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CRM for Marketing

Marketing Campaigns

Having all of your data in one place brings significant advantages, not least of which is the ability to create effective marketing campaigns.

More than ever, marketing campaigns need to maximise a Return On Investment (ROI) – unless you can easily understand which leads came from what campaign, it is difficult to justify how effective marketing can be.

Workbooks provides a complete view of your marketing, from campaign creation to opportunities closed. You will be able to tell if your marketing spend is targeted in the right areas and which areas deliver the best returns. Having this level of detailed information could even justify increased marketing budgets!

To find out how Workbooks can help you through each stage of the Marketing Lifecycle click on the tabs below.

Easy Campaign Creation

It couldn’t be simpler to set up campaigns in Workbooks - It only takes two minutes!

At last you will be able to keep track of different types of demand generation activities and allocate your marketing budget accordingly.

With Workbooks you can set:

Campaign dates
Type of campaign activity
Expected revenue
Activity reminders
Build lists of campaign members
Create emailing lists

As well as
Keeping notes of marketing campaign content
Creating reports on campaign activity

Importing Data
Importing data into Workbooks is quick and easy. CSV files can be imported using our import wizard which will guide you through the process step by step.

Import data into:

Leads
People
Organisations
Activities

Segmenting Data
Using Workbooks views and reports you can easily segment your data by multiple criteria including:

Active prospects
Customers
Partners
Suppliers
Products purchased
Recent activity

or any combination that you require.

Workbooks also allows you to easily export your data to Excel or CSV files at the click of a button.

Powerful email marketing
Email marketing is a tool which most companies should use within their overall marketing strategy.
It can be one of the most cost-effective ways of generating new business and Workbooks makes it all quick and simple.

From within Workbooks you can create rich HTML emails that grab attention. If you prefer, you can import HTML code generated by your design company directly into the email editor.

Workbooks CRM provides:

One button mailing list creation
WYSIWYG HTML emails
Hosted images
Mass mailing capability
Choice of HTML Templates

Creating leads is the life blood of many businesses. Ensuring that they are handled efficiently and turned into opportunities is where many leads fail to materialise.

It is important to nurture and monitor leads to make the most of your marketing investment. And more importantly understand which Marketing Campaigns created those leads. This information, will help maximise the effectiveness of your campaigns and reduce costs on those that were less successful.

Workbooks CRM provides:

Lead queues
Lead assignment
Lead rating
Lead status
Activity management

Making your marketing budget go further
Marketing budgets are one of the biggest costs outside of salaries and unless you can prove the effectiveness of your marketing activities then you run the risk of the board seeing it as a cost- one that can be reduced easily.

However marketing effectiveness can only be measured against the amount of revenue invoiced as a direct result of marketing activity. (ROI)

Unlike our competitors, Workbooks offers an insight into how you are spending your marketing budgets and which activities are generating the best leads.

Workbooks CRM can report on: