Braze

Wrk helps marketing teams automate performance reporting across marketing, CRM, advertising, and analytics platforms. Manually collecting data from multiple systems can delay reporting, create inconsistencies, and make it difficult to understand which campaigns are producing results. Wrk’s automated workflows consolidate campaign data, standardize key metrics, and deliver accurate reports so teams can make faster, more informed decisions. Automated workflows can:

• Collect campaign, engagement, lead, and conversion data across platforms

• Consolidate and standardize marketing metrics automatically

• Generate reports and notify teams when performance changes or requires attention

Clients reported:

• Faster reporting with less manual data collection

• Greater visibility into campaign and channel performance

• More informed budget allocation and campaign decisions

Wrk helps sales teams capture and route leads across website forms, email, marketing platforms, and CRMs. When lead information is entered and assigned manually, records can be incomplete, duplicated, or delayed, increasing the risk of missed opportunities. Wrk’s automated workflows validate incoming information, create accurate CRM records, and assign each lead to the appropriate sales representative based on predefined rules. Automated workflows can:

• Capture lead information from forms, emails, campaigns, and other sources

• Validate data and identify duplicate or incomplete records

• Create or update CRM records and route leads by territory, service, or priority

Clients reported:

• Faster response times for new sales inquiries

• More accurate and consistent CRM data

• Fewer missed opportunities and less manual data entry

Wrk helps sales teams automate follow-ups across CRMs, email, messaging platforms, and internal systems. When outreach depends on manual reminders, leads can be forgotten, responses can be delayed, and valuable opportunities may be lost. Wrk’s automated workflows use lead activity, deal stages, and previous interactions to trigger the appropriate communication or sales task at the right time. Automated workflows can:

• Send personalized follow-up messages based on lead activity or deal stage

• Create reminders and tasks when sales representatives need to take action

• Update CRM records and escalate unresponsive or high-priority opportunities

Clients reported:

• Faster and more consistent prospect communication

• Fewer missed follow-ups and lost sales opportunities

• More time for sales representatives to focus on building relationships