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CRM and marketing automation
Like Batman and Robin, CRM and marketing automation are the dynamic duo that put the power into your marketing strategy. Automate data capture. Nurture prospects and customers. And eliminate silos between sales and marketing teams.
One login for all functionality
Improve ROI
Respond faster to opportunities
Track your campaign success
Why you need it
What is CRM and marketing automation?
Connect your CRM and marketing automation to get clear visibility of your data from the moment an opportunity comes in to campaign performance reviews.
- CRM: Track all interactions with prospects and customers. Manage your sales pipeline and customer communications.
- Marketing automation: Manage and automate all of your marketing tasks like email workflows, segmentation and personalization.
With Workbooks' No-BS CRM and marketing automation it's simple to drive sales and marketing success.
Features
Why integrate CRM and
Why integrate CRM and
marketing automation?
Create a personalized microsite
Set up web tracking and lead scoring
Run reports to track your success
We're recognized by G2 as a High Performer in the UK and US.
What are the benefits?
1
One login for all functionality
With the Single Sign-On (SSO) feature you only need one set of login credentials for your CRM and marketing automation.
2
Respond faster to opportunities
Act quickly with a database of customer and sales info and automated workflows.
3
Improve ROI
Deeper insights into your audience and the tools to automate and personalize journeys makes it much easier to boost engagement.
4
Track your campaign success
Track the impact of your marketing efforts and refine your strategy ahead of competitors with predictive analytics.
Pricing
Get a custom quote
One size doesn’t fit all when it comes to marketing automation. Tell us how many user licenses, sends and contacts you’ll need, and we’ll create a quote for you.
“Our marketing team can run campaigns including things like trade shows and the obvious things like email shots. They go as far as tracking costs and looking at the return on investment for each one which is great.”
Frequently Asked Questions
Are CRM and marketing automation on one platform?
Workbooks have combined the power of their CRM with Force24’s marketing automation to bring you one log in for all the functionality you need.
How much does it cost?
You can check out our CRM package prices here. Prices for marketing automation can vary based on how many sends, contacts, and licenses you need, so we find the best way to share pricing is to give you a custom quote. Get in touch here to get one from our team.
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Read moreWant to see Workbooks in action?
Check out our demo (no info needed to get started) or sign up for a free trial to uncover the benefits.