MKT-17 · MARKETING & GROWTH
BUILD SOMETHING PEOPLE REMEMBER
Workover ERP's marketing module ties every lead to its source — trade show, referral, search, or cold call — and follows it through quotes, jobs, and invoices, so you know your true cost per new customer and which channels actually fill the shop.
INSIDE THE PRODUCT
CAPABILITIES
WHAT'S INSIDE MARKETING & GROWTH
MKT-17 · 01
LEAD SOURCE TRACKING
Every lead tagged at capture; every closed job traces back to its source.
MKT-17 · 02
CAMPAIGN ROI
Spend vs booked revenue by campaign — trade shows finally get an honest scorecard.
MKT-17 · 03
COST PER NEW CUSTOMER
Masonry galleries, sliders, lightboxes and embedded video — all lazy-loaded by default.
MKT-17 · 04
PIPELINE ANALYTICS
Conversion rates by stage, source, and estimator — see where deals die.
MKT-17 · 05
CUSTOMER GROWTH VIEW
NEW, GROWING, SHRINKING, AND DORMANT ACCOUNTS FLAGGED FOR OUTREACH.
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EMAIL STATEMENTS & OUTREACH
Batch statements and campaign emails from the same customer master.
HOW IT WORKS
MARKETING & GROWTH IN FOUR MOVES
Tag
A lead from the Permian Basin Oil Show is tagged to the campaign.
FOLLOW
It quotes at $48K, wins, and runs as three work orders.
MEASURE
The show's scorecard updates: $6K booth cost, $128K booked to date.
DECIDE
Next year's marketing budget is an allocation problem, not a guess.
FAQ
MARKETING & GROWTH — QUESTIONS WE GET
How is this different from a marketing tool bolted onto an ERP?
The difference is the data. Because leads, quotes, jobs, and invoices live in one database, campaign ROI is computed from actual booked revenue — not from form fills or estimated pipeline.
Can I see revenue by lead source?
Yes. Every closed job traces to its originating lead source, so revenue and margin roll up by channel, campaign, and salesperson.
What is cost per new customer?
Total campaign and channel spend divided by new customers actually invoiced — the number that tells you whether the trade show booth paid for itself.
Does it identify shrinking accounts?
Yes. The customer growth view flags accounts whose order volume is declining or dormant, feeding a call list before the business quietly leaves.
See marketing & growth on your data
Bring one real job. We'll show it running end to end in a 30-minute live demo.
RELATED MODULES
Sales & Quoting →Dashboards →Master Data & Access →AI Agents →