Wizard Systems

Nurture those Long-term enquiries with GoldMine Automated Processes - Event 12/12

Are your valuable long-term prospects slipping through the cracks due to limited resources? Join us for an exclusive webinar where we'll reveal how to leverage GoldMine CRM's powerful automation features to maintain meaningful connections with prospects throughout extended sales cycles.

Some companies may have opportunities that may take months or even years to convert. While these prospects require consistent nurturing, manually keeping in touch can strain your sales team's resources and time. That's where GoldMine's automated processes become your secret weapon for maintaining engagement without overwhelming your team.

In this practical, hands-on webinar, Wizard Systems will demonstrate how to:

• Design and implement automated communication sequences that keep your company top-of-mind
• Schedule timely, personalized touchpoints that feel natural and meaningful
• Create intelligent triggers for sales team follow-up calls at optimal intervals
• Monitor prospect engagement and adjust your approach accordingly
• Balance automation with personal interaction for maximum impact

You'll learn easy to implement strategies for building automated processes that maintain consistent contact with prospects while freeing your sales team to focus on high-priority activities. Our experts will share proven templates and best practices that you can implement immediately in your organization.

Don't let valuable long-term opportunities fade away due to resource constraints. Join us to discover how GoldMine automation can transform your prospect nurturing strategy.

Webinar Details: Thursday 12th December at 2pm UK time.  Duration about 20 minutes

REGISTER HERE WITH THIS LINK

Space is limited, so reserve your spot today. Attendees will receive exclusive access to automation templates and a recording of the session.

Presented by Wizard Systems, your trusted GoldMine CRM expert. Our team has helped countless organizations optimize their sales processes through intelligent automation.

Register now to learn how to keep your long-term prospects engaged while maximizing your team's efficiency.

Workbooks CRM - Top 5 Marketing Features - Event 23/10

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.

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.

Streamline Your Inbox with GoldMine's Email Rules

If your inbox is constantly flooded with emails, you know how time-consuming and overwhelming it can be to sort through them all. As a busy sales or marketing professional using GoldMine CRM, you need ways to organize your inbox so you can efficiently prioritize the most important emails.

Luckily, GoldMine offers a handy built-in feature called Email Rules that can help streamline your inbox in a few clicks.  Join us on our next GoldMine 101 event where we show you how Email Rules in GoldMine can streamline your email processing.  Event is on Tuesday 9th January at 2pm UK time.  Registration is required at:

https://attendee.gotowebinar.com/rt/5846898705498595670

 

Here are some of the major benefits of setting up Email Rules:

Automatically File Emails into Contacts
One of the biggest advantages of Email Rules is that you can automatically file emails from leads and contacts into their respective contact records in GoldMine. This saves you from having to manually drag-and-drop emails to contact profiles each time. With a simple rule, emails can be automatically linked to contacts as they arrive in your inbox.

Categorize Emails by Type or Topic
You can also set up rules to apply categories to incoming emails based on keywords, subject lines phrases, or sender email addresses. For example, rule could file all emails with the subject “Sales Inquiry” to a “Sales Leads” folder. This makes related emails easy to locate later.

Forward Emails to the Right Team Members
GoldMine Email Rules can automatically forward emails to others in your organization based on criteria you determine. You can send sales inquiries directly to sales reps or new product suggestions to your product team - without any manual work on your part.

Effortlessly Keep Email Records
Finally, Email Rules enables you to effortlessly comply with email recording regulations in regulated industries like finance and healthcare. Rules can automatically copy or move important emails into designated folders or cases for record storage and oversight.

With a vast range of customizable rule criteria and actions, GoldMine Email Rules can save you tons of time organizing your bulging inbox. Creating some rules tailored to your email and CRM workflow takes just minutes but provides long-term benefits. Give yourself a break and let automation do the filing for you!

The Benefits of Workflow in a CRM system

How many times do you manually send out a 'Thanks for your enquiry' Email?

How many times does someone forget to make an important after-sales call?

How many times are quotes not followed up?

How many times do sales quotes go out with too little profit margin?

Workflow or Automation or even AI as it may be called, is a capability of your CRM system to do things automatically for you.  It works mainly by 'triggers' and 'actions'.  So, when a new Lead Record is saved, the system could automatically send out an email to the prospect.  It could then schedule a task for a sales user having deduced who is the right person to contact them based on market sector or location.  Or perhaps a Sales Opportunity is recorded in your CRM system but then there has been no recent activity around this potential sale.  So the CRM system could be setup to create a task reminder for a nominated User or Users.

