Attract more visitors and convert more leads by tracking, recording, analysing and following up with your web traffic with Workbooks:
- Create forms to capture and classify different types of leads
- Capture relevant information, including source, campaign and medium for ROI reporting
- Capture visitor data such as last visited date, last conversion, number of visits and pages viewed
- Report on ‘people on your website today / this week’ to drive sales and marketing behaviour
- Be notified automatically when key leads have visited your site
- Make your entire marketing process seamless from start to finish by integrating with third party marketing platforms such as HubSpot, Marketo and Pardot
- Know where visitors came from – online search, social media, or another route – and the campaign they responded to
- Identify which campaign messages work better than others, which channels drive more conversions, which marketing activities encourage sales where in your business
- Gain greater control over your business by identifying which marketing activity to use when you want to build revenue in a certain area
- Create web forms on your website which, on completion, automatically and instantly create a record in your CRM
- Avoid creating duplicate records and eliminate manual processes with intelligent search to check if the record already exists and to update it
Top 20 CRM 2020
High Performer Summer 2022