks CRM users!  Accelerate Leads & Optimize Engagement with Workbooks + Mailchimp.  Join us on our next event Wednesday November 29th at 10am to see why you should be using a powerful CRM like Workbooks partnered with Mailchimp to leverage your data in Workbooks.

Click here to register - It's free!

Here are some of the key benefits for a Workbooks CRM user or organization to use the Workbooks to Mailchimp integration for marketing purposes:

1. Targeted email campaigns: By syncing your Workbooks contacts and groups with Mailchimp, you can easily create targeted email campaigns and segments in Mailchimp based on CRM data like customer attributes, purchase history, activity data etc. This leads to more relevant and personalized emails.

2. Lead nurturing: The integration enables smooth transitions of leads from the CRM to your email nurturing workflows in Mailchimp. You can automatically trigger nurturing emails when leads reach a certain lifecycle stage in the CRM.

3. Tracking campaign performance: You can easily track metrics like open rates, click through rates and unsubscribes right within Workbooks by campaign. This helps assess email campaign performance and fine-tune campaigns.

4. Lead scoring: Mailchimp tracking data like email engagement, link clicks etc. can update lead scores in the CRM automatically. This helps sales teams prioritize and follow up with hot leads faster.

5. Single source of truth: With the two-way sync, contact/lead data remains up-to-date in both Workbooks and Mailchimp leading to consistent messaging and reporting.

6. Time savings: The automated data flow between the applications eliminates time spent on manual data entry or transfers across the two systems.

So in summary, by leveraging the integration, businesses can drive more targeted, automated and measurable marketing campaigns leading to higher ROI.

IntelliClick for GoldMine - New Update 2023.09.25

The latest version 2023.09.25 of IntelliClick is now available and it is fully compatible with the latest GoldMine 2023 release. If you have not yet applied this update, access our installation download page and follow the instructions. You may also be prompted for the update the next time you access IntelliClick.

 

NEW - COMPANY DOMAIN TRACKING URL

You can now use your own company domain within the campaign tracking hyperlinks to enhance the way your emails are perceived and accepted by email servers. All that is needed is a subdomain that uses a URL redirect to the IntelliClick tracking server to enable this functionality.

ENHANCED - OPEN TRACKING

Open tracking now overcomes any receiving server suppression settings that may cause an under reporting these results. If at least one click has been tracked and there is no corresponding open for that recipient and campaign, our system makes sure one is tracked.

 

ENHANCED - LITERATURE FULFILLMENT

For those who offer document downloads from your web site, the "one click" literature fulfillment link now supports this option. Tracking includes details of the document they view/download and the page they access. A landing page, branded to your company. This insures that recipient confirms to proceed with the download and eliminate false positives due to messages being screened by recipient email servers.

Leveraging Email Marketing Campaigns with CRM Software for SMEs

In today's digital age, where businesses are constantly striving to create meaningful connections with their customers, email marketing campaigns have emerged as a potent tool. Coupled with the right Customer Relationship Management (CRM) software, SMEs can unlock the full potential of their email marketing efforts. In this article, we will delve into the importance of utilizing a CRM system to supercharge your email marketing campaigns, focusing on how CRM platforms like GoldMine, Sage CRM, and Workbooks can drive engagement, boost conversions, and nurture long-lasting customer relationships.

1. Centralized Customer Data Management: One of the most significant advantages of employing a CRM system for email marketing is the ability to consolidate and manage customer data efficiently. GoldMine, Sage CRM, and Workbooks offer SMEs a centralized hub where customer interactions, preferences, and behaviors are stored. This centralized repository not only simplifies data access but also allows businesses to segment their email lists effectively. By tailoring email content based on customer profiles, interests, and purchase history, SMEs can deliver highly personalized and relevant messages, significantly increasing engagement rates.

2. Enhanced Targeting and Segmentation: Effective email marketing hinges on delivering the right message to the right audience at the right time. With a robust CRM solution, SMEs can leverage advanced segmentation tools to create highly targeted email lists. Whether it's categorizing customers by industry, purchase history, or engagement level, GoldMine, Sage CRM, and Workbooks enable businesses to send tailored content that resonates with recipients. This not only boosts open rates but also minimizes the risk of unsubscribes and enhances overall campaign effectiveness.

3. Automated Workflows and Personalized Journeys: Email marketing automation has revolutionized how SMEs engage with their customers. CRM systems seamlessly integrate with email marketing platforms to facilitate automated workflows and personalized customer journeys. Businesses can set up triggered emails based on specific actions, such as abandoned carts or completed purchases. This level of automation, when combined with CRM insights, ensures that customers receive timely, relevant content, nurturing them through the sales funnel and fostering brand loyalty.

4. Tracking and Analytics: An often overlooked but critical aspect of email marketing is measuring campaign performance. GoldMine, Sage CRM, and Workbooks offer robust tracking and analytics capabilities that provide valuable insights into email open rates, click-through rates, conversion rates, and more. By analyzing this data, SMEs can fine-tune their email marketing strategies, optimizing content, timing, and calls to action for better results.