There are many examples of how processes in your business can be automated.  A CRM system is not just about recording data, it's also about controlling processes and ensuring the right thing happens at the right time.  Nothing slips through the net.

For more information on how a CRM system could automate your organisation, please contact Wizard Systems.

 

 

How to create a Customer Portal linked to your CRM system

With many cloud or web enabled CRM solutions it's possible to 'open' out part of your system (in a VERY secure way) to other individuals or organisations you partner with or sell to.  This is especially true of a couple of CRM systems we supply, Sage CRM and Workbooks CRM.

So with Workbooks CRM it's possible to setup one or may portals.  These portals will have the same look and feel as your corporate website (logo, colour schemes etc...) and are ideal to help you share information with your customers for things such as 

• Event Registration
• Members Only Portal
• Warranty Registration
• Service Centre

What's more, notifications can be setup to alert you to new registrations, keeping key personnel in the loop.  And everything can be tracked back in your CRM database and all kept very secure.  Wizard Systems provide training and support to allow you to setup your own customer portals.  Contact us for details.

 

7 Ways in which a CRM system can help you be a better Sales Manager

Are you in sales management or lead a sales team, or even run the organization? Do you have a CRM system (well I assume you do)? Here are 7 tips for how a CRM system can help in your job role.

1. Control – With a CRM system you know you’re in control. Every lead, sales interaction and sales opportunity is hopefully logged and easily accessible in one central location and system.
2. Allocating Leads – A CRM system will help you allocate leads in an effective way.  It will help you easily log leads by territory or product interest or customer type and other criteria.  Spread the load with 'round robin' features.
3. Leveraging Marketing – CRM systems have many ways of integrating to marketing solutions.  By using a CRM system over many years, you will have accumulated hopefully some very valuable information about your customers and potential customers.  You will be able to easily profile them and categorise them for any marketing activities you do, e.g. performing an email marketing campaign or event.
4. Reduce your staff costs? – Maybe difficult, but an efficient CRM system will allow you to be more productive.  Perhaps 5 people with an efficient CRM system will have the same productivity as 6 people without one, or an inefficient one!
5. Improved Teamwork – Your sales people need to work together, to share information and be coordinated so that they don’t double up on their activities. A CRM system gives visibility to all customer-facing users to see at a glance what’s happening against a customer and who did what to who and when, and what the next step is.
6. Better Management – CRM systems have reporting and business intelligence features to allow you to see what’s working and what’s not working in your team/organization. It will then allow you to make more effective decisions.  If you can’t measure it, you can’t manage it.  Track performance and get key information almost as it happens. No more compiling all those Excel spreadsheets!
7. Manage Processes – As well as of course storing important information, a CRM helps streamline the sales process, which results in closing deals in your sales pipeline and helping everyone in the team to reach targets faster.  Quoting and order processing can be implemented in CRM so that sales teams are able to reduce the sales cycle and save time.

For more information on how a CRM system could benefit your business or organisation, contact Wizard Systems.  We have implemented over 3000 CRM systems in the last 25+ years.

 

Speed up address entry into your CRM system by 4 times!

Latest short demo by us on the Workbooks CRM and Capture+ integration for address verification and postcode lookup.  Works in over 240 countries!

Free trial available

How Dashboards in your CRM system can help you make decisions - a free webinar this Friday 11th January

Join us this Friday 11th at 10 am UK time for a short and free webinar on how visual Dashboards can help you see what's going on in your company and help you make decisions.  The webinar will be showcasing Workbooks CRM, but the principles are the same with any other leading CRM application.

We'll also be reviewing some of the core features of Workbooks to help you manage prospect and client relationships.

Please register first..

Workbooks CRM announces integration with Creditsafe helping you decide which prospects to chase and keep your business financially safe

With credit information on over 240 million businesses across the globe, Creditsafe delivers the most accurate and up-to-date information available in an easy to use format for businesses of all sizes. Creditsafe allows you to show an Organisations credit score information, helping you decide which prospects to chase and keep your business financially safe.

The Creditsafe Plugin will create 12 new Custom Fields on an Organisation Record, 11 of these can be added to your Organisation Form Layouts and the twelfth will be added as a Tab on the Form Layout.