Simplify the tracking and management of your contacts in the building and public works sector!

Laurence Baillon’s testimonial

Laurence Baillon, president of the family-owned construction group Aquitaine Façades, shared with us how Webmecanik’s CRM, an innovative CRM software, enabled her company to grow and improve its customer relationship management.

Discover through this interview how our CRM software gives Aquitaine Façades the ability to acquire and qualify its leads while synchronizing, centralizing and simplifying contact management. Aquitaine Façades now benefits from enhanced contact tracking, efficiently plans its sales team’s tasks, and follows up with its customers more effectively.

Laurence, what is Aquitaine Façades’ mission?

Aquitaine Façades was founded more than 20 years ago. Our family business specializes in the exterior renovation of houses. QUALIBAT-certified since 2013, we are experts in exterior thermal insulation, which includes waterproofing or renovating paintwork, woodwork and ironwork. We operate regionally in Bordeaux and its left-bank metropolitan area, South Gironde and Médoc.

Our mission is to renovate, protect, beautify, and maintain our fellow citizens’ homes. We help homeowners meet national renovation targets and improve their energy performance ratings. And finally, we contribute to reducing each household’s energy consumption and energy bill.

Why did you implement Webmecanik CRM and what issues needed to be solved?

In 2019, Excel and paper printouts for follow-ups were no longer allowing us to grow. Moreover, this time-consuming organization distracted us from our core missions in serving our customers.

We then looked for a CRM solution that was simple to implement and accessible in SaaS. We tested around ten of them.

We selected Webmecanik CRM for the ease of use of its interfaces and its fit with our needs. As well as for its scalability thanks to the formidable efficiency of its API interface (Editor’s note: Application Programming Interface), which makes it possible to connect and synchronize CRM data with our company’s existing – or future – third-party solutions.

Which Webmecanik CRM features do you use the most?

For acquisition and lead generation, we manage all incoming contact follow-up, with notifications to the sales reps, their qualification of projects, and follow-ups through to closing. All calendars are accessible there.

Then on the project side, we assign tasks and a schedule to projects, linking them to the appropriate contacts and companies. We were also able to very easily synchronize EBP PRO for quote and invoice management, which we can access directly in our CRM.

As a side note, our calendars used to be pinned to an office wall. They are now accessible and updated in real time in our Webmecanik CRM, even when on the move. Essential when the missions of sales reps, as well as project managers, require them to be in the field most of the time.

What would you say are the results that best illustrate the benefits of using your Webmecanik CRM for your employees and your company?

All employees are very satisfied with our Webmecanik CRM. We can even say that its arrival was a real relief in our organization.

Moving from an all-paper and Excel system to the synchronization of our applications and data sharing has avoided duplicate entries and sources of error, and made information accessible everywhere and at all times.

It even enables us to maintain a price level above the market, as our customers trust us and sign more easily, feeling secure and in the hands of a professional company from start to finish of the customer relationship.

Everything is logged and easily accessible. This gives each employee autonomy and a very fast response time to our customers’ questions.

This fluidity has also considerably improved the relationship between sales and marketing, and has even improved employee retention.

In a few words, how would you describe your relationship with the Webmecanik teams?

In 3 words: Clear, simple, fun!