Contact management

Build a deeper understanding over time of your customers and prospects, both at an individual and an organizational level with Workbooks:

• Make sales more likely and increase satisfaction by solving the right problems with complete, accurate, and up-to-date information about your customers and prospects
• Increase your sales team’s business intelligence by recording all your interactions, including notes, meetings, previous purchases, tasks and emails
• Help your marketing team build personas to help with positioning and messaging by profiling individuals and track relationships, including job roles, hobbies and interests
• Help your sales team build an ABM approach by grouping organisations together, tracking how much you’ve profiled of those organisations, together with outcomes
• Build more consistency and continuity in your relationships by automatically ‘rolling-up’ information into a single summary view of all interactions
• Work with your customers and prospects more effectively and efficiently by mapping relationships, such as suppliers, customers, and partners
• Improve customer targeting and deliver a more personalized approach by segmenting data and profiling customers