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AI in Spotler Products
We added generative AI, conversational AI and predictive AI in our products.
Want to know how you have control over it and how you can benefit from AI?
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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.
Trigger automated follow-up emails or SMS messages in Spotler for prospects who have interacted with the sales team, ensuring timely and relevant communication.
Build retention campaigns using Infor CRM’s customer data to send exclusive offers, service updates, or loyalty rewards to existing customers.
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.