Simplify the management of webinars, training courses and live events
How does our marketing CRM work?
Segmenting your audience for personalization
Workbooks provides 360-degree customer visibility in one intuitive dashboard. Leverage insights derived from purchase history, interactions and preferences to connect with customers on a personalized level.
Our CRM for marketing enables teams to target communications and measure engagement, paving the way for intelligent, data-driven strategy.
What you'll get:
Customer segmentation and email templates
Actionable data insights
Geolocation functionality to plot leads and interest
Workbooks offers robust marketing metrics and detailed reporting tools to enhance marketing work management. Easily capture and analyze campaign ROI, conversion rates and lead volumes and track your customer journey from inquiry to invoice.
Productive lead management
Effective pipeline management is a collaborative effort between marketing and sales. Workbooks transforms your processes with automated lead capture, assignment, and scoring functionality. Label your warmest prospects for targeted outreach, assign leads to queues, and automate timely sales and marketing follow-up in CRM to ensure business is brought over the line.
Intelligent budgeting tools
An organization’s marketing budget is often one of the first to be trimmed — but with Workbooks, yours will stretch further. Simplify budget management by tracking purchase order status, managing and auditing sign-offs, and optimizing spending where possible. With full visibility of business spending, you can reliably measure marketing ROI and align workload and resource allocation.
“They've got a great product and great customer service. I don't think anybody could go wrong with Workbooks.”
Chris Rosler, VP of Marketing, Rotary Corporation
Frequently asked questions about marketing CRM
What is a CRM for marketing?
Customer Relationship Management (CRM) for marketing is a software tool used to help businesses manage their customer interactions and leverage data for marketing purposes. Organizations are able to view and segment customer profiles, personalize their campaigns, and automate key marketing processes to drive engagement and revenue growth.
How is CRM useful in marketing?
CRM is useful in marketing because it allows businesses to understand their customers, track interactions, and personalize their campaigns in response to customer activity. This supports marketers to target their efforts and streamline operations, improving both productivity and pay-off.
How does marketing CRM help marketers manage customer journeys?
Marketing CRM solutions provide a platform to centralize customer data for visibility and analysis. Marketers are then able to track and stay informed of all customer interactions, as well as optimize their strategies in accordance with the stage customers have reached in their purchasing journey.