With Workbooks you can build more complete, accurate and up-to-date records and gain insight into who responds to what, when and where giving you the insights to drive activities that are more targeted and effective.
- Keep all of your customer information in one place with a single centralised database that everyone can access whenever and wherever they want
- Track and manage relevant information such as industry, size, and interests at the Organisation level
- Profile people by job role or interests and use the information to create your marketing personas
- Target customers based on previous purchase history and known preferences
- Plot records such as Leads, People, Organisations on a location map for more efficient targeting
- Increase productivity by reducing duplication of effort and increasing consistency of information gathered
- Find, target and acquire your ideal customer by gathering, storing and segmenting information including company, job role and interests
- Improve the accuracy of data collection and input
Top 20 CRM 2020
High Performer Summer 2022