Marketing Calendar 2025
Workbooks
Workbooks CRM is a cloud-based customer relationship management platform designed to help businesses manage sales, marketing, and customer service processes.
Why integrate Workbooks with Spotler?
Integrating Workbooks CRM with Spotler allows businesses to use customer and sales data to create more targeted and personalised marketing campaigns. By syncing contact details, sales history, and customer interactions from Workbooks with Spotler, businesses can send tailored emails and SMS messages based on customer behaviour and engagement levels. This integration ensures that marketing and sales teams work together seamlessly, delivering consistent communication that nurtures leads, improves customer retention, and boosts conversion rates.
Sales follow-up automation
Trigger automated follow-up emails or SMS messages in Spotler for prospects who have interacted with the sales team, ensuring timely and relevant communication.
Customer retention campaigns
Build retention campaigns using Infor CRM’s customer data to send exclusive offers, service updates, or loyalty rewards to existing customers.
Lead nurturing campaigns
Use lead data from Infor CRM to create automated email sequences in Spotler that guide leads through the sales funnel based on their status and interactions.