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Description
Enhance your connections with customers by personalizing their experiences to foster deeper relationships. By refining customer communication and creating fluid customer journeys, Dynamics 365 Marketing empowers sales teams and nurtures leads effectively. Effortlessly design individualized multichannel pathways that convey the appropriate message at the optimal time and platform, thus cultivating meaningful connections. Leverage marketing automation, integrated data, and business processes linked to Dynamics 365 Sales to efficiently nurture leads and boost opportunities within the customer pipeline. Elevate the performance of your automated marketing efforts using AI-driven insights, lead scoring, and tailored dashboards, while also obtaining a comprehensive view of customers through integration with Dynamics 365 Customer Insights. The ability to personalize and augment Marketing's functionalities is simplified by connecting it with the existing apps and services you rely on. Additionally, built-in privacy features ensure compliance with GDPR regulations, allowing you to focus on building trust with your audience. This holistic approach ultimately leads to stronger customer loyalty and sustained business growth.
Description
At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey.
We call our approach Shared Success – your success is our success.
The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works:
1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software
2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price
3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you
That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.
API Access
Has API
API Access
Has API
Integrations
Kixie PowerCall & SMS
Microsoft Dynamics 365
AXtension Content Gate
CELUM
Constant Contact
Constant Contact Lead Gen & CRM
Dynamics 365 Customer Insights
GatorMail
GoTo Meeting
HubSpot CRM
Integrations
Kixie PowerCall & SMS
Microsoft Dynamics 365
AXtension Content Gate
CELUM
Constant Contact
Constant Contact Lead Gen & CRM
Dynamics 365 Customer Insights
GatorMail
GoTo Meeting
HubSpot CRM
Pricing Details
$1500 per month
Free Trial
Free Version
Pricing Details
$39.00 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
dynamics.microsoft.com/en-us/marketing/overview/
Vendor Details
Company Name
Workbooks
Founded
2007
Country
United Kingdom
Website
www.workbooks.com
Product Features
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Social Media Management
Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring
