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Manage all your accounts/contacts within your CRM. Target your ‘ideal’ customer, based on their profile. \r\n<span style=\"font-weight: 700; \">Email Campaigns</span>\r\nSegment your database. Use templates to send targeted email messages or integrate directly with leading email marketing providers such as MailChimp or dotmailer. Gain visibility of all prospect/customer interaction and track key metrics (such as open and click rates) against relevant marketing campaigns.\r\n<span style=\"font-weight: 700; \">Event Management</span>\r\nPlan, organise and promote live events, webinars or training courses from within Workbooks CRM. Allow delegates to self-register and automatically manage scheduled communication to contacts. \r\n<span style=\"font-weight: 700; \">Lead Scoring</span>\r\nAllocate criteria to help sales and marketing prioritise their time. Distribute leads to the right teams for follow-up. Use scoring to ensure sales spend their time following-up on the deals most likely to convert.\r\n<span style=\"font-weight: 700; \">Website Analytics</span>\r\nTurn anonymous traffic into sales by discovering who was on your website and what pages they viewed. Knowing visitor interests prior to a call will help sales conversion rates and marketing can nurture more effectively by sending the most relevant information.\r\n<span style=\"font-weight: 700; \">Supplier Management</span>\r\nTypically you will have a multitude of partners who provide you with marketing services such as lead purchase, email marketing, lead nurturing, event management, design & print contractors etc. Track and manage these suppliers in Workbooks so the relevant information is stored in one place.\r\n<span style=\"font-weight: 700; \">Track Marketing Activities</span>\r\nManage your/your team's day-to-day workload and keep on top of outstanding actions to ensure project milestones are hit and campaigns are delivered on time. Tasks and Meetings can be associated with specific marketing campaigns to provide full visibility.\r\n<span style=\"font-weight: 700; \">Telemarketing Campaigns</span>\r\nData can be segmented and added to Marketing Campaigns to enable Telemarketing teams to focus on delivering targeted messaging. Track progress and review performance easily and effectively.\r\n<span style=\"font-weight: 700; \">Lead Management</span>\r\nIdentify your most profitable lead channels by tracking the source of your leads. Automatically assign leads to Marketing Campaigns. Categorise your leads and harvest relevant contact information in one place to help you convert more prospects into sales.\r\n<span style=\"font-weight: 700; \">Website Lead Capture</span>\r\nAutomatically capture leads from your website, assign them to queues/campaigns and notify your sales team members.\r\n<span style=\"font-weight: 700; \">Marketing Metrics</span>\r\nCapture key information such as campaign ROI, lead volumes by source, lead conversion. Use Dashboards and Reports to ensure you have real-time information at your fingertips rather than spending time manually updating outdated spreadsheets.\r\n<span style=\"font-weight: 700; \">POs Management</span>\r\nManage your marketing expenditure more effectively. Raise Purchase Orders and track marketing expenditure for goods or services you are purchasing. Easily identify the current status of Supplier Orders and whether they have been approved/paid/delivered.\r\nWorkbooks CRM enables you to work more effectively, to better identify opportunities, close more deals and grow revenue.\r\n<span style=\"font-weight: 700; \">Features to support Sales Success</span>\r\n<span style=\"font-weight: 700; \">Contact Management & Prospect Profiling</span>\r\nUse every interaction with a prospect to further your business intelligence. Capture knowledge, map relationships and segment your data to improve sales prospecting. Sync everything with Outlook, Microsoft Exchange/Office 365 or Google Apps.\r\n<span style=\"font-weight: 700; \">Opportunity Management</span>\r\nManage sales opportunities, improve conversation rates, drive best practice across your sales team and grow revenue. With a CRM system undermining your sales execution, you can ensure that your Sales people share a common methodology, understand where their prospects are in the sales process and address their needs effectively - ultimately increasing closure rates.