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Sales and Marketing

For the Sales and Marketing department Workspace offers central access to all the information needed to manage the enquiry pipeline, run successful marketing campaigns and monitor successes and losses. 

Whilst the sales and marketing function traditionally run separate CRM systems to the project team in a Workspace implementation everyone works from the same set of data.  If you operate a 'win and do' structure then Workspace will naturally support this way of working.  This ensures uniform access to reliable and up-to-date information and no duplication of data.  Sales, marketing and project staff can benefit from sharing information and can leverage this knowledge for commercial purposes.  Workspace makes the aspiration of integrated knowledge management systems in construction a reality.

All Workspace customers use the system for their sales and marketing departments whether it is for something as simple as a centralised contacts list or as advanced as reporting and analysing of trends behind won and lost enquiries.  Workspace CRM can be as simple or as complex as your needs demand.

Key Features:

  • Campaign tool for management of events and mailers, such as the dreaded Christmas card list!
  • Contact management including full action history on external contacts.
  • View contact specialism’s and past project experience.
  • Track personal interests to more closely target prospects.
  • Silverlight reporting allows ‘at glance’ trend analysis.