Workbooks CRM can help drive automation across your business.
Lead Management Automation: Managing leads and entering data are tedious tasks that scream automation. Workbooks CRM can help you automate lead management and data entry, removing manual, error prone processes.
Lead nurturing automation: Workbooks CRM can help you with drip emails, follow-ups, metrics, reports and lead scoring. For every lead generated, Workbooks CRM can record sales and marketing engagement and set scores accordingly; it can send nurturing emails and create opportunities when the lead reaches a certain threshold – all automatically.
Calling Automation: Workbooks CRM provides telephony automation. This includes one-click calling, call recording, automatic notes, direct reporting on regular calls and automated follow-up emails or tasks after a call.
Pipeline Management Automation: Need to transfer ownership to another rep when an opportunity reaches a new stage? Done. Create activities each time an opportunity is moved to a new stage in the sales cycle? Done. Workbooks gives you the key to better multitasking and increased productivity and improve your sales team’s performance by establishing consistent, winning best practices processes.
Customer Support Automation: This is vital for improving the customer experience. Workbooks CRM can help drive automation for customer support by sending faster responses to flagged queries, assigning reps to specific cases and managing regular customer inquiries.