DATA MANAGEMENT, PROFILING & TARGETING
CRM from Workbooks allows you to keep all the information on your customers in one place. Wave goodbye to the tangled web of information across spreadsheets, Outlook, people’s notebooks, or just in their heads. Replace it all with a single database that everyone can access whenever they want and wherever they are.
Full contact management.
Track relevant information such as industry, size, and interests at the Organization level.
Profile people (e.g. job role, interests) and use the information for campaigns or for driving sales/marketing behaviour.
Target customers based on previous purchase history and known preferences.
Plot records from within Workbooks on a map for increased efficiency and productivity
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