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features
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Description

As part of the Workbooks suite, Workbooks GatorMail serves as a sophisticated email marketing platform that allows you to effortlessly deliver automated, targeted marketing communications through email to any type of mailing list, regardless of its complexity or dynamism. With Workbooks, you have an integrated solution that combines both CRM and email functionalities right from the start! You can categorize your contacts based on their preferences and requirements, enabling you to send tailored and highly relevant messages aimed at sealing the deal. Understand who among your contacts is a cold lead and who is a hot prospect, allowing you to create nurturing programs that cater to their specific needs. By delivering engaging content to your leads over time or in response to dynamic events, you can transform stagnant CRM data into a powerful tool for generating sales. Encourage your contacts to take action through email communications, while simultaneously learning more about them as they engage with your content and visit your website. Utilize Workbooks Web Insights to monitor their online behavior, thereby gathering crucial information that can guide your follow-up efforts in a more impactful manner, ultimately enhancing both efficiency and sales outcomes. This comprehensive approach ensures that your marketing efforts are not just efficient, but also highly effective in driving results.

Description

Integrate your Skype for Business (previously known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to capture details regarding every incoming and outgoing call. You can selectively and flexibly determine what stored information is displayed for each call within ProCTI. With just a single click, access your contact details, service cases, email addresses, and current contracts! You can create leads, contacts, tasks, notes, emails, and activities in relation to the caller. Additionally, initiate or redirect calls, view and manage your upcoming appointments, and search for leads, contacts, and companies – all seamlessly within ProCTI. The user-friendly management system allows for varied access rights to your data depending on user roles. The standard version of ProCTI is compatible with various Microsoft Dynamics versions, Uniconta, and Computer Telephony Integration (CTI). Take advantage of the vast functionalities available, including the display of contact information, company names, notes, activities, service cases, email addresses, credit restrictions, and active contracts, among others. This integration enhances productivity and streamlines communication within your organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 No 
Workbooks Yes 

Integrations

Microsoft Dynamics 365 Yes 
Workbooks No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com/us/products/gatormail/

Vendor Details

Company Name

Provaria

Country

Austria

Website

www.proaddon.com/en/addons/procti/

Product Features

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms Yes 
Mailing List Management No 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Product Features

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Alternatives

Alternatives

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