\r\n<span style=\"font-weight: 700; \">Sales Performance Metrics</span>\r\nGenerate Reports and Dashboards that give you insight into your sales pipeline and performance. By understanding your sales performance you can improve execution, increase conversion rates and grow your revenues.\r\n<span style=\"font-weight: 700; \">Quotations</span>\r\nBuild professional looking quotations in a matter of minutes. Standardise terms and conditions, control discounting and ensure quotations are followed-up effectively.\r\n<span style=\"font-weight: 700; \">Tracking Sales Activities</span>\r\nRecord Sales Activities to ensure that Opportunities are progressed effectively and no calls are overlooked. Analyse which activities are the most productive and replicate these as best-practice examples for the whole team.\r\n<span style=\"font-weight: 700; \">Sales Forecasting</span>\r\nEnable your sales people to forecast effectively. Identify your ‘best case’ and ‘commit’. Determine how likely those deals are to close and if your team is likely to hit target. Generate Reports and Dashboards to provide real-time visibility to sales teams and managers.\r\n<span style=\"font-weight: 700; \">Existing Account Management</span>\r\nManage your customers more effectively by using the data held in your CRM. Understand your customer landscape, improve retention rates, up-sell within an account. Improve your customer service.\r\n<span style=\"font-weight: 700; \">Order Creation & Processing</span>\r\nCreate and manage orders within your CRM. Turn quotes into orders with a single click and track the status of orders as they are fulfilled and invoiced.","shortDescription":"Workbooks.com CRM brings your Sales, Marketing and Customer Service teams together.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":4,"sellingCount":1,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Workbooks.com","keywords":"your, sales, marketing, effectively, Management, more, with, ensure","description":"Workbooks CRM helps you run campaigns and generate more quality leads. \rWe give you the tools you need to execute your marketing strategy and measure ROI.","og:title":"Workbooks.com","og:description":"Workbooks CRM helps you run campaigns and generate more quality leads. \rWe give you the tools you need to execute your marketing strategy and measure ROI.","og:image":"https://old.b4r.io/fileadmin/user_upload/Workbooks.png"},"eventUrl":"","translationId":1136,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"Система управления взаимоотношениями с клиентами (CRM, CRM-система, сокращение от англ. Customer Relationship Management) — прикладное программное обеспечение для организаций, предназначенное для автоматизации стратегий взаимодействия с заказчиками (клиентами), в частности для повышения уровня продаж, оптимизации маркетинга и улучшения обслуживания клиентов путём сохранения информации о клиентах и истории взаимоотношений с ними, установления и улучшения бизнес-процессов и последующего анализа результатов.\r\n\r\nCRM — модель взаимодействия, основанная на постулате, что центром всей философии бизнеса является клиент, а главными направлениями деятельности компании являются меры по обеспечению эффективного маркетинга, продаж и обслуживания клиентов. Поддержка этих бизнес-целей включает сбор, хранение и анализ информации о потребителях, поставщиках, партнёрах, а также о внутренних процессах компании. Функции для поддержки этих бизнес-целей включают продажи, маркетинг, поддержку потребителей.