Contact Management & Prospect Profiling2019-09-26T09:07:09+01:00

CONTACT MANAGEMENT & PROSPECT PROFILING

Sales is all about relationships. It’s about starting them and building them so that over time you become a trusted adviser and indispensable resource.

  • Record all the interactions you have with people, including notes, meetings, previous purchases, tasks and emails.

  • Automatically ‘roll-up’ all the information to Organization level, to get a single summary view of all interactions.

  • Easily track relationships, such as suppliers, customers, partners and previous employment history.

  • Profile individuals and track relationships: job roles, hobbies, interests.

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contact management desktop

The most successful salespeople are those who have a detailed understanding of their customers – they know their stories so far, they know what they do, they know the challenges they face and they know how they can help them. And they have this information at their fingertips not just for one or two major accounts, but for hundreds, maybe even thousands of customers. They make each one feel understood and valued.

CRM from Workbooks transforms the ability of salespeople to manage their contacts.

Workbooks CRM provides a single place where you can capture knowledge and map relationships. By syncing it with Outlook, Microsoft Exchange/Office 365 and Google Apps, you can record every interaction you have with people, including notes, meetings, previous purchases, tasks and emails. Where in the past many of these interactions were lost and forgotten, with CRM from Workbooks every single one is recorded and used to further the salesperson’s business intelligence.

You can segment data to improve customer targeting, profile customers and deliver a more personalized approach. You can ‘roll-up’ all the information to Organization level, so you get a single view of all interactions. At a glance, wherever you are, you can view and track your relationships with suppliers, customers and partners. See their employment history, remind yourself of their hobbies, their interests, and of course their business needs.

CRM from Workbooks gives you this vital information. It helps improve the relationships you have with your customers. It makes you a better salesperson.

contact management mobile

OVER 1400 CUSTOMERS TRUST WORKBOOKS TO RUN THEIR BUSINESS.

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