Data Management, Profiling & Targeting2019-08-16T16:28:41+01:00

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 Organisation 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

Book A Free Demo

Thank you for contacting us.

Someone in our team will be contacting you shortly.

data management

Strong data management offers several benefits. It reduces the potential for human error in data collection and inputting. More accurate records allow you to service your clients more effectively. It is also far more efficient with less duplication of effort and more consistency of information gathered.

In the same way, you’ll be able to deliver enhanced and streamlined marketing to prospects. You’ll gather intelligence on what marketing they respond to, and you’ll be able to profile them based on their job role, interests and so on. This intelligence informs your future marketing to them, how your segment your audience, how your improve your conversions and drive up the return you achieve for the investments you make in marketing.

Leveraging the Workbooks Mapping Module you can view the location of records such as Leads, People, Organisations on a map. With one simple click, it makes it possible to compare the location of one customer to other nearby customers, identify prospects within a 50 miles radius of an event you are running and segment your data accordingly for communications.

CRM from Workbooks improves your ability to gather business intelligence on the market. By gathering and storing information on who responds to what, you will build a profile of your ideal customer. It may be a certain type of company, or someone with a specific job role, or someone with certain interests. Whatever it is, the more information you feed into Workbooks, the clearer the picture you’ll build of the ideal customer, and so the more likely you will be to find, target and acquire them.

Read more about how CRM can help you manage your data and target the right people with our CRM for Marketing Whitepaper.

CRM for Data Management & Profiling

FURTHER READING

OVER 1400 CUSTOMERS TRUST WORKBOOKS TO RUN THEIR BUSINESS.

WHY NOT JOIN THEM?

TRY FOR FREE

CRM MARKETING FEATURES