Wizard Systems

Maximize Your Email Marketing with Workbooks CRM's Mailing List Feature - Event 29/5

Email marketing remains one of the most effective strategies for engaging customers and driving sales. However, managing mailing lists and campaigns can quickly become overwhelming without the right tools. That's where Workbooks CRM's powerful mailing list feature comes in, streamlining your entire email marketing process while integrating seamlessly with your CRM data.

Too often, companies miss out on email's immense potential due to disconnected tools, manual list maintenance headaches, and lacklustre creative execution. In our event tis week (Wednesday 29th May at 2pm UK time), you'll discover how Workbooks' mailing list feature eliminates those challenges.

Register today to reserve your spot! Simply click the link below. Can't make the live session? All registrants will receive access to the full recording.

Register HERE!

Create Smart, Targeted Lists
The key to successful email campaigns is reaching the right audience with relevant messaging. With Workbooks' mailing list builder, you can easily create targeted lists based on any combination of criteria from your CRM records. Segment contacts by industry, location, purchase history, or any custom field – ensuring your messages resonate.

Keep Data Fresh and Compliant
No more wrestling with spreadsheets or importing outdated list exports. Workbooks mailing lists dynamically update as your CRM data changes, so you can be confident your lists always contain the latest, most accurate information. Plus, with strict compliance controls, you can effortlessly respect opt-out requests and unsubscribe rules.

Design Responsive Emails Quickly
Create professional, mobile-responsive emails in no time using Workbooks' intuitive, drag-and-drop design editor. Access the full HTML source code for advanced formatting, or choose from a gallery of pre-built templates to promote brand consistency across campaigns.

Powerful Scheduling and Automated Follow-ups
Schedule campaigns to deploy at optimal send times, and set up automated drip sequences to nurture leads and bolster customer loyalty over time. Workbooks makes it easy to manage recurring communications like newsletters and promotions on autopilot.

Comprehensive Reporting and Analysis
Gain insight into email performance metrics like open rates, click-through rates, unsubscribes and more with Workbooks' in-depth reporting tools. Analyze results, identify top-engaging content, and refine strategies – driving continuous improvement in your email initiatives.

Smooth CRM Integration
As a core component of the Workbooks CRM platform, the mailing list feature seamlessly integrates with your existing data and workflows. No syncing or importing required – design, execute, and track entire campaigns from your familiar CRM interface.

Email is a crucial touchpoint in your sales and marketing engine. With Workbooks' intuitive yet powerful mailing list tools, you can unlock its full potential while operating right within your CRM environment. Start running smarter, more targeted, more effective email campaigns today.

Unlocking Actionable Insights with Workbooks CRM Web Insights - Event Feb 14th

 

In today's digital landscape, businesses need to understand how website visitors are interacting with their online presence. Workbooks CRM Web Insights (also known as Gator Leads) provides powerful web analytics directly within your Workbooks CRM system. This enables sales and marketing teams to gain actionable insights to engage web visitors and convert more leads.

Join us for a lively webinar on Wednesday, February 14 at 2 pm UK time to learn how Workbooks' Web Insights can accelerate your sales growth.

Register by clicking here.

Understanding Your Website Traffic:

Workbooks CRM Web Insights gives you visibility into your key website metrics. You can view website sessions, page views, revenue, conversion rates, top landing pages, visitor locations and more. Drill-down filters allow you to segment users by geography, company, title, and other attributes. This helps you identify high-value visitors to prioritize for follow-up.

Connecting Website Data with CRM:

A key advantage of Web Insights is its tight integration with Workbooks CRM. Web visitor data flows directly into your CRM contacts and accounts. This provides a 360-degree view of engagement history across web and sales interactions. Sales reps can quickly see relevant web pages viewed by a lead to reference in outreach.

Web Insights also appends website profile data to visitor records. This enriches contact and account profiles with details like industry, size, tech stack, and more. Reps can leverage these insights for more personalized, contextual selling.

Actionable Alerts and Workflow Integration:

Web Insights enables tailored alerts and workflows based on web visitor actions. For example, you can trigger an alert to sales reps when a target account visits specific pages like pricing or product demo sign-up. Lead routing rules can send high-value web visitors directly to sales queues.

With workflow integration, Web Insights unlocks capabilities like:

- Automated lead follow-up when a contact downloads an asset
- Event registration follow-up when an attendee signs up online
- Email nurturing tracks based on interests visitors exhibit on your site

This level of automation and workflow alignment ensures web-generated leads are acted on in a timely manner.

Unlocking Growth with Insights:

Workbooks CRM Web Insights provides the visibility needed to convert more anonymous web visitors into high-value customer relationships. With key insights surfaced within your CRM, sales and marketing teams can align around growth strategies based on how prospects actually engage with your brand digitally. This ultimately creates a more targeted, insightful, and effective approach to winning and retaining customers.  Contact us today for a demo if you missed our webinar.

Improve Lead Capture with Workbooks CRM and 'Web2Lead'

Attention Workbook CRM Users!  Hope you can join us on our next short Workbooks training session on Thursday 7th September at 10am.  This FREE online event will cover the Web2Lead feature.  This is great solution for integrating your web site to Workbooks for Lead Capture!

 

Session will last approx 15 minutes and there's plenty of time for you to ask us questions.

 

Save your spot now at:
https://attendee.gotowebinar.com/rt/6244329273476112991

 

Here are some potential benefits that a "web 2 lead" feature in Workbooks might offer:

1. Automated Lead Capture: It can automatically capture lead information submitted through web forms on your website. This eliminates the need for manual data entry and ensures that leads are promptly added to your CRM.

2. Faster Response Times: With real-time lead capture, your sales team can respond to inquiries and leads more quickly, increasing the chances of converting them into customers.