5. Streamlined Communication and Collaboration: For SMEs, effective internal communication is just as crucial as external engagement. CRM systems enhance collaboration among sales, marketing, and customer support teams by providing a unified platform to access customer information and interactions. This holistic view enables teams to coordinate efforts, align messaging, and ensure a seamless customer experience across all touchpoints.

6. Personal Touch at Scale: Personalization drives engagement, but manually personalizing emails for a large audience can be time-consuming. CRM systems offer dynamic content insertion, allowing SMEs to insert personalized data directly into emails, such as the recipient's name or recent purchase history. This personal touch enhances the customer's connection with the brand, making emails more impactful and relevant.

Sage CRM 2018 R3 now released - Calendar and MailChimp integration enhancments

Sage CRM 2018 R3 provides new features and enhancements in the following areas:

• Calendar - Create quick appointments and view calendar as a list
• Quick Find - Search by postal address, email address, and phone number
• MailChimp Integration - A user can now set the status of a MailChimp campaign to Closed. This doesn't affect the campaign status in MailChimp. Closing MailChimp campaigns in Sage CRM is particularly convenient when you have a long list of campaigns and want to move some old or unused campaigns out of your way.
• Supported character sets - Better support for Unicode characters in email messages
• Setup - Sage CRM Setup has been improved to verify the integrity of the MailChimp Integration-related database tables and views during upgrading. If an issue is found, Sage CRM Setup displays an error message.

To access the new version of Sage CRM, you must have a current 'Maintenance Contract' for Sage CRM and it then needs to be installed on your system.  Wizard Systems can do this for you and we can provide a price.

Here is a link to download the full release notes and information on this update

Download SageCRM_2018R3_ReleaseNotes_EN

GatorMail for Workbooks - Why is it so different from other email marketing solutions out there?

We're running a short presentation on GatorMail for Workbooks on Thursday 9th August, 2pm UK time.  GatorMail is the most popular email marketing add on for Workbooks.  We will run through the main offerings for Gator and it's tight integration with Workbooks CRM.  Plus you ask us loads of questions.

Please register to get your place (it' free to attend)

Sage CRM 2018 R1 now available - Enhancements to Calendar, Mailchimp link and the interface

Sage CRM 2018 R1 is here!

We’re happy to announce the release of the latest version of Sage CRM – 2018 R1 for customers who do not use Sage CRM in conjunction with Sage 200c.

Incorporating multiple enhancements and bug fixes, from the Calendar to Mailchimp integration, we’re confident it’s going to make life even easier for Sage CRM Users.

What’s new?

Full details of the fixes and enhancements can be found in the release notes available from the Help Centre (http://help.sagecrm.com), but they include:

• Calendar - Speed improvements, increased use of Drag and Drop, additional columns in task lists, a simplified process for creating custom action types.
• Tabs & Menus - Simplify a user’s screens by moving rarely used tabs into a ‘More’ dropdown, rather than having to hide them completely.
• Mailchimp - Will now put an alert on-screen if you try to send a duplicated or invalid email address to Mailchimp in a group email.
• SQL Express - Subject to certain limitations, SQL Express 2014 64-bit edition is now supported for small production environments, not just testing – see the release notes for more details.

While we expect the current version of the Sales, Marketing and Service Connector to Sage 200 (4.1) to be compatible with this new version of Sage CRM, Sage are currently arranging specific testing and expect to be able to advise more fully soon.

For the time being though, please don’t try to implement the connector with CRM 2018 R1 just yet.

For sites using the Sage 200 CRM integrated version, this is still in development and is on course to be included in the Sage 200c Spring 2018 Enhancements release.

Are you ready for GDPR compliance in your CRM system?

It seems that a lot of businesses are starting to take a real interest in the new legislation due to hit May 2018. There is a lot of information out there and also there are a good number of professionals offering services to audit compliance. My advice is to start soon and get familiar with what is expected from you as a UK business, especially if you are a small business that cannot afford those professional services. I have seen the proposed fines, which does focus the mind somewhat and also confirms that you cannot afford to ignore it. From a CRM point of view I am helping many customer with their requirements in preparation.

The legislation really points to 6 main principles that I think should be focused on. You must understand and assure your own compliance in these areas.

1. Personal information shall be processed lawfully, fairly and in a transparent manner
2. Personal information shall be collected for specified, explicit and legitimate purposes
3. Personal information shall be adequate, relevant, and limited to what is necessary
4. Personal information shall be accurate and, where necessary, kept up-to-date
5. Personal information shall be retained only for as long as necessary
6. Personal information shall be processed in an appropriate manner to maintain security

Read more.....

 

 

Workbooks CRM new release 10th June 2017

New Release - Saturday 10th June 2017

We are pleased to announce that we will be releasing an update to Workbooks on Saturday 10th June 2017. The main focus of this release is improvements to the Mailing Lists and Mailshots areas, and we’ve also made some other improvements that you may find useful, which have been listed below.

PLEASE NOTE: The Workbooks service will be intermittently unavailable between 06:30 am - 08:30 am UK time on Saturday 10 June 2017. If you happen to log into your database on Saturday, you may get a message informing you that your database is being upgraded. If this is the case, your database should be available for use within approximately 30 minutes of receiving the message.