\r\n\r\nИсточник: https://ru.wikipedia.org/wiki/%D0%A1%D0%B8%D1%81%D1%82%D0%B5%D0%BC%D0%B0_%D1%83%D0%BF%D1%80%D0%B0%D0%B2%D0%BB%D0%B5%D0%BD%D0%B8%D1%8F_%D0%B2%D0%B7%D0%B0%D0%B8%D0%BC%D0%BE%D0%BE%D1%82%D0%BD%D0%BE%D1%88%D0%B5%D0%BD%D0%B8%D1%8F%D0%BC%D0%B8_%D1%81_%D0%BA%D0%BB%D0%B8%D0%B5%D0%BD%D1%82%D0%B0%D0%BC%D0%B8","materialsDescription":"","iconURL":"https://old.b4r.io/fileadmin/user_upload/crm.png"},{"id":341,"title":"Customer Service","alias":"customer-service","description":"","materialsDescription":"","iconURL":"https://old.b4r.io/fileadmin/user_upload/customer-service.png"},{"id":339,"title":"Marketing","alias":"marketing","description":"","materialsDescription":"","iconURL":"https://old.b4r.io/fileadmin/user_upload/internet_marketing.png"},{"id":337,"title":"Sales","alias":"sales","description":"","materialsDescription":"","iconURL":"https://old.b4r.io/fileadmin/user_upload/Sales.png"},{"id":152,"title":"Contact Center","alias":"contact-center","description":"A call centre or call center is a centralised office used for receiving or transmitting a large volume of requests by telephone. An inbound call centre is operated by a company to administer incoming product support or information inquiries from consumers. Outbound call centers are operated for telemarketing, solicitation of charitable or political donations, debt collection and market research. A contact centre is a location for centralised handling of individual communications, including letters, faxes, live support software, social media, instant message, and e-mail.\r\n\r\nA call centre has an open workspace for call centre agents, with work stations that include a computer for each agent, a telephone set/headset connected to a telecom switch, and one or more supervisor stations. It can be independently operated or networked with additional centres, often linked to a corporate computer network, including mainframes, microcomputers and LANs. Increasingly, the voice and data pathways into the centre are linked through a set of new technologies called computer telephony integration.\r\n\r\nThe contact centre is a central point from which all customer contacts are managed. Through contact centres, valuable information about company are routed to appropriate people, contacts to be tracked and data to be gathered. It is generally a part of company’s customer relationship management.\r\n\r\nSource: https://en.wikipedia.org/wiki/Call_centre","materialsDescription":"","iconURL":"https://old.b4r.io/fileadmin/user_upload/contact-center.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},"worksbookscom":{"id":1135,"logoURL":"https://old.b4r.io/fileadmin/user_upload/Workbooks.png","logo":true,"scheme":false,"title":"WORKSBOOKS.COM","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"worksbookscom","companyTitle":"Workbooks","companyTypes":["supplier","vendor"],"companyId":4036,"companyAlias":"workbooks","description":"<span style=\"font-weight: bold;\">МАРКЕТИНГ</span>\r\n<span style=\"font-weight: bold;\">Управление данными, профилирование и таргетинг</span>\r\nСобирайте бизнес-аналитику на своих целевых счетах / на рынке. Управляйте всеми своими учетными записями / контактами в своем CRM. Нацельте своего «идеального» клиента, основываясь на их профиле.\r\n<span style=\"font-weight: bold;\">E-mail кампании</span>\r\nСегментируйте свою базу данных. Используйте шаблоны для отправки целевых сообщений электронной почты или напрямую интегрируйте их с ведущими поставщиками электронной почты, такими как MailChimp или dotmailer. Получите видимость всех взаимодействий между потенциальными клиентами и клиентами и отслеживайте ключевые показатели (например, открытые и кликовые ставки) против соответствующих маркетинговых кампаний.\r\n<span style=\"font-weight: bold;\">Управление событиями</span>\r\nПланируйте, организуйте и продвигайте живые мероприятия, вебинары или учебные курсы из CRM рабочих книг. Разрешить делегатам самостоятельно регистрироваться и автоматически управлять запланированной связью с контактами.\r\n<span style=\"font-weight: bold;\">Подсчет очков</span>\r\nВыделите критерии, чтобы помочь продажам и маркетингу уделить приоритетное внимание их времени. Распространение ведет к правильным командам для последующего наблюдения. Используйте скоринга, чтобы убедиться, что продажи тратят свое время на сделки, которые, скорее всего, будут конвертированы.\r\n<span style=\"font-weight: bold;\">Аналитика сайтов</span>\r\nПревратите анонимный трафик в продажи, открыв, кто был на вашем сайте и на каких страницах они просматривали. Знание интересов посетителей до звонка поможет повысить эффективность продаж и повысить эффективность маркетинга, отправив наиболее релевантную информацию.