Campaign ManagementJamie Horastead2020-07-06T15:06:09+01:00

CRM FOR CAMPAIGN MANAGEMENT

Workbooks CRM gives you the tools to execute effective and efficient campaigns and provides insight into what will work when and where, making the process more controllable and more predictable. This means that over time you can automate more of it, and Workbooks’ CRM enables that too.

Embed intelligence into your marketing campaigns.

Track your best performing campaigns.
Segment your data and create mailing lists for marketing campaigns.
Full email marketing capabilities: mass emailing, managing hard bounces and unsubscribes etc.
Target personalized communications to the right prospects with information relevant to them at their particular stage in the buying cycle.

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You can segment your database, and create templates to send targeted email messages to each individual segment. These emails can be sent directly from Workbooks, via Workbooks GatorMail or you can integrate Workbooks CRM with other leading ESPs. However you choose to do it, you can run mass emailing campaigns, manage hard bounces, unsubscribes, and all compliance issues in one place.

Once it is all set up, campaigns run automatically. For each campaign, you can track campaign members and all their interactions. You can track key metrics like open and click rates, leads and opportunities generated. You can track costs associated with the campaign so you can easily calculate ROI. These metrics allow you to identify your best performing campaigns and then replicate them. You can make more informed decisions and you know you are always targeting personalized communications to the right prospects with information relevant to them at their particular stage in the buying cycle.

Campaigns can take all shapes and sizes. From one-off email to multiple email campaigns, to nurture tracks or workflows, to social media or telemarketing, to webinars or events, all your marketing campaigns can be managed via Workbooks CRM.

You can segment data into lists of leads most likely to convert. You can use intelligence in the system to direct your telemarketing sales team to deliver the messages most likely to resonate with certain leads. If you integrate your telephone system with Workbooks CRM, your sales team can use click to dial, speeding up the process and increasing productivity.

And of course at any time and in any place you can see at a glance how your campaigns are progressing. CRM from Workbooks delivers ongoing insight into the performance of your campaigns so you can continually refine them – ensuring you always deliver the right messages to the right people at the right time.