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We are the #1 email connector to Workbooks
Join Spotler with Workbooks CRM to increase efficiency, acquisition and retention with our best-in-class marketing automation integration. Making Workbooks CRM much more powerful.
Read our privacy and cookie policy to see how we will process the data you provide.
Thank you!
Thanks for your interest in Spotler and we’ll be in touch very soon to talk you through a demo of our software!
If you haven’t verified your email address with us before, you’ll get an email asking you to do so.
While you are waiting for one of the Spotlers to contact you, make sure you check out our best practice seminars.
Data Processing
Going forward we will be processing your Personal Information under Legitimate Interest, you will receive any specific piece(s) of information you requested, as well as allowing us to send you appropriate and useful communications. To review these communications and update or opt-out of our emails, please take a look at our privacy and cookie policy.
Align your lead generation with sales & marketing
With our Workbooks CRM integration, you can identify, track and manage leads through the sales pipeline from your CRM. See which prospects, customers, suppliers, and competitors are on your website, what they are looking at and which marketing campaign they might have come from. All within Workbooks.
Get website data direct into your CRM
Improve your lead generation by syncing your web activities as they happen in your CRM. From what pages website leads look at to what their “lead score” is and when they last visited your website. Feed your lead generation directly into Workbooks CRM so you can see all the website lead information you need in one place. Including who holds the account.
Data syncing and segmentation
The key to successful email marketing lies in granular segmentation. With our integration, you can segment your email marketing lists as you wish. Create dynamic groups in Workbooks and truly targeted campaigns in the marketing platform. Then marry the two up for a more successful email campaign.
Report on a granular level
With Spotler and Workbooks integrated together, you can see what each of your leads is doing at every stage of the pipeline. With this level of insight, you can report on data at an individual level. This fine level of detail will allow you to improve your marketing processes across the board.
Manage your marketing effectively
With CommuniGator’s level of integration, you can manage every aspect of your marketing. From website activity and lead generation to email campaigns and lead nurturing. Create highly targeted marketing campaigns based on what your CRM contacts are doing.
Our CRM support structure
Combining Spotler and Workbooks is the ideal way to personalise your marketing without any extra effort. Grow, nurture and manage new business and upsell opportunities in one place. Use our marketing specialists and support team to help you take your marketing to new heights.
Here’s Why Marketers Love Spotler
Engage leads & customers in real time
With interaction and behaviour data from Spotler and CRM data from Workbooks you can start delivering the right message, to the right person at the right time for very personalised journeys and campaigns.
Paid Ads
Within Workbooks, track all the details of your paid ads including search terms and the accounts who have clicked on your ad – giving you more leads, insights and a much clearer campaign ROI.
Reveal Contacts and Companies
Spotler gives you a complete view on the individuals and companies who visit your website directly within Workbooks, not just the contacts that fill out a form.
This means you can start to see all the new leads for your sales team within Workbooks and what your current pipeline is interacting with on your website, over emails and social channels.
Sync & Segment Data
You can segment your data within an inch of its life. Whether you want to break down your data based on demographic data (location, business size, industry, job title) or you want to prioritise your sales calling time based on website or email activity.
It’s all readily available to query in Advance Find. Now you can effortlessly segment your email campaigns and increase your engagement through targeted marketing communications.
Dashboards for Sales & Marketing
With our Workbooks integration, you can create multiple dashboards that reflect your killer values for all teams to access. From marketing funnels to sales pipelines, you make the criteria as complex as you like.
Whether it be leads from specific marketing channels, or leads based on their position in the buying journey. Ensuring your sales & marketing teams are targeting the right leads with the right information.
Real-Time Data
See website, social, paidads, email activities in real time from your Workbooks CRM. From your leads very first interaction with your website to their entire website journey and their total lead score.
All data collected is fed directly into your CRM as it happens, creating one single view at your fingertips. That includes who owns the account and all notes collected along their buyer journey.
Deliverability
Sending out via Spotler means you will have your own dedicated sending domain, and you will be able to predict your deliverability before you send your email campaign.
Our AI also learns your data and measures audience reactions, which helps you create the most effective email campaigns going forward
Multi-Channel Reporting
Report on the progress and results of your marketing campaigns across all channels. Create multiple reports based on your chosen criteria to analyse your key marketing efforts and identify your performing channels.
Ensure sales are following up your leads and identify where they are in the buying process from one simple view. Manage everything around your marketing in one place.
Support
At Spotler we are advocates of practicing what we preach. Users of Workbooks ourselves, we know the nifty tricks of the trade to maximise your lead generation and marketing automation via Workbooks.
Through a support team you can get help via phone, email and live chat. You also have access to a help site and great marketing content to push you forward.
Account Management
You get onboarding, product training, template development and a carefree start (data import, account set-up, domain mapping, etc…). We also help you set up the key Advance Finds you’ll need and get you data syncing so you can build segments straight away.
A dedicated Account Manager will be your point of contact for the duration of your contract; helping you get the most of of not only the Spotler platform but also Workbooks!
Spotler, the best choice for for those wanting more from their Workbooks CRM
AI-powered software
Spotler is powered by its Ai intelligence and has great user-friendly features for all your marketing automation.
Onboarding & Support
Get a comprehensive start thanks to tailored onboarding & ongoing account management and support. Start off successfully and continue to be successful with Spotler’s marketing automation.. Quick responses and resolutions time gets you sending sooner. Live chat, phone or email we're on hand to help.
No.1 Workbooks Integration
Spotler has one of the best integration with Workbooks CRM allowing sales and marketing team to work form one platform and increase their marketing and output and lead generation activities
Great Security & Privacy
With pen tests, IP locks and two factor auth among our security, we have you covered. Also Spotler works in accordance with UK and European privacy legislation.
Marketing Services
Spotler offers core marketing services from template design and automation builds to content production and SEO – so if you need a little extra help we’ve got the skills.
