To manage your customer relationships, CRM software is the key! It gives you control over your leads by easily managing your contacts and customers, and by sharing emails, calendars, and tasks within the team. At the same time, a marketing automation solution allows you to deliver the right message at the right time to the right person. By automating recurring marketing tasks, you save time.
Sellsy CRM is a French solution, designed with the user in mind. A tool designed with simplicity in mind to manage your opportunity pipeline with a whole range of features such as invoicing, bank reconciliation, etc.
Webmecanik Automation is also French software. Like Sellsy, data management is a key issue in the services offered by Webmecanik. This tool allows you to track behaviors, identify your contacts, nurture them, and turn them into customers.
Together, the two solutions guarantee data consistency and exchanges throughout your customers’ sales cycle and lifecycle, in complete security.
How the synchronization works Sellsy CRM & Webmecanik Automation
By connecting your sales and marketing tools, you share data. As a result, the contacts, companies, and activities of your leads will be exchanged. The two solutions communicate in real time, data exchange is continuous and can also be pushed with triggers such as campaign actions and form submissions. A priority can be configured: CRM data may or may not overwrite Webmecanik Automation data, and vice versa. Likewise, if a contact is deleted in Webmecanik Automation, it can be automatically deleted in your CRM.
The extra benefit of the integration between Sellsy CRM & Webmecanik Automation: aligned values
Webmecanik and Sellsy share common values. User experience is at the heart of the teams’ concerns. Both based in France, GDPR compliance is also very important in the way the tools developed by these companies operate. These values make it possible to exchange information about your contacts securely.