\r\n<span style=\"font-weight: bold;\">Управление поставщиками</span>\r\nКак правило, у вас будет множество партнеров, которые предоставляют вам маркетинговые услуги, такие как ведущая покупка, маркетинг по электронной почте, руководство, организация мероприятий, проектирование и печать подрядчиков и т. Д. Отслеживайте и управляйте этими поставщиками в книгах, чтобы соответствующая информация хранилась в одном месте ,\r\n<span style=\"font-weight: bold;\">Отслеживать маркетинговые мероприятия</span>\r\nУправляйте ежедневной рабочей нагрузкой вашей команды и выполняйте все действия, чтобы гарантировать, что основные этапы проекта будут удалены, а кампании будут доставлены вовремя. Задачи и встречи могут быть связаны с конкретными маркетинговыми кампаниями для обеспечения полной видимости.\r\n<span style=\"font-weight: bold;\">Телемаркетинговые кампании</span>\r\nДанные могут быть сегментированы и добавлены в маркетинговые кампании, чтобы команды Telemarketing могли сосредоточиться на доставке целевых сообщений. Отслеживайте прогресс и обзор производительности легко и эффективно.\r\n<span style=\"font-weight: bold;\">Маркетинговые показатели</span>\r\nЗахватите ключевую информацию, такую как рентабельность инвестиций в кампанию, ведущие объемы по источникам, конвертирование свинца. Используйте панели мониторинга и отчеты, чтобы обеспечить вам информацию в реальном времени на кончиках ваших пальцев, а не проводить время вручную, обновляя устаревшие электронные таблицы.\r\n<span style=\"font-weight: bold;\">Управление заказами</span>\r\nУправляйте своими маркетинговыми расходами более эффективно. Поднять заказы на поставку и отслеживать расходы на маркетинг товаров или услуг, которые вы покупаете. Легко идентифицировать текущее состояние Заказов Поставщика и их одобрение / оплату / доставку.\r\n<span style=\"font-weight: bold;\">ПРОДАЖИ</span>\r\n<span style=\"font-weight: bold;\">Управление контактами и профилирование профилей</span>\r\nИспользуйте каждое взаимодействие с перспективой дальнейшего развития вашей бизнес-аналитики. Захватите знания, сопоставьте отношения и сегментируйте свои данные, чтобы улучшить поиски сбыта. Синхронизируйте все с Outlook, Microsoft Exchange / Office 365 или Google Apps.\r\n<span style=\"font-weight: bold;\">Управление возможностями</span>\r\nУправляйте возможностями продаж, улучшайте скорость разговоров, управляйте лучшей практикой в своей команде продаж и увеличивайте доходы. Если система CRM подрывает ваше сбытовое исполнение, вы можете убедиться, что ваши продавцы разделяют общую методологию, понимают, где их перспективы находятся в процессе продаж, и эффективно решают свои потребности - в конечном счете, увеличивают показатели закрытия.\r\n<span style=\"font-weight: bold;\">Показатели эффективности продаж</span>\r\nСоздавайте отчеты и панели мониторинга, которые дают вам представление о вашем конвейере продаж и производительности. Понимая свою эффективность продаж, вы можете улучшить выполнение, увеличить коэффициент конверсии и увеличить свои доходы.\r\n<span style=\"font-weight: bold;\">Отслеживание торговых операций</span>\r\nЗаписывайте продажи, чтобы гарантировать, что Возможности продвинулись эффективно, и никаких вызовов не упускают из виду. Проанализируйте, какие виды деятельности являются наиболее продуктивными и воспроизводят их как примеры лучшей практики для всей команды.\r\n<span style=\"font-weight: bold;\">Прогноз продаж</span>\r\nОбеспечьте эффективный прогноз эффективности продаж. Определите свой «лучший случай» и «совершить». Определите, насколько вероятно, что эти сделки будут закрыты, и если ваша команда может поразить цель. Создавайте отчеты и панели мониторинга, чтобы обеспечить видимость в режиме реального времени для групп продаж и менеджеров.\r\n<span style=\"font-weight: bold;\">Управление существующим аккаунтом</span>\r\nУправляйте своими клиентами более эффективно, используя данные, хранящиеся в вашем CRM. Понимайте свой ландшафт клиентов, улучшайте ставки удержания, продавайте в рамках аккаунта. Улучшите обслуживание клиентов.\r\n<span style=\"font-weight: bold;\">Создание и обработка заказов</span>\r\nСоздавайте и управляйте заказами в своем CRM. Поверните кавычки в заказы одним щелчком мыши и отслеживайте статус заказов по мере их выполнения и выставления счетов.","shortDescription":"CRM объединяет ваши команды по продажам, маркетингу и обслуживанию клиентов.