Training: the power of the marketing automation and CRM duo
Why this training?
Your marketing automation and CRM software each have real value on their own. Linking them together will multiply their power! In this training module, you’ll get an overview of these two tools and their environments, followed by the 4 good reasons to synchronize them.
Training objective
Understand why it’s important to synchronize your marketing automation software and your CRM.
In this module:
- Good reason #4: take care of your data
- Overview of marketing automation and CRM software
- Good reason #1: help your sales team
- Good reason #2: satisfy your customers
- Good reason #3: bring harmony to your teams
Training schema
Overview of marketing automation and CRM software
Quickly revisit the basics on the value and environment of your two tools, and let’s see how they can be synchronized.
Harmony within your teams.
Make your teams happy to work together! Facilitate communication between your sales and marketing teams and make their lives easier
Satisfying your customers.
Improve your sales and after-sales relationship. Send the right message to the right person at the right time thanks to the data collected in your CRM and marketing automation software.
Taking care of your database.
Smooth out standards in your database by synchronizing your two tools. Keep only up-to-date data in the database that your teams can use.
Who is the marketing automation and CRM duo training for?
The Webmecanik Academy training module on the CRM and marketing automation duo is intended for sales teams as well as marketing teams.
Prerequisites: basic knowledge of marketing or sales and customer relationship management – the company being trained has a website and the teams being trained work in roles related to customer relations or marketing. Use of the Webmecanik Pipeline or Webmecanik Automation software.
Teaching methods
Through the Webmecanik Academy method, you will train with different educational formats (video, quiz) based on the theoretical discovery of the CRM and marketing automation environment (vocabulary, use cases, etc.) and a direct application of these concepts to your company in the form of exercises and practical work.
These digital formats allow you to progress at your own pace.
Instructors
The instructor(s) are specialists in new technologies and in the Webmecanik Automation and Webmecanik Pipeline software. They have sufficient hands-on experience with the tool to teach it. Most of them also teach students as part of degree programs.