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Data management, profiling & targeting

Deliver value to your customers with more complete, accurate and up-to-date records

Workbooks gives you MORE.

More accessibility.
More accuracy.
More effectiveness.

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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

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