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":1,"sellingCount":17,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"WORKSBOOKS.COM","keywords":"продаж, чтобы, Управление, Управляйте, эффективно, кампании, которые, будут","description":"МАРКЕТИНГ\rУправление данными, профилирование и таргетинг\rСобирайте бизнес-аналитику на своих целевых счетах / на рынке. Управляйте всеми своими учетными","og:title":"WORKSBOOKS.COM","og:description":"МАРКЕТИНГ\rУправление данными, профилирование и таргетинг\rСобирайте бизнес-аналитику на своих целевых счетах / на рынке. Управляйте всеми своими учетными","og:image":"https://old.b4r.io/fileadmin/user_upload/Workbooks.png"},"eventUrl":"","translationId":2656,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"Система управления взаимоотношениями с клиентами (CRM, CRM-система, сокращение от англ. Customer Relationship Management) — прикладное программное обеспечение для организаций, предназначенное для автоматизации стратегий взаимодействия с заказчиками (клиентами), в частности для повышения уровня продаж, оптимизации маркетинга и улучшения обслуживания клиентов путём сохранения информации о клиентах и истории взаимоотношений с ними, установления и улучшения бизнес-процессов и последующего анализа результатов.\r\n\r\nCRM — модель взаимодействия, основанная на постулате, что центром всей философии бизнеса является клиент, а главными направлениями деятельности компании являются меры по обеспечению эффективного маркетинга, продаж и обслуживания клиентов. Поддержка этих бизнес-целей включает сбор, хранение и анализ информации о потребителях, поставщиках, партнёрах, а также о внутренних процессах компании. Функции для поддержки этих бизнес-целей включают продажи, маркетинг, поддержку потребителей.\r\n\r\nИсточник: https://ru.wikipedia.org/wiki/%D0%A1%D0%B8%D1%81%D1%82%D0%B5%D0%BC%D0%B0_%D1%83%D0%BF%D1%80%D0%B0%D0%B2%D0%BB%D0%B5%D0%BD%D0%B8%D1%8F_%D0%B2%D0%B7%D0%B0%D0%B8%D0%BC%D0%BE%D0%BE%D1%82%D0%BD%D0%BE%D1%88%D0%B5%D0%BD%D0%B8%D1%8F%D0%BC%D0%B8_%D1%81_%D0%BA%D0%BB%D0%B8%D0%B5%D0%BD%D1%82%D0%B0%D0%BC%D0%B8","materialsDescription":"","iconURL":"https://old.b4r.io/fileadmin/user_upload/crm.png"},{"id":341,"title":"Customer Service","alias":"customer-service","description":"","materialsDescription":"","iconURL":"https://old.b4r.io/fileadmin/user_upload/customer-service.png"},{"id":339,"title":"Marketing","alias":"marketing","description":"","materialsDescription":"","iconURL":"https://old.b4r.io/fileadmin/user_upload/internet_marketing.png"},{"id":337,"title":"Sales","alias":"sales","description":"","materialsDescription":"","iconURL":"https://old.b4r.io/fileadmin/user_upload/Sales.png"},{"id":152,"title":"Contact Center","alias":"contact-center","description":"A call centre or call center is a centralised office used for receiving or transmitting a large volume of requests by telephone. An inbound call centre is operated by a company to administer incoming product support or information inquiries from consumers. Outbound call centers are operated for telemarketing, solicitation of charitable or political donations, debt collection and market research. A contact centre is a location for centralised handling of individual communications, including letters, faxes, live support software, social media, instant message, and e-mail.\r\n\r\nA call centre has an open workspace for call centre agents, with work stations that include a computer for each agent, a telephone set/headset connected to a telecom switch, and one or more supervisor stations. It can be independently operated or networked with additional centres, often linked to a corporate computer network, including mainframes, microcomputers and LANs. Increasingly, the voice and data pathways into the centre are linked through a set of new technologies called computer telephony integration.\r\n\r\nThe contact centre is a central point from which all customer contacts are managed. Through contact centres, valuable information about company are routed to appropriate people, contacts to be tracked and data to be gathered. 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