Wizard Systems
Call us now on 01454 316800
  • Home
  • About Us
    • What is CRM
    • Testimonials
    • Privacy Policy
  • Products
    • CRM >
      • GoldMine CRM >
        • IntelliClick Email Campaigns
        • Outlook & Exchange Integration for GoldMine
        • GoldMine Integrated Survey
        • GoldMine GatorMail
        • GoldMine GatorLeads
        • Mailchimp integration for GoldMine
        • wMobile for GoldMine
        • GoldMine Mobile
        • GoldMine Web
        • GoldMine Cloud
        • MasterMine for GoldMine
        • iGoldMine
        • ActivSMS for GoldMine
        • TapiLink for GoldMine
        • GoldMine Address Verification
        • Details Plus for GoldMine
        • Scanner Plus for GoldMine
        • GoldMine Sage 50 Integration
        • GoldMine Sage 200 Integration
        • GoldMine Standard vs GoldMine Premium
        • GoldMine Corporate Edition vs GoldMine Premium Edition
        • GoldMine Blog
        • goldmine pricing
        • GoldMine Alternatives
      • Sage CRM >
        • sage crm sage 50 integration
        • Sage CRM Mailchimp Integration
      • Workbooks CRM >
        • Workbooks GatorMail
        • Workbooks Web Insights
        • Workbooks Outlook Integration
        • Workbooks Exchange Integration
        • Workbooks Sage Link
        • Workbooks Constant Contact Quick Start
        • workbooks mailchimp integration
        • Workbooks Multi Language Extension
        • Workbooks Mapping Extension
        • Workbooks Multi Currency Extension
        • Workbooks Trial
      • Freshsales CRM
      • Which CRM is best
      • CRM Comparison
    • Quote Systems >
      • QuoteWerks >
        • QuoteValet
        • QuoteWerks Sage 50 Integration
        • QuoteWerks Workbooks CRM integration
        • QuoteWerks Sage CRM Integration
        • QuoteWerks Quickbooks Integration
        • QuoteWerks Web
        • QuoteWerks integration with GoldMine
        • QuoteWerks Xero Integration
        • QuoteWerks Update Maintenance Program
    • Marketing Solutions >
      • IntelliClick Email Marketing for GoldMine >
        • IntelliForm
      • Spotler >
        • GatorMail
        • GatorLeads Plus
      • Constant Contact >
        • Constant Contact Managed Services
        • Constant Contact GoldMine Integration
      • Mailchimp
    • Service Solutions >
      • HEAT
      • Freshdesk >
        • Freshdesk Pricing
        • Freshdesk vs Zendesk
    • Other >
      • Go-Global - Remote Access
      • Hosted Desktop
      • Riva - Exchange Integration
      • Inaport - Data Migration tool >
        • Inaport for GoldMine
      • Crystal Reports
      • Address Verification
  • Training
    • GoldMine Training
    • Workbooks Training >
      • Master Workbooks Training Course
    • Sage CRM Training
    • Online Training
    • Training Course Schedule
  • Support
    • GoldMine Export
    • GoldMine Support
    • Sage CRM Support
    • Workbooks CRM Support
  • Services
    • Project Management
    • Implementation
    • Data Migration
    • Data Cleansing
    • Financing & Leasing
    • CRM Webinars
    • GDPR
  • News
  • Contact Us

Workbooks Web Insights - ​Transform anonymous website traffic into leads

workbooks-web-insights-brochure.pdf
File Size: 1500 kb
File Type: pdf
Download File

​Your business is always on the lookout for more leads to drive business growth, and your website is most likely to be a core element to your marketing strategy.

But only a small percentage of your website visitors will actually make contact with you - many just look around and then leave. Who are those people? What are they interested in? What are they looking at on your website?

Getting this information is easy with Workbooks Web Insights. Web Insights is a web analytics tool that identifies your website visitors and tracks what they are looking at (pages viewed). And because Web Insights is part of the Workbooks suite, the online activities information is automatically recorded against Organisations, Leads and People in Workbooks CRM, giving you 'in context' actionable insights that can truly transform your sales engagement.
Picture

​Identify companies and individuals on your website

​With Web Insights, you can easily find out the companies that are on your website. You get demographic information to help you validate that they are the right target for your business. And you also get information about the key decision makers so that you can contact and nurture them.

Web Insights uses advanced analytics to identify organisations by IP address and individual visitors via cookies. Leveraging both public and the Web Insights vast private database, Web Insights gives you access to millions of records and offers one of the highest and most accurate IP match rates in the industry.

Combine this data with the information you already have in Workbooks CRM and you get a detailed understanding of your website visitors, helping you to easily and automatically identify new leads for your business.

See the new Online Tab against a Company or Person's record, showing all their online visits and activities...
Picture
Zoom into any Activity Record and get more information (e.g. on what they downloaded)...
Picture
With Web Insights you can track which pages visitors are looking at on your website. And using page scoring, Web Insights can help you identify the 'hot' opportunities so that you can prioritise accordingly. 

Web Insights reports include:
  • Hot new prospects on your website
  • People on your website today, last 7 days, last month...
  • Most viewed pages by visitor type
  • People on your website with an open opportunity
 
By combining website traffic analytics with your CRM information, Workbooks Insights helps you:
  • Identify new leads in real-time, including which one to focus on first
  • Identify who in your current sales pipeline is actively researching or engaged, and get valuable insights that help you be more pertinent, take more informed decisions on what do you next and drive a more effective sales cycle

The value of Web Insights extends beyond generating more leads, accelerating sales cycle and closing business more effectively. By better understanding what content is of interest to whom, you can maximise your website ROI, provide better customer experience and easily identify cross-sell and up-sell opportunities.

​So it's easy to run reports on who your top leads are.....(you can report on all data as it's held in Workbooks!)....
​
Picture
workbooks-web-insights-brochure.pdf
File Size: 1500 kb
File Type: pdf
Download File

Our Services

Products
Training
Support
Implementation
Project Management

About Us

About Us
Contact Us
Privacy Policy

Support

Contact Support
Support Page
Support Policy
Picture
©1993 - 2025 Wizard Systems UK, 01454 316800, CRM Solutions for Sales, Marketing and Customer Service