Marketing today is diverse and complex and organizations need external help to execute the array of activities required across multiple touchpoints. Marketing functions work with a network of suppliers offering products and services ranging from marketing technology to lead purchase and event management, design and print contractors, and so on.
Use Organization/People records to track suppliers by category and record details of key people and their roles.
Track Emails, Notes and Activities against suppliers and people.
Upload commercial documents.
Track when commercial agreements are due to expire so you do not miss important dates such as renewal or termination deadlines.
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At first it’s easy to remember everything about these suppliers. You know them all by name, you can keep up to date records of what you pay them, the payment terms you’ve agreed, and things like contract length, termination details, and so on. But, as you grow and the number of suppliers and people dealing with those suppliers increases, this network of suppliers can turn into a tangled web of information – dates, numbers, names, contracts, addresses, and so on stored across emails, spreadsheets, Word documents, scribbled notes, and people’s memories. It can be easy to miss an important piece of information.
CRM solutions from Workbooks allows you to track and manage all these suppliers so the relevant information is stored in one place. You can use organization and people records to track suppliers by category and record details of key people and their roles. You can track emails, notes and activities against suppliers and people. You can upload commercial documents (contracts, terms and conditions, statement of work etc.), and track when agreements are due to expire so you do not miss important dates such as renewal or termination deadlines.
It keeps everything organized. Nothing is missed, and the marketing team has more time and headspace to focus on higher value activities that will deliver return on investment to the firm.
Find out more with our CRM for Marketing whitepaper.