Please read on for full details of this update.

Mailing Lists, Mailshots and Marketing Campaigns

We have made a number of email marketing improvements to make it easier to work with and reuse Mailing Lists. Previously, members could be copied into a Marketing campaign from various sources, and then used to send out Email Mailshots. Whilst this existing functionality is retained, much greater use can now be made of Mailing Lists.

• Email Mailshots can now be sent directly from Mailing Lists, without requiring a Marketing Campaign to be created.
• Mailing Lists can be used by multiple Marketing Campaigns and Mailshots, which can be set to automatically update their members if the lists they refer to change.
• Mailing Lists can be based upon multiple reports and be set to automatically refresh their members from these reports.
• Specific Mailing Lists can be used to manage subscription preferences. The subscription preference status of members of such lists will be updatable from a preferences page included as a link in Mailshots when they are sent out.

In order to achieve this we’ve made some changes to the Create a new Mailshot wizard which will enable you to select whether to add Recipients from a Mailing List, a Marketing Campaign or add them later.

We’ve also made the adding of members to Mailing Lists more flexible, so we’ve incorporated a wizard when creating a new Mailing List to guide you through this process.

• Dynamic Mailing List - The Mailing List will be populated based on the members within a report, and will be refreshed periodically to add/remove any members. You will be able to set the refresh to be as frequent or as infrequent as you require, i.e. to refresh every hour or just every month.
• Copy of a Mailing List - This will allow you to copy another list, but gives you the flexibility to copy all or just a subset of its members by applying filters.
• Empty Mailing List - Using this option, you can create an empty list that will allow you to add the members later, whether via a report, bulk actions or manually.

Mailshot Email Subscriptions

Email subscription preferences can now be driven from Mailing Lists rather than Marketing Campaigns. Mailing Lists with 'Preference Centre' checked will become a subscription preference, visible to Mailshot recipients on their preferences form. Each email sent as part of a Mailshot, includes a link to the user's preference form and all lists to which the user can subscribe or unsubscribe will be shown, together with an option to opt out of all email communication.

To enable Mailing List based email subscriptions check the database setting 'Use Mailing List preference centre'.

New tabs on Mailing Lists

These new tabs will provide you more information about the members, and will also give you greater control over the members added.

• Statistics - You will be able to see the summary of the members, i.e. Total number, Members with an email address, unsubscribed, opted out etc.
• Members - This was previously called ‘Recipients’ and will display the members in this Mailing List.
• Reports - Will show you any reports being used to add members to the Mailing List, and when it was last refreshed.
• Mailshots - will show you any Mailshots that have been sent to this Mailing List.

New tabs on Mailshots and Marketing Campaigns

• Mailing Lists - will show you any Mailing Lists that have been used to add recipients to that Mailshot/Marketing Campaign.

Additional Improvements to Mailing Lists, Mailshots and Marketing Campaigns

In addition to the above, we have also made the following improvements:

• Mailing List and Marketing Campaign member lists now include custom fields from People and Sales Leads.
• Mailshots and Mailing Lists now have Object References.
• You can now use Bulk Actions to copy subsets of members to other Mailing Lists, Campaigns or Mailshots. To do this, you will simply need to open up the Mailing List, Campaign or Mailshot you want and then use the Bulk Actions buttons on the Members/Recipients tab.
• The People and Sales Lead ‘Marketing Campaigns’ tab has been renamed ‘Memberships’ and now contains Mailing List as well as Campaign memberships.

Tracking URLs Creation

You can now create Tracking URLs on Marketing Campaigns using the Tracking URL button.  This allows you to augment a link to a web page with tracking data that will associate any click throughs on the link to a Workbooks Marketing Campaign when Workbooks Web Insights is in use. Typically the link would be included on email Mailshots sent from the Campaign, but could be included anywhere the link is specified.

Tracking URLs enable you to have a better idea of where your website visitors came from, and assess how effective different methods of communication are, whether that is for communicating to existing customers or generating new leads. It is particularly useful if you are sending multiple Campaigns with the same links, you can see which Campaign attracted them to click on that particular link.

You simply need to enter the Website URL, complete the Source, Medium and Content, and then copy the Tracking URL to use as your link.

Online Activities

• For customers who have purchased the Web Insights module - You can now add contacts (Leads or People) included in Online Activities to Mailing Lists or Mailshots via Bulk Actions on the Online Activities Landing Page. This will enable you to easily target people that have been visiting your website, for example, you might want to add all People who visited a particular page, or visited during a specified time frame.

• For Workbooks Web Insights customers, we’ve added a Marketing Campaign and a Content field to Online Activities. These are used alongside Source, Medium and Term to record the values you have included in your Tracking URLs.

Other Improvements

• We’ve added the ability to print the information stored in Rich Text Fields (these are often used as a description or notes box on a record). You will find the print button on the editor bar above the text box.

• You can now build a report based on Cases to view Related Cases. You can do this by drilling through Related Cases when adding the column to the report. This could be useful if you often relate multiple Cases to another Case (i.e. a Parent Case).
• You can now create a Credit Note from a Contract using the Copy Document button.