Workbooks Overview - Marketing

Workbooks Overview - Marketing

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Workbooks CRM & Workbooks Business for Marketing

Workbooks drives marketing best practices for medium-sized organisations to improve efficiencies in marketing planning and activity execution. And to measure and maximise return on marketing investments.

Accessed from any device with an internet connection, it's designed specifically to free marketing teams from hugely manual, time-consuming processes - and in doing so dramatically increase productivity.

Workbooks for Marketing Management

Marketing Planning and Measurement
How do you know if your marketing is successful? How much time do you spend manually reporting on marketing activities carried out; their duration, their costs - and their results against targets?

The Workbooks suite of integrated Customer Relationship Management (CRM) and Business applications measures marketing performance for you. It tracks spend, monitors campaign performance and calculates ROI on marketing investments. So you can focus on the activities that win you most business.

Financial Management
Workbooks CRM and Workbooks Business combine to give you a real-time management view of expenditure, specifically tailored for marketing leaders; thus removing the need for accountants to feedback management information at the end of each month. This increased and immediate visibility gives you the power to budget and plan more effectively and to react more quickly to financial considerations such as revenue target and budget revisions.

Pricing
Workbooks CRM makes managing and rolling-out pricing schemes simple and adaptable:

• Enables multiple pricing schemes for products.
• In-built support for pricing promotions and the ability to customise quotation templates to incorporate current promotions on outbound quotes.

Supplier Management
Instant visibility of your supplier community from the Workbooks' integrated suite of applications gives you the power to:

• Manage the suppliers you use for marketing campaigns.
• Control spend effectively and reduce the time spent administering purchase order processes.
• Electronically raise supplier purchase orders, triggering automated electronic approval processes where required.
• See requests for budget in context; Workbooks delivers a real-time status of purchase order requests in context with overall or campaign spend to date.
• Link supplier purchase orders back to campaigns to ensure costs are accurately recorded and that campaigns remain within budget.

Competitive Analysis
Track competitors through Workbooks CRM, for a real-time view of competitor activity. Monitor and report on:

• Those competitors you meet in sales engagements.
• Win and loss analysis to understand competitor strengths and weaknesses. Use this information to:
• Drive product roadmap priorities.
• Implement prospect targeting to play to your strengths.
• Track your competitors' customer base and other information to assist in timely and relevant targeting.
• Your competition's partner community or competitor staff - and the prospects with whom they are engaged.

Efficient Marketing Programme Management

Use Workbooks CRM and Workbooks Business to improve the effectiveness of your marketing operations.

Campaign and Event Management
Workbooks gives you the tools to simply and easily plan and measure the effectiveness of marketing campaigns:

• Create marketing campaigns in Workbooks CRM, assigning campaign objectives including pipeline and revenue targets to automatically measure success against the plan.
• Assign budgets to each marketing campaign to monitor spend in real-time. Workbooks is able to report by:
• Commitment to date (purchase orders raised).
• Spend by supplier.
• Measure success by automatically tracking leads, opportunities and sales orders back to each marketing campaign Enabling you to measure success in terms of number of leads, value of opportunities, the most successful calls-to-action and ultimately the value of sales closed; for automatic campaign ROI calculations.

Lead Generation
Workbooks CRM helps you run lead generation activities faster and more effectively:

• Segment people in your CRM/contact management system for targeting as broad or as granular as you need.
• Basic CRM segmentation by industry, role, company size or location.
• Deeper CRM segmentation such as by product interest, mailing list subscriptions, open opportunities at various stages, or products and services they have already bought.
• Fast mailing list creation and exporting, as well as in-built data quality features such as auto-fill pick-list options on key mailing fields such as job title.
• Automatically record all lead generation activity at both a company and person level
• Prioritise and assign follow up for sales teams.

Lead Management
Workbooks CRM simplifies the management of leads, with the ability to:

• Create sales leads in Workbooks CRM and assign leads to users and lead queues for prompt follow-up by your sales and marketing teams.
• Automatically capture sales leads from your website into Workbooks CRM and assign follow up and track them through the sales cycle.
• Bulk import leads from purchased mailing lists, trade shows and other marketing events from .CSV files.
• Monitor different lead sources to track which types of marketing-generated leads are most effective.

Customer and Partner Relationship Management

Customer Programs
Workbooks is a powerful tool for communicating with, and maximising revenue from, existing customers:

• Identify and target existing customers with relevant offers and events based on their current status.
• Cross-sell complimentary products and solutions.
• Up-sell for additional revenue from existing products and solutions.
• Automate a customer retention program to increase customer satisfaction.
• Workbooks CRM and Workbooks Business combine to give advanced customer visibility; making it simple to target the most profitable or reliable customers and avoid others, such as bad debtors.
• Manage and report on customer reference-ability; automate searches for relevant reference customers or reference tools available (eg press releases, case studies, 1:1 interviews) - and track how often they are used.

Partner Marketing Management
Recruit, enable and motivate your business partners using Workbooks CRM:

• Run highly targeted partner recruitment campaigns to increase your partner base.
• Manage partner marketing through campaigns; tracking performance against target and ROI.
• Track co-funded activities and direct marketing spend towards the most profitable partner activities and the partners most successful at closing business.

Use Workbooks to send regular and relevant communications tailored to partner organisations and partner sales, marketing and finance contacts.