3. Lead Segmentation: The feature might allow you to segment leads based on specific criteria, such as the source of the lead (e.g., website form, social media, email campaign). This can help you tailor your follow-up and marketing efforts.

4. Lead Nurturing: You can set up automated email sequences or workflows to nurture leads over time. This can help build relationships and guide leads through the sales funnel.

5. Lead Tracking and Analytics: A web 2 lead feature might provide insights and analytics on the performance of different lead sources and campaigns, helping you optimize your marketing efforts.

6. Integration: It may integrate seamlessly with your website and other marketing tools, allowing for a streamlined lead management process.

7. Lead Scoring: Some CRM systems offer lead scoring capabilities, where leads are assigned scores based on their behaviour and interactions. This helps prioritize leads for follow-up.

8. Data Quality: Automated lead capture can reduce the risk of data entry errors and ensure that lead information is accurate and up-to-date.

9. Customization: Depending on the CRM, you may be able to customize the web 2 lead feature to match your specific lead capture and data processing needs.

 

 

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.

Workbooks Webinar - How to export data from Workbooks CRM

Our next free webinar on Workbooks is Thursday 20th August at 10am UK time.  We'll be covering how you can export data from Workbooks CRM.  This webinar is ideal for Workbooks administrators or anyone wanting to export data from Workbooks.  We will be running a live demo of the concepts and you can ask your questions with our Q & A session.

Please register first at:

https://attendee.gotowebinar.com/rt/3570921705155065103

Can't make it live?  No problem.  Register anyway and we will send you a link to the recording!

Businesses: Use this time effectively. 9 TOP Tips

We are living in exceptional times.  We don’t know how long this situation is going to last.  One month, 2 months, 3 months.  Who knows?  One thing is certain, we will come through this and businesses still need to operate and stay afloat right now, so that when we are on the other side of the crisis, we can take full advantage of surely the positive upturn in business opportunities.

What do we do in the meantime?  You and your colleagues may well be at their home locations, observing social distancing and the restrictions on movement in your region.  We can’t just vegetate and sit and watch Netflix all day.  We have to keep our business going, support your customers and prepare for the new start.

So, what strategies can we put in place?

1. Keep supporting your customers and clients. Depending on what market sector you are in, there maybe little chance of selling.  However, it’s critical we support our customers. Do you have a system right now to manage your customer support activity – to easily and sometimes automatically manage and track interactions by email, your website, twitter, facebook, etc?  If not, or you want to review how you manage customer support, contact us at Wizard Systems.  We have some great solutions.  Low in cost and you can start using them right now!
2. Keep up the communications and messaging. If anything, we should be ramping up the level of communications by email, webcasts and social media.  Your CRM system may have a built-in email marketing feature or may link with popular systems like MailChimp.  You have to get the message out that you are still there, and you’re available for support.  Be OMNIPRESENT - depending on your market sector and the demographics of your audience, use email, your website, twitter, YouTube, vimeo, twitch, facebook, instagram, pinterest, messenger, and whatsapp to extend your reach and messages.
3. Who is on your site right now?  Following on from communications, use website tracking tools like Gator Leads (available through Wizard Systems), Pop up windows on your website and website chat widgets to help start new relationships and maintain existing ones.
4. How big is your list?  - How many subscribers do you have on your various platforms - paid or fee.  So, for example, how many subscribers do you have on your email mailing list?  Work now on building that list and work on retentions.  It's useful now and going forwards when things get back to some normality. 
5. Use the ‘downtime’ as a chance to learn more about the systems you use in your business. So please contact Wizard Systems (sorry about the plug!) about our CRM solutions and the different training options we have for online classes and online workshops, with video support.  No need to travel of course and we can handle many attendees at once.
6. Keep your CRM and other critical applications maintained and up to date. The last thing you want is that when things get better and you access your systems, you start getting issues for whatever reason.  SO, make sure you’re on the latest versions.  Keep up to date and don’t let your maintenance and support contracts lapse or expire.
7. Are your systems non-cloud, i.e. installed on your PC or Network? Get them in the cloud to make them easily accessible in a secure way. We have a great solution at Wizard Systems to do this.  It’s easier than you think.
8. Automated Responses: What if a customer contacts you, say via email, and for whatever reason you don’t have the resource to respond.  Many systems now have ‘automations’ and ‘workflow’ to record these interactions and perform some automated steps for the response – e.g. send an acknowledgment message back to the customer and send an alert to an employee.
9. Try new systems.  Got some spare time?  Why not take out a trial or demo of new systems and add ons to your existing systems.  Wizard Systems can help you!

Stay safe.

Sage CRM 2020 Release 1 now available

We're delighted to announce the release of the latest version of Sage CRM - 2020 R1.

Document Drop - Now available in all browsers. We have refactored the feature to remove the ActiveX dependency and make the feature JavaScript-based  MailChimp - Automatic detection of duplicate email addresses. To ensure that a Person, Company, or Lead record being added to the system has a unique email address, system administrators can now use a new Detect duplicate emails option.  An error message will be displayed to the users if they try to enter a duplicate address and there's a new screen to show all duplicate email addresses in your system right now. Outlook plugins - We have removed ActiveX as a dependency for the installation of the Lite and Classic Outlook plugins. This enables users to download and install the Outlook plugins in any web browser supported by Sage CRM. The Outlook plugins are now deployed using Windows Installer (.msi) files Support for new software - You can use Sage CRM on mobile devices running iOS 13, Android 10 and 9. You also can now install and use Sage CRM on an AWS EC2 instance To access latest versions of Sage CRM, you must have a Sage 'Maintenance' Contract.  This is an annual subscription supplied by Wizard Systems.  Please call for pricing. Download SageCRM_2020R1_ReleaseNotes

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.

 

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.

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.....